Afton Capital Management as of June 30, 2022
Portfolio Holdings for Afton Capital Management
Afton Capital Management holds 16 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Digitalbridge Group Cl A Com | 14.4 | $4.9M | 1.0M | 4.88 | |
| Halliburton Company (HAL) | 9.7 | $3.3M | 105k | 31.36 | |
| Occidental Petroleum Corporation (OXY) | 8.7 | $2.9M | 50k | 58.88 | |
| Mosaic (MOS) | 8.4 | $2.8M | 60k | 47.23 | |
| Crowdstrike Hldgs Cl A (CRWD) | 7.5 | $2.5M | 15k | 168.53 | |
| Continental Resources | 7.4 | $2.5M | 38k | 65.35 | |
| Palo Alto Networks (PANW) | 7.3 | $2.5M | 5.0k | 494.00 | |
| Diamondback Energy (FANG) | 7.2 | $2.4M | 20k | 121.15 | |
| Enovix Corp (ENVX) | 6.6 | $2.2M | 250k | 8.91 | |
| Apa Corporation (APA) | 5.2 | $1.7M | 50k | 34.90 | |
| EOG Resources (EOG) | 4.9 | $1.7M | 15k | 110.47 | |
| Devon Energy Corporation (DVN) | 4.1 | $1.4M | 25k | 55.12 | |
| Nutrien (NTR) | 3.5 | $1.2M | 15k | 79.67 | |
| Aspen Aerogels (ASPN) | 3.1 | $1.1M | 107k | 9.88 | |
| Silverbow Resources (SBOW) | 1.3 | $425k | 15k | 28.33 | |
| Liberty Energy Com Cl A (LBRT) | 0.8 | $255k | 20k | 12.75 |
