Afton Capital Management as of March 31, 2022
Portfolio Holdings for Afton Capital Management
Afton Capital Management holds 18 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Digitalbridge Group Cl A Com | 26.0 | $12M | 1.7M | 7.20 | |
| Aspen Aerogels (ASPN) | 9.3 | $4.4M | 127k | 34.48 | |
| Halliburton Company (HAL) | 6.8 | $3.2M | 85k | 37.87 | |
| Freeport-mcmoran CL B (FCX) | 5.8 | $2.7M | 55k | 49.75 | |
| Collaborative Investmnt Ser Tuttle Cap Short | 4.9 | $2.3M | 50k | 46.26 | |
| Nabors Industries SHS (NBR) | 4.9 | $2.3M | 15k | 152.73 | |
| Crowdstrike Hldgs Cl A (CRWD) | 4.8 | $2.3M | 10k | 227.10 | |
| Occidental Petroleum Corporation (OXY) | 4.8 | $2.3M | 40k | 56.75 | |
| Chesapeake Energy Corp (CHK) | 4.6 | $2.2M | 25k | 87.00 | |
| Lithium Amers Corp Com New | 4.1 | $1.9M | 50k | 38.50 | |
| Continental Resources | 3.9 | $1.8M | 30k | 61.33 | |
| Enovix Corp (ENVX) | 3.6 | $1.7M | 120k | 14.27 | |
| Livent Corp | 3.6 | $1.7M | 65k | 26.08 | |
| Mosaic (MOS) | 3.5 | $1.7M | 25k | 66.52 | |
| Liberty Oilfield Svcs Com Cl A (LBRT) | 3.3 | $1.6M | 105k | 14.82 | |
| CF Industries Holdings (CF) | 3.3 | $1.5M | 15k | 103.07 | |
| Patterson-UTI Energy (PTEN) | 1.6 | $774k | 50k | 15.48 | |
| Propetro Hldg (PUMP) | 0.9 | $405k | 29k | 13.92 |
