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
Sourcerock Fund LP (CIK 1822534) reported $193.7M across 12 reported positions in its SEC 13F filing for 2021-03-31. Largest positions: DEN ($55.6M, 28.70%), CIVI ($39.4M, 20.33%), WLL ($38.9M, 20.10%), OII ($26.3M, 13.57%), TS ($13.7M, 7.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DEN | DENBURY INC | $55.6M | 28.70% | 1.2M | New |
| 2 | CIVI | BONANZA CREEK ENERGY INC | $39.4M | 20.33% | 1.1M | New |
| 3 | WLL | WHITING PETE CORP NEW | $38.9M | 20.10% | 1.1M | New |
| 4 | OII | OCEANEERING INTL INC | $26.3M | 13.57% | 2.3M | New |
| 5 | TS | TENARIS S A | $13.7M | 7.07% | 603,416 | New |
| 6 | BKR | BAKER HUGHES COMPANY | $11.9M | 6.14% | 550,147 | New |
| 7 | CALY | CALLAWAY GOLF CO | $2.4M | 1.26% | 90,890 | New |
| 8 | NPKI | NEWPARK RES INC CMN | $1.9M | 0.96% | 594,976 | New |
| 9 | RES | RPC INC CMN | $1.6M | 0.81% | 291,697 | New |
| 10 | WTTR | SELECT ENERGY SVCS INC | $1.4M | 0.71% | 275,000 | New |
| 11 | DNOW | NOW INC | $505,000 | 0.26% | 50,000 | New |
| 12 | XPRO | FRANKS INTL N V | $198,000 | 0.10% | 55,770 | New |
来源：SEC 13F 申报文件 · 截至 2021-03-31