Talara Capital Management as of Dec. 31, 2017
Portfolio Holdings for Talara Capital Management
Talara Capital Management holds 17 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| QEP Resources | 14.4 | $27M | 2.8M | 9.57 | |
| Enterprise Products Partners (EPD) | 12.8 | $24M | 913k | 26.51 | |
| Plains Gp Holdings Lp-cl A (PAGP) | 9.6 | $18M | 822k | 21.95 | |
| Halliburton Company (HAL) | 7.8 | $15M | 300k | 48.87 | |
| TransDigm Group Incorporated (TDG) | 7.3 | $14M | 50k | 274.62 | |
| Axalta Coating Sys (AXTA) | 7.3 | $14M | 424k | 32.36 | |
| Air Products & Chemicals (APD) | 7.2 | $14M | 82k | 164.08 | |
| EQT Corporation (EQT) | 6.1 | $12M | 203k | 56.92 | |
| Ecolab (ECL) | 5.5 | $10M | 78k | 134.18 | |
| Waste Connections (WCN) | 5.5 | $10M | 146k | 70.94 | |
| Monsanto Company | 3.9 | $7.3M | 62k | 116.77 | |
| Praxair | 3.6 | $6.9M | 44k | 154.67 | |
| EOG Resources (EOG) | 2.7 | $5.0M | 47k | 107.91 | |
| Schlumberger (SLB) | 1.9 | $3.6M | 54k | 67.39 | |
| Newmont Mining Corporation (NEM) | 1.6 | $3.1M | 83k | 37.52 | |
| Williams Companies (WMB) | 1.4 | $2.6M | 87k | 30.50 | |
| Barrick Gold Corp (GOLD) | 1.4 | $2.6M | 181k | 14.47 |
