Melinda Trujillo
Sagefield Capital Lp
Assets Managed
$1.389B
Holdings
111
Last Quarter
2026 - Q1
Filed Date
30d ago
Growth Rate
17.71%(2Q avg: 24.85%)
Sustained Growth
3 quarters
Portfolio positions
This chart displays the top 10 holdings in Sagefield Capital Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 111 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 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.389B in assets, with a quarterly growth rate of 17.71% and a 2-quarter average growth rate of 24.85%. The portfolio is managed by Melinda Trujillo, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
EXE Expand Energy Corp
| 5.92% | $82.114M 747,987 shares@ $109.78 avg price | Increased 2.03% |
PR Permian Resources Corp
| 5.84% | $81.082M 3.803M shares@ $21.32 avg price | Decreased -13.37% |
MTDR Matador Resources Co
| 4.04% | $56.045M 887,071 shares@ $63.19 avg price | Decreased -20.6% |
FTI Technipfmc Plc
| 3.23% | $44.765M 647,545 shares@ $69.14 avg price | Decreased -22.93% |
COP Conocophillips
| 3.1% | $42.949M 325,368 shares@ $132.0 avg price | Decreased -26.62% |
DBRG Digitalbridge Group Inc
| 2.94% | $40.828M 2.648M shares@ $15.42 avg price | New Position |
WBS Webster Financial Corp
| 2.83% | $39.226M 565,050 shares@ $69.42 avg price | New Position |
SDRL Seadrill Limited
| 2.73% | $37.827M 831,355 shares@ $45.51 avg price | Decreased -9.76% |
APA Apa Corp
| 2.7% | $37.505M 883,722 shares@ $42.45 avg price | Increased 38.28% |
CTRA Coterra Energy Inc
| 2.58% | $35.718M 1.016M shares@ $35.14 avg price | New Position |
1-10 of 111