Talara Capital Management as of Dec. 31, 2016
Portfolio Holdings for Talara Capital Management
Talara Capital Management holds 19 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| EQT Corporation (EQT) | 11.9 | $34M | 1.2M | 27.04 | |
| Halliburton Company (HAL) | 11.4 | $32M | 593k | 54.09 | |
| TransDigm Group Incorporated (TDG) | 7.4 | $21M | 84k | 248.96 | |
| Pioneer Natural Resources | 6.7 | $19M | 543k | 34.68 | |
| EOG Resources (EOG) | 6.4 | $18M | 276k | 65.40 | |
| Range Resources (RRC) | 6.4 | $18M | 404k | 44.62 | |
| Schlumberger (SLB) | 6.4 | $18M | 215k | 83.95 | |
| Axalta Coating Sys (AXTA) | 6.4 | $18M | 660k | 27.20 | |
| Enterprise Products Partners (EPD) | 6.3 | $18M | 174k | 101.10 | |
| Air Products & Chemicals (APD) | 4.8 | $13M | 93k | 143.82 | |
| Rsp Permian | 4.3 | $12M | 355k | 34.36 | |
| Waste Connections (WCN) | 3.6 | $10M | 130k | 78.59 | |
| Monsanto Company | 3.4 | $9.4M | 89k | 105.21 | |
| Norfolk Southern (NSC) | 3.1 | $8.7M | 48k | 180.08 | |
| Union Pacific Corporation (UNP) | 2.8 | $7.8M | 75k | 103.68 | |
| Barrick Gold Corp (GOLD) | 2.4 | $6.8M | 425k | 15.98 | |
| Newfield Exploration | 2.4 | $6.6M | 194k | 34.07 | |
| Plains Gp Hldgs L P shs a rep ltpn | 2.0 | $5.5M | 279k | 19.81 | |
| Newmont Mining Corporation (NEM) | 1.8 | $5.1M | 47k | 108.06 |
