Sagefield Capital LP has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $769 Million distributed in 171 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Hess Corp with a value of $61.9M, Permian Resources Corporation with a value of $52M, Matador Resources CO with a value of $47.1M, Weatherford International PLC with a value of $45M, and Pioneer Natural Resources CO with a value of $44.8M.
Examining the 13F form we can see an increase of $43.5M in the current position value, from $725M to 769M.
Sagefield Capital LP is based out at Dallas, TX
Below you can find more details about Sagefield Capital LP portfolio as well as his latest detailed transactions.
Portfolio value
$769 Million
Energy: $590 Million
Basic Materials: $58 Million
Industrials: $48.7 Million
Utilities: $38.8 Million
Consumer Cyclical: $15.4 Million
Financial Services: $7.34 Million
Real Estate: $4.94 Million
Technology: $3.94 Million
Other: $1.32 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions