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
$276M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$13.3M
3
+$9.62M
4
SWN
Southwestern Energy Company
SWN
+$8.7M
5
VRN
Veren
VRN
+$6.48M

Top Sells

1
+$21.2M
2
+$16.4M
3
+$9.1M
4
CVE icon
Cenovus Energy
CVE
+$9.04M
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
in Stake 		Capital Flow
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