Talara Capital Management as of Dec. 31, 2016
Portfolio Holdings for Talara Capital Management
Talara Capital Management holds 19 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Enterprise Products Partners (EPD) | 11.9 | $34M | 1.2M | 27.04 | |
| Halliburton Company (HAL) | 11.4 | $32M | 593k | 54.09 | |
| TransDigm Group Incorporated (TDG) | 7.4 | $21M | 84k | 248.96 | |
| Plains Gp Hldgs L P shs a rep ltpn | 6.7 | $19M | 543k | 34.68 | |
| EQT Corporation (EQT) | 6.4 | $18M | 276k | 65.40 | |
| Schlumberger (SLB) | 6.4 | $18M | 215k | 83.95 | |
| Rsp Permian | 6.4 | $18M | 404k | 44.62 | |
| Axalta Coating Sys (AXTA) | 6.4 | $18M | 660k | 27.20 | |
| EOG Resources (EOG) | 6.3 | $18M | 174k | 101.10 | |
| Air Products & Chemicals (APD) | 4.8 | $13M | 93k | 143.82 | |
| Range Resources (RRC) | 4.3 | $12M | 355k | 34.36 | |
| Waste Connections (WCN) | 3.6 | $10M | 130k | 78.59 | |
| Monsanto Company | 3.4 | $9.4M | 89k | 105.21 | |
| Pioneer Natural Resources (PXD) | 3.1 | $8.7M | 48k | 180.08 | |
| Union Pacific Corporation (UNP) | 2.8 | $7.8M | 75k | 103.68 | |
| Barrick Gold Corp (GOLD) | 2.4 | $6.8M | 425k | 15.98 | |
| Newmont Mining Corporation (NEM) | 2.4 | $6.6M | 194k | 34.07 | |
| RPC (RES) | 2.0 | $5.5M | 279k | 19.81 | |
| Norfolk Southern (NSC) | 1.8 | $5.1M | 47k | 108.06 |
