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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
-6.11%
1 Year Est. Return
+53.94%
3 Year Est. Return
+112.53%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$370M
AUM Growth
-$26.8M
Cap. Flow
-$4.96M
Cap. Flow %
-1.34%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
1
Reduced
–
Closed
1

Top Buys

1
PR
Permian Resources
PR
+$221M

Top Sells

1
ESTE
Earthstone Energy Inc. Class A Common Stock
ESTE
+$226M

Sector Composition

1 Energy 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PR
1
Permian Resources
PR
$16B
$286M 77.35%
21,048,630
+16,147,789
+329% +$221M
SBOW
2
DELISTED
SilverBow Resources, Inc.
SBOW
$53.8M 14.53%
1,849,667
– –
CPE
3
DELISTED
Callon Petroleum Company
CPE
$30M 8.11%
926,339
– –
ESTE
4
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
– –
-11,167,213
Closed -$226M

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