Sagefield Capital LP

Institutional manager (13F) · CIK 1771179

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.1B

#	Issuer	Value	Shares
1	EXPAND ENERGY CORPORATION	$82M	747,987
2	PERMIAN RESOURCES CORP	$81M	3,803,082
3	MATADOR RES CO	$56M	887,071
4	TECHNIPFMC PLC	$45M	647,545
5	CONOCOPHILLIPS	$43M	325,368
6	DIGITALBRIDGE GROUP INC	$41M	2,647,728
7	WEBSTER FINL CORP	$39M	565,050
8	SEADRILL LTD	$38M	831,355
9	APA CORPORATION	$38M	883,722
10	COTERRA ENERGY INC	$36M	1,016,447
11	VALERO ENERGY CORP	$35M	140,135
12	RANGE RES CORP	$34M	761,523
13	EXXON MOBIL CORP	$32M	187,545
14	OVINTIV INC	$31M	523,798
15	TRI POINTE HOMES INC	$28M	595,459
16	CSG SYS INTL INC	$26M	324,506
17	LIBERTY BROADBAND CORP	$25M	503,660
18	SEALED AIR CORP NEW	$22M	519,497
19	MASIMO CORP	$22M	122,240
20	SUNCOR ENERGY INC NEW	$20M	306,741
21	HOLOGIC INC	$19M	244,974
22	CAMECO CORP	$18M	168,126
23	WEATHERFORD INTL PLC	$18M	188,193
24	SOLARIS ENERGY INFRAS INC	$17M	302,834
25	BP PLC	$16M	346,278
26	SM ENERGY COMPANY	$15M	491,296
27	AMICUS THERAPEUTIC	$15M	1,021,016
28	SLB LIMITED	$14M	273,982
29	KENNEDY-WILSON HOLDINGS INC	$14M	1,263,180
30	TALKSPACE INC	$14M	2,637,571
31	OCCIDENTAL PETE CORP	$13M	195,196
32	GOLAR LNG LTD	$13M	233,278
33	CHART INDS INC	$12M	58,299
34	ELECTRONIC ARTS INC	$12M	58,713
35	MARTIN MARIETTA MATLS INC	$12M	19,642
36	NOBLE CORP PLC	$11M	233,166
37	SAIA INC	$11M	30,384
38	PBF ENERGY INC	$11M	220,773
39	EXPRO GROUP HOLDINGS NV	$10M	598,099
40	PETROLEO BRASILEIRO S A	$10M	491,522
41	PAR PAC HOLDINGS INC	$10M	158,589
42	EVERGY INC	$10M	119,819
43	WILLIAMS COS INC	$10M	132,405
44	SEMPRA	$10M	99,132
45	SOLSTICE ADVANCED MATLS INC	$9M	124,378
46	UNION PAC CORP	$9M	38,554
47	QORVO INC	$9M	113,079
48	OCEANEERING INTL INC	$9M	244,160
49	BUNGE GLOBAL SA	$8M	66,773
50	PPL CORP	$8M	221,880

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.