EdgeMarket › What Sagefield Capital Lp reported owning
What Sagefield Capital Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
111Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| EXE EXPAND ENERGY Corp | 82.1M | 5.9% | 748.0K | 96.09 | +2.2% |
| PR Permian Resources Corp | 81.1M | 5.8% | 3.8M | 23.75 | +78.4% |
| MTDR Matador Resources Co | 56.0M | 4.0% | 887.1K | 58.38 | +26.3% |
| FTI TechnipFMC plc | 44.8M | 3.2% | 647.5K | 77.45 | +122.8% |
| COP CONOCOPHILLIPS | 42.9M | 3.1% | 325.4K | 134.87 | +42.1% |
| DBRG DigitalBridge Group, Inc. | 40.8M | 2.9% | 2.6M | 15.93 | +41.1% |
| WBS WEBSTER FINANCIAL CORP | 39.2M | 2.8% | 565.0K | 77.57 | +33.2% |
| SDRL SEADRILL Ltd | 37.8M | 2.7% | 831.4K | 47.29 | +62.0% |
| APA APA Corp | 37.5M | 2.7% | 883.7K | 43.39 | +113.3% |
| unmapped CUSIP 127097103 | 35.7M | 2.6% | 1.0M | — | — |
| VLO VALERO ENERGY CORP/TX | 34.6M | 2.5% | 140.1K | 348.86 | +148.3% |
| RRC RANGE RESOURCES CORP | 34.4M | 2.5% | 761.5K | 41.06 | +24.1% |
| XOM ExxonMobil Holdings Corp | 31.8M | 2.3% | 187.5K | 165.11 | +52.1% |
| OVV Ovintiv Inc. | 31.1M | 2.2% | 523.8K | 66.82 | +71.2% |
| unmapped CUSIP 87265H109 | 27.8M | 2.0% | 595.5K | — | — |
| unmapped CUSIP 126349109 | 25.9M | 1.9% | 324.5K | — | — |
| LBRDK Liberty Broadband Corp | 25.3M | 1.8% | 503.7K | 36.02 | -41.3% |
| unmapped CUSIP 81211K100 | 21.8M | 1.6% | 519.5K | — | — |
| unmapped CUSIP 574795100 | 21.7M | 1.6% | 122.2K | — | — |
| SU SUNCOR ENERGY INC | 20.3M | 1.5% | 306.7K | 68.42 | +77.3% |
| unmapped CUSIP 436440101 | 18.5M | 1.3% | 245.0K | — | — |
| CCJ CAMECO CORP | 18.3M | 1.3% | 168.1K | 102.51 | +45.5% |
| WFRD Weatherford International plc | 17.8M | 1.3% | 188.2K | 90.51 | +60.6% |
| SEI Solaris Energy Infrastructure, Inc. | 17.1M | 1.2% | 302.8K | 53.28 | +96.2% |
| BP BP PLC | 16.3M | 1.2% | 346.3K | 44.76 | +32.1% |
| SM SM Energy Co | 15.3M | 1.1% | 491.3K | 37.20 | +45.8% |
| unmapped CUSIP 03152W109 | 14.8M | 1.1% | 1.0M | — | — |
| SLB SLB LIMITED/NV | 14.1M | 1.0% | 274.0K | 53.87 | +61.5% |
| unmapped CUSIP 489398107 | 13.7M | 1.0% | 1.3M | — | — |
| TALK Talkspace, Inc. | 13.7M | 1.0% | 2.6M | 5.25 | +103.5% |
| OXY OCCIDENTAL PETROLEUM CORP /DE/ | 12.7M | 0.9% | 195.2K | 61.30 | +38.5% |
| GLNG GOLAR LNG LTD | 12.6M | 0.9% | 233.3K | 52.00 | +24.8% |
| unmapped CUSIP 16115Q308 | 12.1M | 0.9% | 58.3K | — | — |
| EA ELECTRONIC ARTS INC. | 12.0M | 0.9% | 58.7K | 209.70 | +33.5% |
| MLM MARTIN MARIETTA MATERIALS INC | 11.6M | 0.8% | 19.6K | 534.92 | -10.9% |
| NE Noble Corp plc | 11.4M | 0.8% | 233.2K | 46.27 | +73.9% |
| SAIA SAIA INC | 10.7M | 0.8% | 30.4K | 362.15 | +23.4% |
| PBF PBF Energy Inc. | 10.5M | 0.8% | 220.8K | 73.53 | +211.4% |
| XPRO Expro Ltd | 10.4M | 0.7% | 598.1K | 18.22 | +62.2% |
| PBR PETROBRAS - PETROLEO BRASILEIRO SA | 10.2M | 0.7% | 491.5K | 19.15 | +60.7% |
| PARR PAR PACIFIC HOLDINGS, INC. | 9.9M | 0.7% | 158.6K | 79.03 | +148.9% |
| EVRG Evergy, Inc. | 9.8M | 0.7% | 119.8K | 80.92 | +11.5% |
| WMB WILLIAMS COMPANIES, INC. | 9.6M | 0.7% | 132.4K | 70.49 | +23.2% |
| SRE SEMPRA | 9.6M | 0.7% | 99.1K | 82.89 | +0.6% |
| SOLS Solstice Advanced Materials Inc. | 9.5M | 0.7% | 124.4K | 56.16 | — |
| UNP UNION PACIFIC CORP | 9.4M | 0.7% | 38.6K | 308.05 | +36.5% |
| QRVO Qorvo, Inc. | 8.8M | 0.6% | 113.1K | 95.56 | +7.3% |
| OII OCEANEERING INTERNATIONAL INC | 8.7M | 0.6% | 244.2K | 53.00 | +135.1% |
| BG Bunge Global SA | 8.5M | 0.6% | 66.8K | 113.11 | +37.3% |
| PPL PPL Corp | 8.5M | 0.6% | 221.9K | 34.38 | -7.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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