Sagefield Capital LP

13F filer · CIK 0001771179

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$1.35BU.S. long equity reported on 13F

Positions10729 new · 33 closed

Net flow last quarter+$34.9MBuys minus sells

Top 10 positions weight32.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026107 positions
EXEEXPAND ENERGY Corp	$73.1M	5.42%	0.34%	+7.1%	Q4 2021
PRPermian Resources Corp	$65.9M	4.89%	0.43%	-5.9%	Q3 2022
DBRGDigitalBridge Group, Inc.	$41M	3.04%	1.42%	-1.9%	Q1 2026
WBSWebster Financial Corp	$40.7M	3.01%	0.33%	-5.8%	Q1 2026
COPConocophillips	$39.7M	2.94%	0.03%	+17.3%	Q4 2021
FTITechnipFMC plc	$37.8M	2.81%	0.15%	-11.9%	Q3 2023
VLOValero Energy Corp	$36.2M	2.68%	0.05%	-0.9%	Q4 2021
APAAPA Corp	$35M	2.60%	0.30%	+21.7%	Q4 2021
MTDRMatador Resources Co	$34.7M	2.58%	0.56%	-21.4%	Q4 2021
SDRLSEADRILL Ltd	$32.4M	2.40%	1.37%	+3.0%	Q3 2023
XOMExxonMobil Holdings Corp	$31.7M	2.35%	0.01%	+23.7%	Q4 2021
SLABSilicon Laboratories Inc.	$26M	1.92%	0.36%	+193.8%	Q1 2026
LBRDKLiberty Broadband Corp	$25.4M	1.89%	Not reported	+51.9%	Q1 2025
ACLSAxcelis Technologies Inc	$25.3M	1.88%	0.43%	+62.7%	Q1 2026
NUVLNuvalent, Inc.	$24.3M	1.80%	6.28%	New	Q2 2026
SEISolaris Energy Infrastructure, Inc.	$21.9M	1.62%	Not reported	-10.1%	Q4 2024
OVVOvintiv Inc.	$21.1M	1.56%	0.14%	-23.7%	Q1 2024
RRCRange Resources Corp	$20.8M	1.54%	0.24%	-26.7%	Q4 2021
APGEApogee Therapeutics, Inc.	$20.6M	1.53%	0.21%	New	Q2 2026
CCJCameco Corp	$20.5M	1.52%	0.05%	+19.5%	Q3 2024
CPRXCatalyst Pharmaceuticals, Inc.	$17.9M	1.33%	0.47%	New	Q2 2026
SMSM Energy Co	$17M	1.26%	0.27%	+32.8%	Q4 2025
WMBWilliams Companies, Inc.	$16.4M	1.22%	0.02%	+66.6%	Q3 2024
BPBP PLC	$16.4M	1.21%	Not reported	+28.0%	Q2 2025
DARDarling Ingredients Inc.	$16.1M	1.19%	0.18%	+165.3%	Q4 2023
SUSuncor Energy Inc	$15.8M	1.17%	0.02%	-4.1%	Q3 2025
AEEAmeren Corp	$15.1M	1.12%	0.05%	New	Q2 2026
CASYCaseys General Stores Inc	$15.1M	1.12%	0.05%	+288.4%	Q3 2025
PPLPPL Corp	$15M	1.11%	0.05%	+86.1%	Q4 2022
TECHBIO-TECHNE Corp	$14.8M	1.10%	0.13%	New	Q2 2026
WFRDWeatherford International plc	$13.9M	1.03%	0.24%	-9.1%	Q4 2021
EVRGEvergy, Inc.	$13.8M	1.02%	0.07%	+32.9%	Q4 2021
TMHCTaylor Morrison Home Corp	$13.6M	1.01%	0.20%	New	Q2 2026
FANGDiamondback Energy, Inc.	$13.5M	1.00%	0.03%	Not reported	Q4 2021
PRIMPrimoris Services Corp	$13.3M	0.98%	0.25%	New	Q2 2026
MLMMartin Marietta Materials Inc	$12.9M	0.96%	0.04%	+13.7%	Q3 2023
PSXPhillips 66	$12.7M	0.94%	0.02%	New	Q2 2026
LNTAlliant Energy Corp	$12.6M	0.94%	0.06%	+94.3%	Q4 2021
UNPUnion Pacific Corp	$12M	0.89%	0.01%	+14.0%	Q3 2023
OIIOceaneering International Inc	$11.5M	0.86%	0.29%	+16.6%	Q4 2021
OXYOccidental Petroleum Corp	$11.5M	0.86%	0.02%	+21.7%	Q4 2021
AEPAmerican Electric Power Co Inc	$11.5M	0.85%	0.02%	+61.7%	Q4 2021
SLBSLB Limited	$11.2M	0.83%	0.02%	-11.8%	Q4 2021
GTLSChart Industries Inc	$11.1M	0.82%	0.11%	-8.9%	Q3 2025
ETREntergy Corp	$10.6M	0.79%	0.02%	+378.7%	Q1 2026
PBRPetrobras - Petroleo Brasileiro SA	$10.4M	0.77%	0.01%	+31.1%	Q3 2025
SOSouthern Co	$10.3M	0.76%	0.01%	+383.7%	Q4 2023
PCGPG&E Corp	$10.2M	0.76%	0.03%	+72.0%	Q4 2021
TALKTalkspace, Inc.	$10.2M	0.76%	1.18%	-25.6%	Q1 2026
TRGPTarga Resources Corp.	$10M	0.74%	0.02%	+20.7%	Q1 2026

Q1 2026Reported May 15, 2026111 positions
EXEEXPAND ENERGY Corp	$82.1M	5.91%	0.31%	+2.0%	Q4 2021
PRPermian Resources Corp	$81.1M	5.84%	0.51%	-13.4%	Q3 2022
MTDRMatador Resources Co	$56M	4.03%	0.71%	-20.6%	Q4 2021
FTITechnipFMC plc	$44.8M	3.22%	0.16%	-22.9%	Q3 2023
COPConocophillips	$42.9M	3.09%	0.03%	-26.6%	Q4 2021
DBRGDigitalBridge Group, Inc.	$40.8M	2.94%	1.45%	New	Q1 2026
WBSWebster Financial Corp	$39.2M	2.82%	0.35%	New	Q1 2026
SDRLSEADRILL Ltd	$37.8M	2.72%	1.33%	-9.8%	Q3 2023
APAAPA Corp	$37.5M	2.70%	0.25%	+38.3%	Q4 2021
CTRACentra Software Inc	$35.7M	2.57%	Not reported	Not reported	Q4 2021
VLOValero Energy Corp	$34.6M	2.49%	0.05%	+32.3%	Q4 2021
RRCRange Resources Corp	$34.4M	2.48%	0.32%	+9.2%	Q4 2021
XOMExxonMobil Holdings Corp	$31.8M	2.29%	0.00%	-39.2%	Q4 2021
OVVOvintiv Inc.	$31.1M	2.24%	0.19%	-5.5%	Q1 2024
TPHTri Pointe Homes, Inc.	$27.8M	2.00%	0.70%	New	Q1 2026
CSGSCSG Systems International Inc	$25.9M	1.87%	1.14%	+19.8%	Q4 2025
LBRDKLiberty Broadband Corp	$25.3M	1.82%	Not reported	+55.9%	Q1 2025
SEESealed Air Corp	$21.8M	1.57%	0.35%	+140.8%	Q4 2025
MASIMasimo Corp	$21.7M	1.56%	0.23%	New	Q1 2026
SUSuncor Energy Inc	$20.3M	1.46%	0.03%	+47.3%	Q3 2025
HOLXHologic Inc	$18.5M	1.33%	0.11%	+44.2%	Q4 2025
CCJCameco Corp	$18.3M	1.31%	0.04%	-33.5%	Q3 2024
WFRDWeatherford International plc	$17.8M	1.28%	0.26%	-22.5%	Q4 2021
SEISolaris Energy Infrastructure, Inc.	$17.1M	1.23%	Not reported	-23.6%	Q4 2024
BPBP PLC	$16.3M	1.17%	Not reported	-29.8%	Q2 2025
SMSM Energy Co	$15.3M	1.10%	0.21%	-54.7%	Q4 2025
FOLDAmicus Therapeutics, Inc.	$14.8M	1.06%	0.33%	New	Q1 2026
SLBSLB Limited	$14.1M	1.01%	0.02%	+244.6%	Q4 2021
KWKennedy-Wilson Holdings, Inc.	$13.7M	0.98%	0.91%	+1222.0%	Q4 2025
TALKTalkspace, Inc.	$13.7M	0.98%	1.57%	New	Q1 2026
OXYOccidental Petroleum Corp	$12.7M	0.91%	0.02%	Not reported	Q4 2021
GLNGGolar LNG Ltd	$12.6M	0.91%	0.23%	-4.5%	Q4 2024
GTLSChart Industries Inc	$12.1M	0.87%	0.12%	-9.5%	Q3 2025
EAElectronic Arts Inc.	$12M	0.86%	Not reported	-21.6%	Q3 2025
MLMMartin Marietta Materials Inc	$11.6M	0.83%	0.03%	-0.7%	Q3 2023
NENoble Corp plc	$11.4M	0.82%	0.15%	+27.5%	Q4 2022
SAIASaia Inc	$10.7M	0.77%	0.11%	+27.3%	Q1 2025
PBFPBF Energy Inc.	$10.5M	0.76%	Not reported	+100.1%	Q4 2025
XPROExpro Ltd	$10.4M	0.75%	Not reported	-14.8%	Q3 2023
PBRPetrobras - Petroleo Brasileiro SA	$10.2M	0.73%	0.01%	+13.3%	Q3 2025
PARRPar Pacific Holdings, Inc.	$9.93M	0.72%	0.32%	New	Q1 2026
EVRGEvergy, Inc.	$9.82M	0.71%	0.05%	-16.1%	Q4 2021
WMBWilliams Companies, Inc.	$9.64M	0.69%	0.01%	-56.6%	Q3 2024
SRESempra	$9.63M	0.69%	0.02%	-32.8%	Q1 2022
SOLSSolstice Advanced Materials Inc.	$9.47M	0.68%	0.08%	+22.9%	Q4 2025
UNPUnion Pacific Corp	$9.35M	0.67%	0.01%	+40.8%	Q3 2023
QRVOQorvo, Inc.	$8.75M	0.63%	0.13%	New	Q1 2026
OIIOceaneering International Inc	$8.66M	0.62%	0.25%	-35.8%	Q4 2021
BGBunge Global SA	$8.49M	0.61%	0.03%	-18.4%	Q3 2025
PPLPPL Corp	$8.48M	0.61%	0.03%	-2.3%	Q4 2022

Q4 2025Reported Feb 17, 2026100 positions
EXEEXPAND ENERGY Corp	$80.9M	6.85%	0.31%	+0.3%	Q4 2021
PRPermian Resources Corp	$61.6M	5.22%	0.58%	+5.8%	Q3 2022
MTDRMatador Resources Co	$47.4M	4.02%	0.90%	+9.7%	Q4 2021
COPConocophillips	$41.5M	3.52%	0.04%	+4.7%	Q4 2021
FTITechnipFMC plc	$37.4M	3.17%	0.21%	+49.8%	Q3 2023
XOMExxonMobil Holdings Corp	$37.1M	3.14%	0.01%	-11.7%	Q4 2021
ALSumisho Air Lease Corporation	$33.2M	2.81%	0.46%	+649.9%	Q3 2025
SDRLSEADRILL Ltd	$31.9M	2.70%	1.48%	+21.0%	Q3 2023
CFLTConfluent, Inc.	$25.1M	2.13%	0.76%	New	Q4 2025
CADECadence Financial Corp	$24.8M	2.10%	Not reported	New	Q4 2025
RRCRange Resources Corp	$24.6M	2.08%	0.30%	-7.3%	Q4 2021
CCJCameco Corp	$23.1M	1.96%	0.06%	+28.3%	Q3 2024
FYBRFrontier Communications Parent, Inc.	$22.4M	1.90%	Not reported	+589.4%	Q2 2025
OVVOvintiv Inc.	$21.7M	1.84%	0.22%	-7.3%	Q1 2024
CSGSCSG Systems International Inc	$20.8M	1.76%	0.95%	New	Q4 2025
SMSM Energy Co	$20.3M	1.72%	0.95%	New	Q4 2025
WFRDWeatherford International plc	$19M	1.61%	0.34%	-17.3%	Q4 2021
WMBWilliams Companies, Inc.	$18.3M	1.55%	0.03%	-10.6%	Q3 2024
SEISolaris Energy Infrastructure, Inc.	$18.2M	1.54%	Not reported	+31.0%	Q4 2024
EXKEndeavour Silver Corp	$17.5M	1.48%	0.07%	New	Q4 2025
VLOValero Energy Corp	$17.2M	1.46%	0.03%	-35.9%	Q4 2021
BPBP PLC	$17.1M	1.45%	Not reported	+125.2%	Q2 2025
LBRDKLiberty Broadband Corp	$15.7M	1.33%	Not reported	+9370.9%	Q1 2025
APAAPA Corp	$15.6M	1.32%	0.18%	-48.4%	Q4 2021
EAElectronic Arts Inc.	$15.3M	1.30%	Not reported	+14236.6%	Q3 2025
GTLSChart Industries Inc	$13.3M	1.13%	0.14%	+5754.6%	Q3 2025
SRESempra	$13M	1.10%	0.02%	+24.0%	Q1 2022
SNVSynovus Financial Corp	$12.9M	1.09%	0.19%	New	Q4 2025
DAYDayforce, Inc.	$12.8M	1.09%	0.12%	New	Q4 2025
HOLXHologic Inc	$12.7M	1.07%	0.08%	New	Q4 2025
CDTXCidara Therapeutics, Inc.	$12.6M	1.07%	0.18%	New	Q4 2025
MLMMartin Marietta Materials Inc	$12.3M	1.04%	0.03%	+47.5%	Q3 2023
EVRGEvergy, Inc.	$10.4M	0.88%	0.06%	+24.0%	Q4 2021
TXNMTXNM Energy Inc	$10.1M	0.85%	0.16%	+112.4%	Q3 2023
CARRCARRIER GLOBAL Corp	$9.71M	0.82%	0.02%	+218.5%	Q3 2023
DARDarling Ingredients Inc.	$9.55M	0.81%	0.17%	-21.6%	Q4 2023
XPROExpro Ltd	$9.37M	0.79%	Not reported	-15.5%	Q3 2023
SUSuncor Energy Inc	$9.24M	0.78%	0.02%	+97.3%	Q3 2025
OIIOceaneering International Inc	$9.13M	0.77%	0.38%	-25.4%	Q4 2021
GLNGGolar LNG Ltd	$9.09M	0.77%	0.24%	-30.9%	Q4 2024
SEESealed Air Corp	$8.94M	0.76%	0.15%	New	Q4 2025
HPHelmerich & Payne, Inc.	$8.25M	0.70%	0.29%	-23.6%	Q4 2021
NSCNorfolk Southern Corp	$8.13M	0.69%	0.01%	+1381.9%	Q3 2025
GEVGE Vernova Inc.	$7.99M	0.68%	0.00%	+81.8%	Q1 2024
PPLPPL Corp	$7.95M	0.67%	0.03%	-22.5%	Q4 2022
SAIASaia Inc	$7.79M	0.66%	0.09%	-34.2%	Q1 2025
WECWec Energy Group, Inc.	$7.73M	0.66%	0.02%	+24.0%	Q4 2021
SHWSherwin Williams Co	$7.35M	0.62%	0.01%	+49.4%	Q3 2023
BGBunge Global SA	$7.29M	0.62%	0.04%	-23.5%	Q3 2025
LNTAlliant Energy Corp	$6.95M	0.59%	0.04%	+24.1%	Q4 2021

Q3 2025Reported Nov 14, 2025107 positions
EXEEXPAND ENERGY Corp	$77.6M	8.68%	0.31%	+44.5%	Q4 2021
PRPermian Resources Corp	$53.1M	5.94%	0.52%	-0.1%	Q3 2022
MTDRMatador Resources Co	$45.8M	5.12%	0.82%	-1.2%	Q4 2021
COPConocophillips	$40.1M	4.48%	0.03%	+23.0%	Q4 2021
XOMExxonMobil Holdings Corp	$39.4M	4.40%	0.01%	+159.0%	Q4 2021
APAAPA Corp	$30M	3.36%	0.35%	+355.7%	Q4 2021
RRCRange Resources Corp	$28.3M	3.17%	0.32%	+18.1%	Q4 2021
VLOValero Energy Corp	$28.1M	3.15%	0.05%	+94.0%	Q4 2021
OVVOvintiv Inc.	$24.1M	2.70%	0.24%	+10.4%	Q1 2024
SDRLSEADRILL Ltd	$23M	2.57%	1.22%	+13.6%	Q3 2023
FTITechnipFMC plc	$22.1M	2.47%	0.14%	-15.1%	Q3 2023
WMBWilliams Companies, Inc.	$21.6M	2.42%	0.03%	+2.7%	Q3 2024
WFRDWeatherford International plc	$20.1M	2.25%	0.41%	+3.4%	Q4 2021
SHELShell plc	$19.9M	2.22%	0.00%	New	Q3 2025
CCJCameco Corp	$16.5M	1.85%	0.05%	+3.1%	Q3 2024
GLNGGolar LNG Ltd	$14.3M	1.60%	0.34%	-14.5%	Q4 2024
OIIOceaneering International Inc	$12.6M	1.41%	0.46%	+25.9%	Q4 2021
SEISolaris Energy Infrastructure, Inc.	$12.1M	1.35%	Not reported	-38.7%	Q4 2024
DVNDevon Energy Corp	$11M	1.23%	0.05%	+276.3%	Q4 2021
CASYCaseys General Stores Inc	$10.9M	1.22%	0.05%	New	Q3 2025
PPLPPL Corp	$10.9M	1.22%	0.04%	+1.7%	Q4 2022
SAIASaia Inc	$10.9M	1.21%	0.14%	-5.1%	Q1 2025
SRESempra	$10.7M	1.20%	0.02%	+29.2%	Q1 2022
DARDarling Ingredients Inc.	$10.4M	1.17%	0.21%	+817.7%	Q4 2023
SOSouthern Co	$10.4M	1.17%	0.01%	+7.9%	Q4 2023
XPROExpro Ltd	$9.87M	1.10%	Not reported	+16.4%	Q3 2023
DINOHF Sinclair Corp	$9.61M	1.07%	0.10%	New	Q3 2025
EVRGEvergy, Inc.	$8.75M	0.98%	0.05%	-1.6%	Q4 2021
BGBunge Global SA	$8.68M	0.97%	0.05%	New	Q3 2025
TLNTalen Energy Corp	$8.64M	0.97%	0.04%	-60.8%	Q3 2024
MLMMartin Marietta Materials Inc	$8.45M	0.95%	0.02%	-28.5%	Q3 2023
HPHelmerich & Payne, Inc.	$8.32M	0.93%	0.38%	Not reported	Q4 2021
VSTVistra Corp.	$8.25M	0.92%	0.01%	-43.4%	Q3 2022
KMIKinder Morgan, Inc.	$8.21M	0.92%	0.01%	New	Q3 2025
PNWPinnacle West Capital Corp	$7.73M	0.86%	0.07%	+7.9%	Q1 2025
CIVICivitas Resources, Inc.	$7.69M	0.86%	0.28%	+78.8%	Q4 2021
BPBP PLC	$7.55M	0.84%	Not reported	+72.8%	Q2 2025
WECWec Energy Group, Inc.	$6.78M	0.76%	0.02%	+8.0%	Q4 2021
CEGConstellation Energy Corp	$6.59M	0.74%	0.01%	+546.7%	Q1 2022
ETNEaton Corp plc	$5.9M	0.66%	0.00%	+247.3%	Q1 2024
UNPUnion Pacific Corp	$5.84M	0.65%	0.00%	Not reported	Q3 2023
RALRalliant Corp	$5.82M	0.65%	0.12%	New	Q3 2025
LNTAlliant Energy Corp	$5.81M	0.65%	0.03%	+7.9%	Q4 2021
ATIAti Inc	$5.66M	0.63%	0.05%	+497.5%	Q4 2024
DTMDT Midstream, Inc.	$5.58M	0.62%	0.05%	New	Q3 2025
SHWSherwin Williams Co	$5.25M	0.59%	0.01%	+3.3%	Q3 2023
AEPAmerican Electric Power Co Inc	$4.97M	0.56%	0.01%	-48.5%	Q4 2021
DKDelek US Holdings, Inc.	$4.94M	0.55%	0.25%	New	Q3 2025
LPXLouisiana-Pacific Corp	$4.61M	0.52%	0.07%	-13.8%	Q4 2024
TXNMTXNM Energy Inc	$4.56M	0.51%	0.07%	-64.6%	Q3 2023

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