Stock Taper 
SAGEFIELD CAPITAL LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Norfolk Southern Corporation | NSC | 5.96K | $1.87M |
 PulteGroup, Inc. | PHM | 7.06K | $968.84K |
 GE Vernova Inc. | GEV | 7.48K | $8.79M |
 Linde plc | LIN | 8.28K | $4.3M |
 Warrior Met Coal, Inc. | HCC | 8.3K | $674.03K |
 Lennar Corporation | LEN | 8.86K | $801.47K |
 Eaton Corporation plc | ETN | 9.67K | $4.12M |
 Penumbra, Inc. | PEN | 11.39K | $3.6M |
 Talen Energy Corporation | TLN | 17.82K | $6.85M |
 Casey's General Stores, Inc. | CASY | 18.98K | $15.08M |
 The Sherwin-Williams Company | SHW | 19.25K | $6.63M |
 Sociedad Química y Minera de Chile S.A. | SQM | 20.62K | $1.53M |
 Saia, Inc. | SAIA | 21.74K | $9.16M |
 Martin Marietta Materials, Inc. | MLM | 22.34K | $12.88M |
 Ferguson plc | FERG | 22.45K | $5.33M |
 Constellation Energy Corporation | CEG | 22.6K | $5.61M |
 The Andersons, Inc. | ANDE | 24.62K | $1.68M |
 Regal Rexnord Corporation | RRX | 24.63K | $5.87M |
 Caesars Entertainment, Inc. | CZR | 25.05K | $755.86K |
| EL ELECTRONIC ARTS INC | EA | 31.87K | $6.53M |