Talara Capital Management as of Sept. 30, 2017
Portfolio Holdings for Talara Capital Management
Talara Capital Management holds 17 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Enterprise Products Partners (EPD) | 12.2 | $24M | 902k | 26.07 | |
| QEP Resources | 11.1 | $21M | 2.5M | 8.57 | |
| Plains Gp Holdings Lp-cl A (PAGP) | 9.3 | $18M | 817k | 21.87 | |
| TransDigm Group Incorporated (TDG) | 8.1 | $16M | 61k | 255.65 | |
| Air Products & Chemicals (APD) | 7.0 | $13M | 89k | 151.23 | |
| Halliburton Company (HAL) | 6.8 | $13M | 282k | 46.03 | |
| EQT Corporation (EQT) | 6.2 | $12M | 182k | 65.24 | |
| Range Resources (RRC) | 5.7 | $11M | 560k | 19.57 | |
| Axalta Coating Sys (AXTA) | 5.3 | $10M | 354k | 28.92 | |
| EOG Resources (EOG) | 4.7 | $9.1M | 94k | 96.74 | |
| Monsanto Company | 4.2 | $8.2M | 68k | 119.82 | |
| Praxair | 3.5 | $6.8M | 49k | 139.74 | |
| Schlumberger (SLB) | 3.5 | $6.7M | 96k | 69.76 | |
| Union Pacific Corporation (UNP) | 3.5 | $6.7M | 57k | 115.96 | |
| Waste Connections (WCN) | 3.3 | $6.4M | 91k | 69.96 | |
| Newmont Mining Corporation (NEM) | 2.9 | $5.6M | 148k | 37.51 | |
| Barrick Gold Corp (GOLD) | 2.7 | $5.2M | 325k | 16.09 |
