Talara Capital Management as of Sept. 30, 2018
Portfolio Holdings for Talara Capital Management
Talara Capital Management holds 17 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Enterprise Products Partners (EPD) | 12.7 | $25M | 885k | 27.67 | |
| QEP Resources | 11.4 | $22M | 1.8M | 12.26 | |
| Plains Gp Holdings Lp-cl A (PAGP) | 10.5 | $20M | 850k | 23.91 | |
| TransDigm Group Incorporated (TDG) | 8.2 | $16M | 46k | 345.14 | |
| Halliburton Company (HAL) | 8.2 | $16M | 351k | 45.06 | |
| Axalta Coating Sys (AXTA) | 7.3 | $14M | 467k | 30.31 | |
| Air Products & Chemicals (APD) | 6.9 | $13M | 85k | 155.73 | |
| Equity Commonwealth (EQC) | 6.7 | $13M | 409k | 31.50 | |
| Waste Connections (WCN) | 5.9 | $11M | 150k | 75.28 | |
| Ecolab (ECL) | 5.8 | $11M | 80k | 140.33 | |
| EQT Corporation (EQT) | 4.6 | $8.9M | 161k | 55.18 | |
| Praxair | 3.8 | $7.2M | 46k | 158.15 | |
| Schlumberger (SLB) | 2.0 | $3.8M | 57k | 67.03 | |
| Newmont Mining Corporation (NEM) | 1.7 | $3.3M | 87k | 37.71 | |
| Newfield Exploration | 1.7 | $3.2M | 107k | 30.25 | |
| Barrick Gold Corp (GOLD) | 1.3 | $2.5M | 191k | 13.13 | |
| Williams Companies (WMB) | 1.3 | $2.5M | 91k | 27.11 |
