Sagefield Capital LP - Q42025 Holdings

Sagefield Capital LP holds 102 stocks with a total portfolio value of $ 1.18B as of Q42025. In Q42025, Sagefield Capital LP added 30 new positions, increased stakes in 45 stocks, reduced 27 holdings, and fully exited 37 positions. The largest holding is Expand Energy Corporation (EXE), representing 6.85% of the total portfolio.