Stock Taper 
SAGEFIELD CAPITAL LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Delek US Holdings, Inc. | DK | 73.26K | $3.72M |
 Valaris Limited | VAL | 70.35K | $5.11M |
 Warner Bros. Discovery, Inc. | WBD | 68.26K | $1.82M |
 Bunge Global S.A. | BG | 63.06K | $6.73M |
 Solstice Advanced Materials Inc. | SOLS | 58.05K | $5.14M |
 MGM Resorts International | MGM | 57.69K | $2.76M |
 Golar LNG Limited | GLNG | 56.57K | $2.82M |
 Southwest Gas Holdings, Inc. | SWX | 56.15K | $4.98M |
 Vistra Corp. | VST | 50.5K | $8.01M |
 Century Aluminum Company | CENX | 49.1K | $2.26M |
 Sempra | SRE | 48.9K | $4.53M |
 Louisiana-Pacific Corporation | LPX | 47.12K | $3.71M |
 Union Pacific Corporation | UNP | 43.94K | $11.95M |
| AC AVALONBAY CMNTYS INC | AVB | 43.44K | $8.2M |
 DT Midstream, Inc. | DTM | 39.96K | $5.86M |
 Fluence Energy, Inc. | FLNC | 39.91K | $793.35K |
 DTE Energy Company | DTE | 38.04K | $5.8M |
 Targa Resources Corp. | TRGP | 37.37K | $10.02M |
| EA ELECTRONIC ARTS INC | EA | 31.87K | $6.53M |
 Caesars Entertainment, Inc. | CZR | 25.05K | $755.86K |