Sagefield Capital LP
CIK 1771179
13F filing for Q2 2026・No. 2,133
- Holdings
- US$1.35B
- Quarter change
- −US$40.72M
- Entries
- 213
- Net bought (estimate)
- +US$39.82M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 29
- Sold out 33
- Cut 29
- Added 49
- Corporate actions 0
- Unchanged 0
Largest holdings
107 stocks worth US$1.35B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| EXEEXPAND ENERGY CORPORATIONCOM | Added | 801,345 | US$73.07M | 5.42% |
| PRPERMIAN RESOURCES CORPCLASS A COM | Cut | 3,580,515 | US$65.92M | 4.89% |
| DBRGDIGITALBRIDGE GROUP INCCL A NEW | Cut | 2,597,904 | US$40.99M | 3.04% |
| WBSWEBSTER FINL CORPCOM | Cut | 532,066 | US$40.66M | 3.01% |
| COPCONOCOPHILLIPSCOM | Added | 381,634 | US$39.67M | 2.94% |
| FTITECHNIPFMC PLCCOM | Cut | 570,777 | US$37.84M | 2.81% |
| VLOVALERO ENERGY CORPCOM | Cut | 138,920 | US$36.18M | 2.68% |
| APAAPA CORPORATIONCOM | Added | 1,075,166 | US$35.02M | 2.60% |
| MTDRMATADOR RES COCOM | Cut | 697,686 | US$34.73M | 2.58% |
| SDRLSEADRILL LTDCOM | Added | 856,540 | US$32.39M | 2.40% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.