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HP

Hartree Partners Portfolio holdings

AUM $461M
1-Year Est. Return 66.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+66.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$5.7M
3
+$4.57M
4
PE
PARSLEY ENERGY INC
PE
+$4.26M
5
EQT icon
EQT Corp
EQT
+$4.16M

Top Sells

1
+$3.72M
2
+$3.14M
3
+$2.92M
4
PBF icon
PBF Energy
PBF
+$1.71M
5
SM icon
SM Energy
SM
+$1.6M

Sector Composition

1 Energy 45.9%
2 Financials 22.03%
3 Utilities 8.88%
4 Materials 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-16,676
27
– –
-833,334
28
– –
-20,000
29
– –
-47,500
30
– –
-124,829
31
– –
-18,000
32
– –
-5,176
33
– –
-48,125
34
– –
-72,706
1
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