Sourcerock Group LLC

Est. AUM

$2.48B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ANTERO RESOURCES CORP	COM	$352.5M	8305886	14.22%	SOLE
2	CALIFORNIA RES CORP	COM STOCK	$314.7M	4545993	12.69%	SOLE
3	CHORD ENERGY CORPORATION	COM NEW	$183.6M	1291570	7.41%	SOLE
4	NOBLE CORP PLC	ORD SHS A	$180.6M	3681172	7.29%	SOLE
5	PATTERSON-UTI ENERGY INC	COM	$176.6M	16309517	7.12%	SOLE
6	CENTURY ALUM CO	COM	$157.7M	2687249	6.36%	SOLE
7	TALOS ENERGY INC	COM	$125.3M	7949403	5.05%	SOLE
8	PROPETRO HLDG CORP	COM	$104.4M	7241813	4.21%	SOLE
9	HALLIBURTON CO	COM	$96.6M	2477128	3.90%	SOLE
10	ONEOK INC NEW	COM	$91.8M	1016145	3.70%	SOLE
11	CHENIERE ENERGY INC	COM NEW	$63.9M	225114	2.58%	SOLE
12	CHENIERE ENERGY INCCALL	COM NEW	$56.8M	200000	2.29%	SOLE
13	OVINTIV INC	COM	$55.9M	941950	2.26%	SOLE
14	PEABODY ENGR CORP	COM	$46.8M	1420791	1.89%	SOLE
15	ONEOK INC NEWCALL	COM	$45.2M	500000	1.82%	SOLE
16	PG&E CORP	COM	$43.0M	2446097	1.73%	SOLE
17	OCCIDENTAL PETE CORP	COM	$39.7M	611101	1.60%	SOLE
18	DIAMONDBACK ENERGY INC	COM	$35.7M	180344	1.44%	SOLE
19	TIDEWATER INC NEW	COM	$35.4M	423513	1.43%	SOLE
20	RICE ACQUISITION CORP 3	UNIT 99/99/9999	$27.2M	2566967	1.10%	SOLE
21	XCEL ENERGY INC	COM	$24.4M	307575	0.99%	SOLE
22	ALLIANT ENERGY CORP	COM	$21.5M	299150	0.87%	SOLE
23	NEW JERSEY RES CORP	COM	$19.2M	349872	0.77%	SOLE
24	ANDERSONS INC	COM	$18.6M	258746	0.75%	SOLE
25	VENTURE GLOBAL INC	COM CL A	$17.0M	1080000	0.69%	SOLE
26	EQT CORP	COM	$15.4M	242527	0.62%	SOLE
27	VANECK ETF TRUST	GOLD MINERS ETF	$15.1M	165000	0.61%	SOLE
28	GREEN PLAINS INC	COM	$14.0M	851878	0.57%	SOLE
29	MURPHY USA INC	COM	$12.3M	24929	0.50%	SOLE
30	GOLAR LNG LTD	SHS	$11.7M	216820	0.47%	SOLE
31	SOUTHWEST GAS HLDGS INC	COM	$11.2M	128669	0.45%	SOLE
32	VISTRA CORP	COM	$10.7M	70900	0.43%	SOLE
33	GENERAC HLDGS INC	COM	$10.5M	54000	0.43%	SOLE
34	TC ENERGY CORP	COM	$10.4M	165584	0.42%	SOLE
35	UGI CORP NEW	COM	$9.8M	268804	0.39%	SOLE
36	COMPASS MINERALS INTL INC	COM	$5.5M	235198	0.22%	SOLE
37	ALGOMA STL GROUP INC	COM	$5.4M	1306403	0.22%	SOLE
38	NEXTDECADE CORP	COM	$4.5M	591171	0.18%	SOLE
39	CORE NATURAL RESOURCES INC	COM SHS	$4.0M	38584	0.16%	SOLE
40	HALLADOR ENERGY COMPANY	COM	$2.4M	146969	0.10%	SOLE
41	NET POWER INC	COM CL A	$2.3M	1504126	0.09%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.