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POEH

Post Oak Energy Holdings Portfolio holdings

AUM $388M Turnover 0%
1-Year Est. Return 35.17%
This Fund
S&P 500
This Quarter Est. Return
-13.65%
1 Year Est. Return
+35.17%
3 Year Est. Return
+64.62%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$388M
AUM Growth
-$61.3M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
–
Reduced
–
Closed
–
Avg Time Held
3.5 years
Top 10 Avg Time Held
3.5 years
Top 20 Avg Time Held
3.5 years

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Energy 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
PR icon
1
Permian Resources
PR
$20.2B
$388M 100%
21,048,629
– –
2022 Q4
14 quarters

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Post Oak Energy Holdings's Q2 2026 Portfolio in Review

As of Q2 2026, Post Oak Energy Holdings held 1 position worth $388M, down 14% from $449M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 0%. Post Oak Energy Holdings opened no new positions and made no exits, leaving the 1-position portfolio largely intact.

By sector, the portfolio is most concentrated in Energy at 100% of assets, unchanged from a quarter earlier.

  • Post Oak Energy Holdings's ten largest holdings make up 100% of its $388M portfolio in Q2 2026.
  • Post Oak Energy Holdings opened 0 new positions and closed 0 in Q2 2026.
  • Post Oak Energy Holdings's portfolio value fell 14% quarter-over-quarter to $388M.

Based on Post Oak Energy Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.