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POEH

Post Oak Energy Holdings Portfolio holdings

AUM $449M
1-Year Est. Return 53.94%
This Fund
S&P 500
This Quarter Est. Return
+16.1%
1 Year Est. Return
+53.94%
3 Year Est. Return
+112.53%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$292M
AUM Growth
–
Cap. Flow
+$309M
Cap. Flow %
106.04%
Top 10 Hldgs %
100%
Holding
4
New
4
Increased
–
Reduced
–
Closed
–

Top Buys

1
ESTE
Earthstone Energy Inc. Class A Common Stock
ESTE
+$166M
2
SBOW
SilverBow Resources, Inc.
SBOW
+$58.8M
3
PR
Permian Resources
PR
+$46.8M
4
CPE
Callon Petroleum Company
CPE
+$38M

Top Sells

No sells this quarter

Sector Composition

1 Energy 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESTE
1
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
$159M 54.48%
+11,167,213
New +$166M
SBOW
2
DELISTED
SilverBow Resources, Inc.
SBOW
$52.5M 18%
+1,856,699
New +$58.8M
PR
3
Permian Resources
PR
$16B
$45.9M 15.74%
+4,884,681
New +$46.8M
CPE
4
DELISTED
Callon Petroleum Company
CPE
$34.4M 11.78%
+926,339
New +$38M

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