EdgeMarket › What Sourcerock Group Llc reported owning
What Sourcerock Group Llc 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
2.5BPositions
41Quarter
2026-03-31Shown below
39largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AR ANTERO RESOURCES Corp | 352.5M | 14.2% | 8.3M | 37.94 | +24.1% |
| CRC California Resources Corp | 314.7M | 12.7% | 4.5M | 53.24 | +11.6% |
| CHRD Chord Energy Corp | 183.6M | 7.4% | 1.3M | 147.85 | +44.1% |
| NE Noble Corp plc | 180.6M | 7.3% | 3.7M | 46.27 | +73.9% |
| PTEN PATTERSON UTI ENERGY INC | 176.6M | 7.1% | 16.3M | 12.34 | +133.3% |
| CENX CENTURY ALUMINUM CO | 157.7M | 6.4% | 2.7M | 43.92 | +101.1% |
| TALO TALOS ENERGY INC. | 125.3M | 5.1% | 7.9M | 17.47 | +104.3% |
| PUMP ProPetro Holding Corp. | 104.4M | 4.2% | 7.2M | 11.33 | +143.1% |
| HAL HALLIBURTON CO | 96.6M | 3.9% | 2.5M | 35.34 | +67.5% |
| OKE ONEOK INC /NEW/ | 91.8M | 3.7% | 1.0M | 93.33 | +26.7% |
| LNG Cheniere Energy, Inc. | 63.9M | 2.6% | 225.1K | 277.51 | +17.6% |
| OVV Ovintiv Inc. | 55.9M | 2.3% | 942.0K | 66.82 | +71.2% |
| BTU PEABODY ENERGY CORP | 46.8M | 1.9% | 1.4M | 27.61 | +72.6% |
| PCG PG&E Corp | 43.0M | 1.7% | 2.4M | 17.60 | +14.6% |
| OXY OCCIDENTAL PETROLEUM CORP /DE/ | 39.7M | 1.6% | 611.1K | 61.30 | +38.5% |
| FANG Diamondback Energy, Inc. | 35.7M | 1.4% | 180.3K | 210.72 | +52.8% |
| TDW TIDEWATER INC | 35.4M | 1.4% | 423.5K | 95.25 | +70.4% |
| unmapped CUSIP G7553X122 | 27.2M | 1.1% | 2.6M | — | — |
| XEL XCEL ENERGY INC | 24.4M | 1.0% | 307.6K | 76.30 | +4.3% |
| LNT ALLIANT ENERGY CORP | 21.5M | 0.9% | 299.1K | 67.86 | +2.3% |
| NJR NEW JERSEY RESOURCES CORP | 19.2M | 0.8% | 349.9K | 53.52 | +13.9% |
| ANDE Andersons, Inc. | 18.6M | 0.7% | 258.7K | 68.06 | +77.8% |
| VG Venture Global, Inc. | 17.0M | 0.7% | 1.1M | 14.21 | +13.1% |
| EQT EQT Corp | 15.4M | 0.6% | 242.5K | 53.72 | +4.6% |
| GDX VanEck Gold Miners ETF | 15.1M | 0.6% | 165.0K | 102.83 | +76.3% |
| GPRE Green Plains Inc. | 14.0M | 0.6% | 851.9K | 16.25 | +113.3% |
| MUSA Murphy USA Inc. | 12.3M | 0.5% | 24.9K | 569.72 | +44.5% |
| GLNG GOLAR LNG LTD | 11.7M | 0.5% | 216.8K | 52.00 | +24.8% |
| SWX Southwest Gas Holdings, Inc. | 11.2M | 0.5% | 128.7K | 88.87 | +16.3% |
| VST Vistra Corp. | 10.7M | 0.4% | 70.9K | 136.21 | -29.4% |
| GNRC GENERAC HOLDINGS INC. | 10.5M | 0.4% | 54.0K | 205.98 | +8.6% |
| TRP TC ENERGY CORP | 10.4M | 0.4% | 165.6K | 62.02 | +19.6% |
| UGI UGI CORP /PA/ | 9.8M | 0.4% | 268.8K | 37.59 | +7.9% |
| CMP COMPASS MINERALS INTERNATIONAL INC | 5.5M | 0.2% | 235.2K | 26.00 | +38.2% |
| ASTL Algoma Steel Group Inc. | 5.4M | 0.2% | 1.3M | 4.65 | +6.7% |
| NEXT NextDecade Corp | 4.5M | 0.2% | 591.2K | 7.12 | -29.0% |
| CNR Core Natural Resources, Inc. | 4.0M | 0.2% | 38.6K | 95.13 | +37.2% |
| HNRG HALLADOR ENERGY CO | 2.4M | 0.1% | 147.0K | 15.38 | -3.1% |
| NPWR Net Power Inc. | 2.3M | 0.1% | 1.5M | 1.70 | -28.9% |
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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