HP

Hartree Partners Portfolio holdings

AUM $274M
1-Year Est. Return 36.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$276M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.1M
3
+$10.3M
4
SWN
Southwestern Energy Company
SWN
+$8.87M
5
VRN
Veren
VRN
+$6.89M

Top Sells

1
+$17.2M
2
+$16.4M
3
+$9.94M
4
CTRA icon
Coterra Energy
CTRA
+$9.1M
5
EQT icon
EQT Corp
EQT
+$7.3M

Sector Composition

1 Energy 62.58%
2 Utilities 16.38%
3 Materials 15.78%
4 Industrials 1.42%
5 Consumer Staples 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
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