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CIK 0001693946 • 4 13F filings • May 28, 2025 – Feb 17, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Devon Energy Corp New | COM | $432.5M | 38.0%Prev: 39.0% | 11,806,148 SH | Increased |
| Diamondback Energy, Inc. | COM | $435.5M | 38.2%Prev: 37.7% | 2,896,632 SH | Increased+107,369 SH |
| Permian Resources | CLASS A COM | $270.7M | 23.8%Prev: 23.3% | 19,291,053 SH | Increased |
| 13F-HR |
| 0000950123-25-008233 |
| $1.02B |
| View |
| May 28, 2025 | Q1 2025 | 13F-HR | 0000950123-25-005892 | $708.7M | View |