Sagefield Capital LP holds a diversified book of 111 stocks worth $1.4B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Digitalbridge Group Inc and trimmed Permian Resources Corp-CL A. Their largest long position is Expand Energy Corp at 6% of the equity book.
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Use Arkolith to show Sagefield Capital LP's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
89% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Expand Energy Corporation COM | $82.1M | 748.0K | 5.9% | ▲+2.0% Added · +15K sh | |
| 2 | Permian Resources Corp CLASS A COM | $81.1M | 3.80M | 5.8% | ▼−13% Reduced · −587K sh | |
| 3 | Matador Res Co COM | $56.0M | 887.1K | 4.0% | ▼−21% Reduced · −230K sh | |
| 4 | Technipfmc PLC COM | $44.8M | 647.5K | 3.2% | ▼−23% Reduced · −193K sh | |
| 5 | ConocoPhillips COM | $42.9M | 325.4K | 3.1% | ▼−27% Reduced · −118K sh | |
| 6 | Digitalbridge Group Inc CL A NEW | $40.8M | 2.65M | 2.9% | ▲New New position | |
| 7 | Webster Finl Corp COM | $39.2M | 565.0K | 2.8% | ▲New New position | |
| 8 | Seadrill Ltd COM | $37.8M | 831.4K | 2.7% | ▼−9.8% Reduced · −90K sh | |
| 9 | Apa Corporation COM | $37.5M | 883.7K | 2.7% | ▲+38% Added · +245K sh | |
| 10 | Coterra Energy Inc COM | $35.7M | 1.02M | 2.6% | ▲New New position | |
| 11 | Valero Energy Corp COM | $34.6M | 140.1K | 2.5% | ▲+32% Added · +34K sh | |
| 12 | Range Res Corp COM | $34.4M | 761.5K | 2.5% | ▲+9.2% Added · +64K sh | |
| 13 | Exxon Mobil Corp COM | $31.8M | 187.5K | 2.3% | ▼−39% Reduced · −121K sh | |
| 14 | Ovintiv Inc COM | $31.1M | 523.8K | 2.2% | ▼−5.5% Reduced · −30K sh | |
| 15 | Tri Pointe Homes Inc COM | $27.8M | 595.5K | 2.0% | ▲New New position | |
| 16 | CSG Sys Intl Inc COM | $25.9M | 324.5K | 1.9% | ▲+20% Added · +54K sh | |
| 17 | Liberty Broadband Corp COM SER C | $25.3M | 503.7K | 1.8% | ▲+56% Added · +181K sh | |
| 18 | Sealed Air Corp New COM | $21.8M | 519.5K | 1.6% | ▲+141% Added · +304K sh | |
| 19 | Masimo Corp COM | $21.7M | 122.2K | 1.6% | ▲New New position | |
| 20 | Suncor Energy Inc New COM | $20.3M | 306.7K | 1.5% | ▲+47% Added · +98K sh | |
| 21 | Hologic Inc COM | $18.5M | 245.0K | 1.3% | ▲+44% Added · +75K sh | |
| 22 | Cameco Corp COM | $18.3M | 168.1K | 1.3% | ▼−34% Reduced · −85K sh | |
| 23 | Weatherford Intl PLC ORD SHS | $17.8M | 188.2K | 1.3% | ▼−23% Reduced · −55K sh | |
| 24 | Solaris Energy Infras Inc COM CL A | $17.1M | 302.8K | 1.2% | ▼−24% Reduced · −94K sh | |
| 25 | BP PLC SPONSORED ADR | $16.3M | 346.3K | 1.2% | ▼−30% Reduced · −147K sh | |
| 26 | SM Energy Company COM | $15.3M | 491.3K | 1.1% | ▼−55% Reduced · −593K sh | |
| 27 | Amicus Therapeutic COM | $14.8M | 1.02M | 1.1% | ▲New New position | |
| 28 | SLB Limited COM STK | $14.1M | 274.0K | 1.0% | ▲+245% Added · +194K sh | |
| 29 | Kennedy-Wilson Holdings Inc COM | $13.7M | 1.26M | 1.0% | ▲13× Added · +1.2M sh | |
| 30 | Talkspace Inc COM | $13.7M | 2.64M | 1.0% | ▲New New position | |
| 31 | Occidental Pete Corp COM | $12.7M | 195.2K | 0.9% | ▲New New position | |
| 32 | Golar LNG Ltd SHS | $12.6M | 233.3K | 0.9% | ▼−4.5% Reduced · −11K sh | |
| 33 | Chart Inds Inc COM | $12.1M | 58.3K | 0.9% | ▼−9.5% Reduced · −6K sh | |
| 34 | Electronic Arts Inc COM | $12.0M | 58.7K | 0.9% | ▼−22% Reduced · −16K sh | |
| 35 | Martin Marietta Matls Inc COM | $11.6M | 19.6K | 0.8% | ▼−0.7% Reduced · −143 sh | |
| 36 | Noble Corp PLC ORD SHS A | $11.4M | 233.2K | 0.8% | ▲+28% Added · +50K sh | |
| 37 | Saia Inc COM | $10.7M | 30.4K | 0.8% | ▲+27% Added · +7K sh | |
| 38 | PBF Energy Inc CL A | $10.5M | 220.8K | 0.8% | ▲+100% Added · +110K sh | |
| 39 | Expro Group Holdings NV COM | $10.4M | 598.1K | 0.7% | ▼−15% Reduced · −104K sh | |
| 40 | Petroleo Brasileiro S A SPONSORED ADR | $10.2M | 491.5K | 0.7% | ▲+13% Added · +58K sh | |
| 41 | Par Pac Holdings Inc COM NEW | $9.9M | 158.6K | 0.7% | ▲New New position | |
| 42 | Evergy Inc COM | $9.8M | 119.8K | 0.7% | ▼−16% Reduced · −23K sh | |
| 43 | Williams Cos Inc COM | $9.6M | 132.4K | 0.7% | ▼−57% Reduced · −173K sh | |
| 44 | Sempra COM | $9.6M | 99.1K | 0.7% | ▼−33% Reduced · −48K sh | |
| 45 | Solstice Advanced Matls Inc COM SHS | $9.5M | 124.4K | 0.7% | ▲+23% Added · +23K sh | |
| 46 | Union Pac Corp COM | $9.4M | 38.6K | 0.7% | ▲+41% Added · +11K sh | |
| 47 | Qorvo Inc COM | $8.8M | 113.1K | 0.6% | ▲New New position | |
| 48 | Oceaneering Intl Inc COM | $8.7M | 244.2K | 0.6% | ▼−36% Reduced · −136K sh | |
| 49 | Bunge Global Sa COM SHS | $8.5M | 66.8K | 0.6% | ▼−18% Reduced · −15K sh | |
| 50 | PPL Corp COM | $8.5M | 221.9K | 0.6% | ▼−2.3% Reduced · −5K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.