Talara Capital Management as of June 30, 2017
Portfolio Holdings for Talara Capital Management
Talara Capital Management holds 17 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Enterprise Products Partners (EPD) | 11.8 | $34M | 1.2M | 27.08 | |
| Plains Gp Holdings Lp-cl A (PAGP) | 11.4 | $32M | 1.2M | 26.16 | |
| TransDigm Group Incorporated (TDG) | 8.4 | $24M | 89k | 268.86 | |
| EQT Corporation (EQT) | 8.3 | $24M | 406k | 58.59 | |
| Halliburton Company (HAL) | 7.5 | $22M | 502k | 42.71 | |
| Air Products & Chemicals (APD) | 6.4 | $18M | 128k | 143.06 | |
| EOG Resources (EOG) | 6.3 | $18M | 197k | 90.52 | |
| QEP Resources | 6.0 | $17M | 1.7M | 10.10 | |
| Range Resources (RRC) | 5.9 | $17M | 722k | 23.17 | |
| Axalta Coating Sys (AXTA) | 5.8 | $16M | 512k | 32.04 | |
| Waste Connections (WCN) | 4.0 | $12M | 179k | 64.42 | |
| Monsanto Company | 3.9 | $11M | 94k | 118.36 | |
| Schlumberger (SLB) | 3.7 | $11M | 160k | 65.84 | |
| Union Pacific Corporation (UNP) | 3.0 | $8.6M | 79k | 108.91 | |
| Rsp Permian | 2.8 | $8.0M | 248k | 32.27 | |
| Barrick Gold Corp (GOLD) | 2.5 | $7.1M | 447k | 15.91 | |
| Newmont Mining Corporation (NEM) | 2.3 | $6.6M | 204k | 32.39 |
