Sourcerock Group LLC — 13F holdings

Sourcerock Group LLC reported 36 holdings worth $1.92B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. AR ANTERO RESOURCES CORP — $305M (15.8%)
  2. CRC CALIFORNIA RES CORP — $259M (13.4%)
  3. PTEN PATTERSON-UTI ENERGY INC — $134M (6.9%)
  4. CHRD CHORD ENERGY CORPORATION — $125M (6.5%)
  5. HAL HALLIBURTON CO — $111M (5.8%)
  6. PUMP PROPETRO HLDG CORP — $111M (5.8%)
  7. CENX CENTURY ALUM CO — $104M (5.4%)
  8. TDW TIDEWATER INC NEW — $93.6M (4.9%)
  9. OXY OCCIDENTAL PETE CORP — $89.2M (4.6%)
  10. TALO TALOS ENERGY INC — $89.0M (4.6%)