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Andrew Haley

Sourcerock Group Llc

Assets Managed
$2.479B
Holdings
39
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
38.39%(2Q avg: 30.1%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Sourcerock Group Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 39 positions.

Assets under management

The assets under management (AUM) of Sourcerock Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.479B in assets, with a quarterly growth rate of 38.39% and a 2-quarter average growth rate of 30.1%. The portfolio is managed by Andrew Haley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AR
Antero Resources Corp
Recent Activity
Decreased -9.36%
14.22%
$352.502M
8.306M shares@ $42.45 avg price
CRC
California Resources Corp
Recent Activity
Increased 6.34%
12.7%
$314.674M
4.546M shares@ $69.22 avg price
CHRD
Chord Energy Corp
Recent Activity
Increased 15.7%
7.41%
$183.635M
1.292M shares@ $142.19 avg price
NE
Noble Corp Plc
Recent Activity
Decreased -25%
7.29%
$180.635M
3.681M shares@ $49.07 avg price
PTEN
Patterson-uti Energy Inc
Recent Activity
Increased 4.58%
7.13%
$176.632M
16.31M shares@ $10.83 avg price
CENX
Century Aluminum Company
Recent Activity
Decreased -25.8%
6.37%
$157.715M
2.687M shares@ $58.7 avg price
OKE
Oneok Inc
Recent Activity
Increased 13.09%
5.53%
$137.044M
1.516M shares@ $90.4 avg price
TALO
Talos Energy Inc
Recent Activity
Decreased -24.81%
5.06%
$125.283M
7.949M shares@ $15.76 avg price
LNG
Cheniere Energy Inc
Recent Activity
Increased 750.23%
4.87%
$120.63M
425,114 shares@ $283.77 avg price
PUMP
Propetro Holding Corp
Recent Activity
Increased 5.78%
4.21%
$104.355M
7.242M shares@ $14.41 avg price

1-10 of 39