SAM
PR

Sagewood Asset Management’s Permian Resources PR Stock Holding History

Sagewood Asset 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
2026
Q2 		$357K Buy
19,368
+8,301
+75% +$167K 0.08% 265
2026
Q1 		$236K Sell
11,067
-4,913
-31% -$84.8K 0.07% 283
2025
Q4 		$224K Buy
+15,980
New +$215K 0.08% 225

Other funds holding PR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $388M AUM 35.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sagewood Asset Management's PR Position: Q2 2026 in Review

Sagewood Asset Management increased its Permian Resources (PR) stake by 75% in Q2 2026, buying an estimated $167K and bringing the position to 19,368 shares worth $357K. The position accounts for 0.08% of the portfolio, ranked #265.

Sagewood Asset Management first reported a position in PR in Q4 2025 and has held it in 3 quarters since. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Sagewood Asset Management held 19,368 shares of Permian Resources worth $357K as of Q2 2026.
  • Sagewood Asset Management bought 8,301 Permian Resources shares in Q2 2026, an estimated $167K.
  • Permian Resources made up 0.08% of Sagewood Asset Management's portfolio in Q2 2026, its #265 holding.
  • Sagewood Asset Management first reported a position in Permian Resources in Q4 2025 and has held it in 3 quarters since.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.