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
JB Investments Management, LLC (CIK 1523988) reported $763.0M across 10 reported positions in its SEC 13F filing for 2022-03-31. Largest positions: OXY ($153.8M, 20.16%), HAL ($147.4M, 19.32%), FANG ($140.8M, 18.45%), OVV ($123.1M, 16.13%), SM ($88.2M, 11.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | OXY | OCCIDENTAL PETE CORP | $153.8M | 20.16% | 2.7M | Trimmed |
| 2 | HAL | HALLIBURTON CO | $147.4M | 19.32% | 3.9M | Trimmed |
| 3 | FANG | DIAMONDBACK ENERGY INC | $140.8M | 18.45% | 1.0M | Trimmed |
| 4 | OVV | OVINTIV INC | $123.1M | 16.13% | 2.3M | Trimmed |
| 5 | SM | SM ENERGY CO | $88.2M | 11.56% | 2.3M | Trimmed |
| 6 | CPE | CALLON PETE CO DEL | $53.3M | 6.98% | 902,025 | Trimmed |
| 7 | MRO | MARATHON OIL CORP | $27.7M | 3.63% | 1.1M | Trimmed |
| 8 | PTEN | PATTERSON-UTI ENERGY INC | $18.8M | 2.47% | 1.2M | Trimmed |
| 9 | PR | CENTENNIAL RESOURCE DEV INC | $7.3M | 0.96% | 907,960 | Trimmed |
| 10 | VTLE | LAREDO PETROLEUM INC | $2.6M | 0.33% | 32,275 | Trimmed |
| 11 | FTI | TECHNIPFMC PLC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2022-03-31