MLM
PR

Mount Lucas Management’s Permian Resources PR Stock Holding History

Mount Lucas Management’s Portfolio PR Stock Details PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-43,606
Closed -$604K – 185
2025
Q1 		$604K Sell
43,606
-41,993
-49% -$601K 0.19% 110
2024
Q4 		$1.23M Sell
85,599
-17,102
-17% -$248K 0.43% 57
2024
Q3 		$1.4M Buy
102,701
+3,821
+4% +$56.1K 0.48% 57
2024
Q2 		$1.6M Buy
98,880
+48,116
+95% +$797K 0.46% 71
2024
Q1 		$896K Sell
50,764
-4,096
-7% -$60.1K 0.25% 87
2023
Q4 		$746K Buy
+54,860
New +$751K 0.21% 97
2017
Q1 		– Sell
-2,500
Closed -$49K – 158
2016
Q4 		$49K Sell
2,500
-100
-4% -$1.65K 0.01% 135
2016
Q3 		$41K Buy
+2,600
New +$31.8K 0.01% 145

Other funds holding PR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return

Mount Lucas Management's PR Position: Q2 2025 in Review

Mount Lucas Management sold out of Permian Resources (PR) in Q2 2025, closing a stake of 43,606 shares — an estimated $604K sold.

Mount Lucas Management first reported a position in PR in Q3 2016 and held it in 8 quarters. The position peaked at $1.6M in Q2 2024. 550 funds tracked by Wall St. Rank hold PR as of Q2 2025.

  • Mount Lucas Management reported no remaining Permian Resources position as of Q2 2025 after selling out during the quarter.
  • Mount Lucas Management sold 43,606 Permian Resources shares in Q2 2025, an estimated $604K.
  • Mount Lucas Management first reported a position in Permian Resources in Q3 2016 and held it in 8 quarters.
  • Mount Lucas Management's Permian Resources position peaked at $1.6M in Q2 2024.
  • 550 funds tracked by Wall St. Rank held Permian Resources as of Q2 2025.

Based on Mount Lucas Management's 13F filing for Q2 2025, filed 11 Aug 2025.