Sagefield Capital LP — 13F holdings

Sagefield Capital LP reported 213 holdings worth $1.35B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. EXE EXPAND ENERGY CORPORATION — $73.1M (5.4%)
2. PR PERMIAN RESOURCES CORP — $65.9M (4.9%)
3. DBRG DIGITALBRIDGE GROUP INC — $41.0M (3.0%)
4. WEBSTER FINL CORP — $40.7M (3.0%)
5. COP CONOCOPHILLIPS — $39.7M (2.9%)
6. FTI TechnipFMC PLC — $37.8M (2.8%)
7. VLO VALERO ENERGY CORP — $36.2M (2.7%)
8. APA APA CORPORATION — $35.0M (2.6%)
9. MTDR MATADOR RES CO — $34.7M (2.6%)
10. SDRL SEADRILL LTD — $32.4M (2.4%)