本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
DFT Energy LP (CIK 1688235) reported $42.2M across 12 reported positions in its SEC 13F filing for 2018-12-31. Largest positions: WLL2 ($5.4M, 12.90%), SWN ($4.7M, 11.10%), APC ($4.4M, 10.38%), XEC ($4.3M, 10.22%), SM ($3.9M, 9.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WLL2 | WHITING PETE CORP NEW | $5.4M | 12.90% | 240,000 | Trimmed |
| 2 | SWN | SOUTHWESTERN ENERGY CO | $4.7M | 11.10% | 1.4M | Trimmed |
| 3 | APC | ANADARKO PETE CORP | $4.4M | 10.38% | 100,000 | Trimmed |
| 4 | XEC | CIMAREX ENERGY CO | $4.3M | 10.22% | 70,000 | Trimmed |
| 5 | SM | SM ENERGY CO | $3.9M | 9.35% | 255,000 | Trimmed |
| 6 | HES | HESS CORP | $3.8M | 9.11% | 95,000 | Trimmed |
| 7 | CTRA | CABOT OIL & GAS CORP | $3.5M | 8.25% | 155,900 | Trimmed |
| 8 | RRC | RANGE RES CORP | $3.3M | 7.71% | 340,000 | Trimmed |
| 9 | DVN | DEVON ENERGY CORP NEW | $2.6M | 6.14% | 115,000 | Trimmed |
| 10 | GPORQ | GULFPORT ENERGY CORP | $2.6M | 6.05% | 390,000 | Trimmed |
| 11 | CLR | CONTINENTAL RESOURCES INC | $2.2M | 5.23% | 55,000 | Trimmed |
| 12 | AR | ANTERO RES CORP | $1.5M | 3.56% | 160,000 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2018-12-31