Institutions / Sagefield Capital LP

Sagefield Capital LP

CIK 1771179 · Institution · as of Dec 31, 2025
Portfolio value
$1.18B
Positions
102
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 102 →
CompanyClassValueShares% of portfolio
EXPAND ENERGY Corp$80.91M733,1106.9%
Permian Resources Corp$61.60M4,390,5255.2%
Matador Resources Co$47.42M1,117,2884.0%
ConocoPhillips$41.51M443,4483.5%
TechnipFMC plc$37.44M840,2433.2%
Exxon Mobil Corp$37.10M308,2703.1%
Sumisho Air Lease Corp$33.19M516,6952.8%
SEADRILL Ltd$31.88M921,2752.7%
Cyberark Software Ltd$30.63M68,6772.6%
Confluent, Inc.$25.12M830,8332.1%
Cadence Bank$24.77M578,2032.1%
Range Resources Corp$24.59M697,2672.1%
Cameco Corp$23.13M252,8282.0%
Frontier Communications Parent$22.41M588,7221.9%
Ovintiv Inc.$21.72M554,1471.8%
New Gold Inc Cda$21.15M2,428,5411.8%
CSG Systems International Inc$20.77M270,8241.8%
SM Energy Co$20.27M1,084,2051.7%
Weatherford International PLC$19.01M242,9421.6%
Williams Cos Inc/The$18.35M305,1951.6%
Solaris Energy Infrastructure, Inc.$18.23M396,4711.5%
Exact Sciences Corp.$17.46M171,9361.5%
Valero Energy Corp$17.24M105,9031.5%
Bp PLC Sponsored Adr$17.14M493,5561.5%
Liberty Broadband Corp$15.70M323,0521.3%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.