Filed: 8/14/2026ACC: 0001771179-26-000007
📋 What this filing means
SAGEFIELD CAPITAL LP filed this quarterly 13F‑HR report disclosing 107 equity positions with a total reported market value of $1.35B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
107
Positions
$1.35B
Total AUM (reported)
34.18M
Total Shares
Allocation by class
COM$1.02B75.4%
CLASS A COM$70.51M5.2%
CL A NEW$40.99M3.0%
COM NEW$34.75M2.6%
SPONSORED ADR$32.10M2.4%
COM CL A$26.11M1.9%
COM SER C$25.45M1.9%
Portfolio Concentration
Top 3$179.99M13.3%
4–10$256.50M19.0%
11–25$321.27M23.8%
Rest$590.85M43.8%
Top 3 weight
13.3%
Top 10 weight
32.4%
Voting Authority Distribution
Total shares with voting rights: 34.18M
Sole
Full voting authority
2.58M
shares
% of voting shares7.6%
Shared
Joint voting authority
31.59M
shares
% of voting shares92.4%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole1
Shared0
Other106
Dominant voting typeShared · 92.4% of voting shares
Institutional Holdings107
Rows:
EXPAND ENERGY CORPORATION
OTRShares801.35K
TypeSH
Market value$73.07M
5.42%
Sole
22.18K
Shared
779.17K
None
0.00
PERMIAN RESOURCES CORP
OTRShares3.58M
TypeSH
Market value$65.92M
4.89%
Sole
97.89K
Shared
3.48M
None
0.00
DIGITALBRIDGE GROUP INC
OTRShares2.60M
TypeSH
Market value$40.99M
3.04%
Sole
351.07K
Shared
2.25M
None
0.00
WEBSTER FINL CORP
OTRShares532.07K
TypeSH
Market value$40.66M
3.01%
Sole
71.81K
Shared
460.26K
None
0.00
CONOCOPHILLIPS
OTRShares381.63K
TypeSH
Market value$39.67M
2.94%
Sole
10.28K
Shared
371.36K
None
0.00
TECHNIPFMC PLC
OTRShares570.78K
TypeSH
Market value$37.84M
2.81%
Sole
15.75K
Shared
555.03K
None
0.00
VALERO ENERGY CORP
OTRShares138.92K
TypeSH
Market value$36.18M
2.68%
Sole
4.01K
Shared
134.91K
None
0.00
APA CORPORATION
OTRShares1.08M
TypeSH
Market value$35.02M
2.60%
Sole
31.91K
Shared
1.04M
None
0.00
MATADOR RES CO
OTRShares697.69K
TypeSH
Market value$34.73M
2.58%
Sole
17.68K
Shared
680K
None
0.00
SEADRILL LTD
OTRShares856.54K
TypeSH
Market value$32.39M
2.40%
Sole
24.05K
Shared
832.49K
None
0.00
EXXON MOBIL CORP
OTRShares232.01K
TypeSH
Market value$31.72M
2.35%
Sole
6.58K
Shared
225.42K
None
0.00
SILICON LABORATORIES INC
OTRShares118.77K
TypeSH
Market value$25.96M
1.92%
Sole
16.06K
Shared
102.71K
None
0.00
LIBERTY BROADBAND CORP
OTRShares765.14K
TypeSH
Market value$25.45M
1.89%
Sole
103.46K
Shared
661.68K
None
0.00
AXCELIS TECHNOLOGIES INC
OTRShares133.77K
TypeSH
Market value$25.34M
1.88%
Sole
18.08K
Shared
115.69K
None
0.00
NUVALENT INC
OTRShares196.48K
TypeSH
Market value$24.27M
1.80%
Sole
10.36K
Shared
186.12K
None
0.00
SOLARIS ENERGY INFRAS INC
OTRShares272.20K
TypeSH
Market value$21.90M
1.62%
Sole
10K
Shared
262.20K
None
0.00
OVINTIV INC
OTRShares399.94K
TypeSH
Market value$21.06M
1.56%
Sole
11.02K
Shared
388.92K
None
0.00
RANGE RES CORP
OTRShares558.39K
TypeSH
Market value$20.77M
1.54%
Sole
14.42K
Shared
543.97K
None
0.00
APOGEE THERAPEUTICS INC
OTRShares155.13K
TypeSH
Market value$20.59M
1.53%
Sole
19.74K
Shared
135.39K
None
0.00
CAMECO CORP
OTRShares200.96K
TypeSH
Market value$20.47M
1.52%
Sole
9.64K
Shared
191.33K
None
0.00
CATALYST PHARMACEUTICALS INC
OTRShares569.48K
TypeSH
Market value$17.90M
1.33%
Sole
61.48K
Shared
508K
None
0.00
SM ENERGY COMPANY
OTRShares652.36K
TypeSH
Market value$17.03M
1.26%
Sole
19.07K
Shared
633.29K
None
0.00
WILLIAMS COS INC
OTRShares220.64K
TypeSH
Market value$16.40M
1.22%
Sole
6.88K
Shared
213.76K
None
0.00
BP PLC
OTRShares443.12K
TypeSH
Market value$16.37M
1.21%
Sole
12.49K
Shared
430.63K
None
0.00
DARLING INGREDIENTS INC
OTRShares293.88K
TypeSH
Market value$16.05M
1.19%
Sole
8.46K
Shared
285.42K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EXPAND ENERGY CORPORATIONOTR | COM | 801.35K | SH | $73.07M 5.42% | 22.18K | 779.17K | 0.00 |
PERMIAN RESOURCES CORPOTR | CLASS A COM | 3.58M | SH | $65.92M 4.89% | 97.89K | 3.48M | 0.00 |
DIGITALBRIDGE GROUP INCOTR | CL A NEW | 2.60M | SH | $40.99M 3.04% | 351.07K | 2.25M | 0.00 |
WEBSTER FINL CORPOTR | COM | 532.07K | SH | $40.66M 3.01% | 71.81K | 460.26K | 0.00 |
CONOCOPHILLIPSOTR | COM | 381.63K | SH | $39.67M 2.94% | 10.28K | 371.36K | 0.00 |
TECHNIPFMC PLCOTR | COM | 570.78K | SH | $37.84M 2.81% | 15.75K | 555.03K | 0.00 |
VALERO ENERGY CORPOTR | COM | 138.92K | SH | $36.18M 2.68% | 4.01K | 134.91K | 0.00 |
APA CORPORATIONOTR | COM | 1.08M | SH | $35.02M 2.60% | 31.91K | 1.04M | 0.00 |
MATADOR RES COOTR | COM | 697.69K | SH | $34.73M 2.58% | 17.68K | 680K | 0.00 |
SEADRILL LTDOTR | COM | 856.54K | SH | $32.39M 2.40% | 24.05K | 832.49K | 0.00 |
EXXON MOBIL CORPOTR | COM | 232.01K | SH | $31.72M 2.35% | 6.58K | 225.42K | 0.00 |
SILICON LABORATORIES INCOTR | COM | 118.77K | SH | $25.96M 1.92% | 16.06K | 102.71K | 0.00 |
LIBERTY BROADBAND CORPOTR | COM SER C | 765.14K | SH | $25.45M 1.89% | 103.46K | 661.68K | 0.00 |
AXCELIS TECHNOLOGIES INCOTR | COM NEW | 133.77K | SH | $25.34M 1.88% | 18.08K | 115.69K | 0.00 |
NUVALENT INCOTR | COM | 196.48K | SH | $24.27M 1.80% | 10.36K | 186.12K | 0.00 |
SOLARIS ENERGY INFRAS INCOTR | COM CL A | 272.20K | SH | $21.90M 1.62% | 10K | 262.20K | 0.00 |
OVINTIV INCOTR | COM | 399.94K | SH | $21.06M 1.56% | 11.02K | 388.92K | 0.00 |
RANGE RES CORPOTR | COM | 558.39K | SH | $20.77M 1.54% | 14.42K | 543.97K | 0.00 |
APOGEE THERAPEUTICS INCOTR | COM | 155.13K | SH | $20.59M 1.53% | 19.74K | 135.39K | 0.00 |
CAMECO CORPOTR | COM | 200.96K | SH | $20.47M 1.52% | 9.64K | 191.33K | 0.00 |
CATALYST PHARMACEUTICALS INCOTR | COM | 569.48K | SH | $17.90M 1.33% | 61.48K | 508K | 0.00 |
SM ENERGY COMPANYOTR | COM | 652.36K | SH | $17.03M 1.26% | 19.07K | 633.29K | 0.00 |
WILLIAMS COS INCOTR | COM | 220.64K | SH | $16.40M 1.22% | 6.88K | 213.76K | 0.00 |
BP PLCOTR | SPONSORED ADR | 443.12K | SH | $16.37M 1.21% | 12.49K | 430.63K | 0.00 |
DARLING INGREDIENTS INCOTR | COM | 293.88K | SH | $16.05M 1.19% | 8.46K | 285.42K | 0.00 |
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