Talara Capital Management as of March 31, 2018
Portfolio Holdings for Talara Capital Management
Talara Capital Management holds 16 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| QEP Resources | 20.6 | $40M | 4.0M | 9.79 | |
| Enterprise Products Partners (EPD) | 11.7 | $23M | 919k | 24.48 | |
| Plains Gp Holdings Lp-cl A (PAGP) | 9.3 | $18M | 825k | 21.75 | |
| TransDigm Group Incorporated (TDG) | 7.5 | $14M | 47k | 306.94 | |
| Axalta Coating Sys (AXTA) | 7.2 | $14M | 459k | 30.19 | |
| Air Products & Chemicals (APD) | 6.8 | $13M | 82k | 159.03 | |
| Halliburton Company (HAL) | 6.7 | $13M | 277k | 46.94 | |
| Equity Commonwealth (EQC) | 6.3 | $12M | 396k | 30.67 | |
| Ecolab (ECL) | 5.5 | $11M | 78k | 137.07 | |
| Waste Connections (WCN) | 5.5 | $11M | 146k | 71.74 | |
| EQT Corporation (EQT) | 3.8 | $7.4M | 156k | 47.51 | |
| Praxair | 3.3 | $6.4M | 44k | 144.29 | |
| Schlumberger (SLB) | 1.8 | $3.5M | 54k | 64.78 | |
| Newmont Mining Corporation (NEM) | 1.7 | $3.2M | 83k | 39.07 | |
| Barrick Gold Corp (GOLD) | 1.2 | $2.3M | 181k | 12.45 | |
| Williams Companies (WMB) | 1.1 | $2.2M | 87k | 24.86 |
