Melinda Trujillo
@Sagefield Capital Lp
Latest period2024 - Q3ReportedManaged Assets$921.037MTotal holdings94
Assets growth rate-2.81%Assets growth rate (2-Q avg)6.56%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Sagefield Capital Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 94 positions.
Assets under management
The assets under management (AUM) of Sagefield Capital Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 921.037M in assets, with a quarterly growth rate of -2.81% and a 2-quarter average growth rate of 6.56%. The portfolio is managed by Melinda Trujillo, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
HESHess Corp
| 7.24% | $66.626M 490,621 shares@ $135.81 avg price | Decreased -2.31% |
PRPermian Resources Corp
| 6.26% | $57.619M 4.234M shares@ $13.62 avg price | Increased 6.7% |
SWNSouthwestern Energy Co
| 5.48% | $50.41M 7.09M shares@ $7.11 avg price | Increased 5.13% |
MTDRMatador Res Co
| 4.68% | $43.051M 871,126 shares@ $49.43 avg price | Decreased -2.55% |
COPConocophillips
| 4.52% | $41.593M 395,067 shares@ $105.29 avg price | Decreased -1.16% |
WFRDWeatherford Intl Plc
| 4.01% | $36.848M 433,909 shares@ $84.92 avg price | Decreased -10.32% |
FTITechnipfmc Plc
| 3.79% | $34.898M 1.33M shares@ $26.24 avg price | Decreased -9.44% |
RRCRange Res Corp
| 3.61% | $33.183M 1.079M shares@ $30.76 avg price | Increased 18.96% |
TLNTalen Energy Corp
| 3.22% | $29.645M 166,318 shares@ $178.24 avg price | New Position |
NENoble Corp Plc
| 2.91% | $26.788M 741,240 shares@ $36.14 avg price | Decreased -15.39% |