Talara Capital Management as of March 31, 2017
Portfolio Holdings for Talara Capital Management
Talara Capital Management holds 19 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 10.9 | $33M | 148k | 220.16 | |
| Enterprise Products Partners (EPD) | 10.8 | $33M | 1.2M | 27.61 | |
| Halliburton Company (HAL) | 10.2 | $31M | 620k | 49.21 | |
| EOG Resources (EOG) | 9.6 | $29M | 296k | 97.55 | |
| Plains Gp Holdings Lp-cl A (PAGP) | 7.3 | $22M | 698k | 31.26 | |
| Schlumberger (SLB) | 5.8 | $18M | 225k | 78.10 | |
| Rsp Permian | 5.6 | $17M | 403k | 41.43 | |
| Axalta Coating Sys (AXTA) | 5.5 | $16M | 510k | 32.20 | |
| Air Products & Chemicals (APD) | 4.9 | $15M | 109k | 135.29 | |
| QEP Resources | 4.3 | $13M | 1.0M | 12.71 | |
| EQT Corporation (EQT) | 4.1 | $12M | 200k | 61.10 | |
| Waste Connections (WCN) | 4.0 | $12M | 136k | 88.22 | |
| Monsanto Company | 3.5 | $11M | 94k | 113.20 | |
| RPC (RES) | 3.1 | $9.3M | 506k | 18.31 | |
| Barrick Gold Corp (GOLD) | 2.8 | $8.5M | 446k | 18.99 | |
| Union Pacific Corporation (UNP) | 2.8 | $8.3M | 79k | 105.92 | |
| Newmont Mining Corporation (NEM) | 2.2 | $6.7M | 203k | 32.96 | |
| Newfield Exploration | 1.7 | $5.0M | 135k | 36.91 | |
| Nabors Industries | 1.0 | $3.0M | 233k | 13.07 |
