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CIK 0001290910 • 2 13F filings • May 15, 2026 – Aug 12, 2026
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Devon Energy Corp New | COM | $244.8M | 76.0%Prev: 59.0% | 5,924,011 SH | Decreased-4,688,882 SH |
| Kimbell RTY Partners LP | UNIT | $19.0M | 5.9%Prev: 8.7% | 1,306,178 SH | Decreased-4,126,046 SH |
| Permian Resources Corp | CLASS A COM | $58.3M | 18.1%Prev: 29.4% | 3,164,536 SH | Decreased-9,305,061 SH |