HP

Hartree Partners Portfolio holdings

AUM $288M
1-Year Est. Return 28.44%
This Quarter Est. Return
1 Year Est. Return
+28.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$8.97M
3
+$6.47M
4
LNG icon
Cheniere Energy
LNG
+$5.31M
5
VRN
Veren
VRN
+$4.95M

Top Sells

1
+$9.77M
2
+$5.41M
3
+$4.13M
4
EQT icon
EQT Corp
EQT
+$4.09M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$3.86M

Sector Composition

1 Energy 74.22%
2 Utilities 10.92%
3 Materials 9.61%
4 Technology 2.74%
5 Industrials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
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