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Sagefield Capital LP

Q2 2025 · Filed 2025-08-14
Market Value
$693M
-15.6%
Holdings
132
New Purchases
27
Added To
28
Closed
45
Reduced
32
Top 10 Concentration
49.7%
Turnover
54.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SAIA 1.51% 0.28% +1.24% $10M
VST 2.08% 0.96% +1.13% $14M
XOM 2.10% 1.02% +1.08% $15M
SEI 2.02% 0.98% +1.04% $14M
MTDR 7.10% 6.09% +1.01% $49M
LEN 0.87% 0.00% +0.87% $6M
PR 8.17% 7.38% +0.80% $57M
VLO 1.65% 0.87% +0.79% $11M
WFRD 2.06% 1.31% +0.76% $14M
CCJ 2.05% 1.31% +0.74% $14M
GLNG 2.46% 1.73% +0.73% $17M
TECK 1.42% 0.72% +0.70% $10M
TLN 2.17% 1.54% +0.63% $15M
BP 0.55% 0.00% +0.55% $4M
MAG 0.54% 0.00% +0.54% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DVN 0.38% 2.90% -2.52% $3M
BKR 0.00% 2.28% -2.28% $0
HES 5.96% 7.88% -1.92% $41M
EXE 8.54% 10.01% -1.47% $59M
CNQ 0.00% 1.27% -1.27% $0
NE 0.69% 1.65% -0.96% $5M
D 0.00% 0.91% -0.91% $0
RRC 3.74% 4.62% -0.88% $26M
OXY 0.00% 0.64% -0.64% $0
COP 4.46% 5.08% -0.61% $31M
CIVI 0.53% 1.03% -0.51% $4M
ALE 0.00% 0.48% -0.48% $0
SO 1.35% 1.71% -0.36% $9M
WEC 0.82% 1.18% -0.36% $6M
OVV 2.97% 3.28% -0.31% $21M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $21M 3.1%
Large Cap 57 $464M 67.0%
Mid Cap 41 $187M 27.1%
Small Cap 26 $19M 2.7%
Micro Cap 6 $1M 0.2%

Portfolio Analytics

Avg Market Cap
$29.9B
Median Market Cap
$8.3B
Avg P/E
32.9
Median P/E
22.9
Avg Dividend Yield
0.01%
Avg Beta
0.98
# Stocks
132
# ETFs / Funds
0

Top Holdings (132 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 EXE 8.54% 505,645 $59M $116.94 -$23M -232,083 -31.5%
2 PR 8.17% 4,155,779 $57M $13.62 -$4M -214,491 -4.9%
3 MTDR 7.10% 1,031,264 $49M $47.72 -$807K +52,227 +5.3%
4 HES 5.96% 298,152 $41M $138.54 -$23M -106,819 -26.4%
5 COP 4.46% 344,621 $31M $89.74 -$11M -52,180 -13.2%
6 RRC 3.74% 637,104 $26M $40.67 -$12M -312,424 -32.9%
7 FTI 3.28% 660,682 $23M $34.44 -$3M -161,319 -19.6%
8 WMB 3.01% 332,298 $21M $62.81 -$4M -77,898 -19.0%
9 OVV 2.97% 541,578 $21M $38.05 -$6M -87,986 -14.0%
10 GLNG 2.46% 413,781 $17M $41.19 $3M +40,509 +10.8%
11 TLN 2.17% 51,807 $15M $290.77 $2M -11,670 -18.4%
12 XOM 2.10% 134,775 $15M $107.80 $6M +64,417 +91.6%
13 VST 2.08% 74,366 $14M $193.81 $7M +7,599 +11.4%
14 WFRD 2.06% 284,190 $14M $50.31 $4M +83,938 +41.9%
15 CCJ 2.05% 191,189 $14M $74.23 $3M -69,536 -26.7%
16 SEI 2.02% 494,184 $14M $28.29 $6M +123,751 +33.4%
17 TXNM 1.85% 227,604 $13M $56.32 -$4M -90,202 -28.4%
18 VLO 1.65% 85,176 $11M $134.42 $4M +31,372 +58.3%
19 SAIA 1.51% 38,205 $10M $273.99 $8M +31,743 +491.2%
20 MLM 1.49% 18,761 $10M $548.96 $2M +628 +3.5%
21 TECK 1.42% 243,490 $10M $40.38 $4M +81,548 +50.4%
22 PPL 1.41% 288,072 $10M $33.89 -$1M -17,370 -5.7%
23 SO 1.35% 101,942 $9M $91.83 -$5M -50,588 -33.2%
24 AEP 1.29% 85,821 $9M $103.76 $2K +4,346 +5.3%
25 OII 1.21% 404,850 $8M $20.72 $633K +49,261 +13.8%
26 EVRG 1.16% 117,050 $8M $68.93 -$1M -19,808 -14.5%
27 PNW 1.03% 79,918 $7M $89.47 $2M +24,936 +45.4%
28 SRE 1.01% 92,013 $7M $75.77 $1M +9,198 +11.1%
29 GEV 0.99% 12,982 $7M $529.15 -$3M -18,932 -59.3%
30 XPRO 0.88% 713,663 $6M $8.59 -$678K +28,669 +4.2%
31 LEN 0.87% 54,737 $6M $110.61 +54,737 NEW
32 FERG 0.87% 27,533 $6M $217.75 $131K -9,064 -24.8%
33 WEC 0.82% 54,778 $6M $104.20 -$4M -34,023 -38.3%
34 CNM 0.78% 89,786 $5M $60.35 $775K -6,329 -6.6%
35 LPX 0.75% 60,167 $5M $85.99 $804K +12,658 +26.6%
36 SHW 0.73% 14,695 $5M $343.36 $420K +1,447 +10.9%
37 APA 0.72% 271,548 $5M $18.29 -$2M -72,316 -21.0%
38 CARR 0.70% 66,317 $5M $73.19 -$547K -18,868 -22.1%
39 LNT 0.70% 79,815 $5M $60.47 -$3M -38,410 -32.5%
40 NE 0.69% 180,273 $5M $26.55 -$9M -390,871 -68.4%
41 PCG 0.62% 308,342 $4M $13.94 $43K +60,659 +24.5%
42 ESGR 0.56% 11,500 $4M $336.36 $3M +10,100 +721.4%
43 BP 0.55% 126,844 $4M $29.93 +126,844 NEW
44 MAG 0.54% 177,104 $4M $21.13 +177,104 NEW
45 ECL 0.53% 13,540 $4M $269.44 $1M +3,727 +38.0%
46 CIVI 0.53% 132,297 $4M $27.52 -$5M -110,952 -45.6%
47 CSX 0.51% 108,897 $4M $32.63 -$1M -45,963 -29.7%
48 BRKL 0.45% 294,259 $3M $10.55 $525K +57,650 +24.4%
49 AVDX 0.44% 310,900 $3M $9.79 +310,900 NEW
50 CTLP 0.39% 247,400 $3M $10.99 +247,400 NEW
51 HE 0.39% 255,194 $3M $10.63 -$416K -30,529 -10.7%
52 DVN 0.38% 83,096 $3M $31.81 -$21M -553,873 -87.0%
53 AAL 0.34% 211,601 $2M $11.22 $2M +162,226 +328.6%
54 CNP 0.34% 64,005 $2M $36.74 +64,005 NEW
55 FDX 0.34% 10,320 $2M $227.31 +10,320 NEW
56 AUR 0.33% 437,528 $2M $5.24 $476K +167,558 +62.1%
57 ETWO 0.31% 672,200 $2M $3.23 +672,200 NEW
58 RIVN 0.30% 150,321 $2M $13.74 $360K +13,334 +9.7%
59 MTZ 0.30% 12,073 $2M $170.43 $868K +1,881 +18.5%
60 OGE 0.27% 42,353 $2M $44.38 +42,353 NEW
61 ETN 0.23% 4,540 $2M $356.99 -$1M -6,577 -59.2%
62 DNB 0.22% 171,100 $2M $9.09 +171,100 NEW
63 BA 0.22% 7,368 $2M $209.53 +7,368 NEW
64 HONE 0.20% 120,377 $1M $11.68 +120,377 NEW
65 TGI 0.20% 54,571 $1M $25.75 $470K +17,671 +47.9%
66 DAR 0.20% 36,841 $1M $37.94 +36,841 NEW
67 PPBI 0.18% 60,522 $1M $21.09 +60,522 NEW
68 BPMC 0.18% 9,600 $1M $128.18 +9,600 NEW
69 INFA 0.17% 48,500 $1M $24.35 +48,500 NEW
70 CHRW 0.15% 10,940 $1M $95.95 -$2M -20,265 -64.9%
71 NVEE 0.15% 43,981 $1M $23.09 +43,981 NEW
72 ATI 0.15% 11,642 $1M $86.34 -$2M -53,243 -82.1%
73 CEG 0.14% 3,098 $1000K $322.76 +3,098 NEW
74 FYBR 0.14% 26,200 $954K $36.40 +26,200 NEW
75 ICAD 0.13% 243,970 $930K $3.81 +243,970 NEW
76 ACDC 0.12% 111,054 $862K $7.76 -$711K -96,225 -46.4%
77 IPG 0.12% 34,200 $837K $24.48 +34,200 NEW
78 CW 0.11% 1,589 $776K $488.55 +1,589 NEW
79 SCHN 0.08% 19,300 $573K $29.69 -$13K -1,000 -4.9%
80 PRA 0.08% 24,400 $557K $22.83 $361K +16,000 +190.5%
81 FL 0.07% 21,150 $518K $24.50 +21,150 NEW
82 AWK 0.07% 3,489 $485K $139.11 +3,489 NEW
83 FLNC 0.05% 55,150 $370K $6.71 $137K +7,097 +14.8%
84 POR 0.04% 7,368 $299K $40.63 -$2M -50,149 -87.2%
85 PVBC 0.03% 16,215 $203K $12.49 +16,215 NEW
86 TIXT 0.02% 42,548 $154K $3.63 +42,548 NEW
87 INZY 0.01% 24,673 $99K $4.00 +24,673 NEW
88 BECN —% -$383K -3,100 -100.0% SOLD
89 SAGE —% -$72K -9,000 -100.0% SOLD
90 EVRI —% -$2M -117,757 -100.0% SOLD
91 BKR —% -$19M -425,031 -100.0% SOLD
92 SGRY —% -$119K -5,000 -100.0% SOLD
93 BTU —% -$601K -44,318 -100.0% SOLD
94 HEES —% -$654K -6,900 -100.0% SOLD
95 PEG —% -$416K -5,051 -100.0% SOLD
96 SWI —% -$2M -97,700 -100.0% SOLD
97 CMRX —% -$2M -199,200 -100.0% SOLD
98 RNW —% -$141K -23,900 -100.0% SOLD
99 COOP —% -$191K -1,600 -100.0% SOLD
100 LBRDK —% -$706K -8,300 -100.0% SOLD

New Positions

SymbolValue% Port
LEN $6M 0.87%
BP $4M 0.55%
MAG $4M 0.54%
AVDX $3M 0.44%
CTLP $3M 0.39%
CNP $2M 0.34%
FDX $2M 0.34%
ETWO $2M 0.31%
OGE $2M 0.27%
DNB $2M 0.22%
BA $2M 0.22%
HONE $1M 0.20%
DAR $1M 0.20%
PPBI $1M 0.18%
BPMC $1M 0.18%

Sold Out Positions

SymbolValue% Port
AA —%
AUB —%
D —%
AES —%
CNQ —%
PEG —%
BTU —%
OXY —%
NUE —%
NBR —%
RNST —%
OKE —%
LBRDK —%
BKR —%
SGRY —%
View SEC EDGAR Filings for Sagefield Capital LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms