Aventail Capital Group, LP Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$1.4B

Holdings

89

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (89 positions)

#StockSharesValue% PortfolioType
1
FANGDIAMONDBACK ENERGY INC
375,000$75.1T5243482.25%
2
CHRDCHORD ENERGY CORPORATION
434,952$72.9T5094115.06%
3
PRPERMIAN RESOURCES CORP
4,455,450$72.0T5025858.52%
4
EDCONSOLIDATED EDISON INC
745,436$66.7T4655766.41%
5
VSTVISTRA CORP
626,902$53.9T3764811.63%
6
TRGPTARGA RES CORP
395,000$50.9T3552971.07%
7
0E41ENLINK MIDSTREAM LLC
3,640,954$50.1T3499288.75%
8
SDRLSEADRILL 2021 LTD
919,846$47.4T3308784.69%
9
MTDRMATADOR RES CO
760,000$45.3T3163778.04%
10
BKRBAKER HUGHES COMPANY
1,192,181$41.9T2928604.48%
11
OKEONEOK INC NEW
500,000$40.8T2848000.92%
12
OVVOVINTIV INC
800,000$37.5T2618973.45%
13
RRCRANGE RES CORP
1,000,000$33.5T2341961.27%
14
CVECENOVUS ENERGY INC
1,700,546$33.4T2335167.56%
15
8LP1VITAL ENERGY INC
700,000$31.4T2191371.69%
16
NEENEXTERA ENERGY INC
422,795$29.9T2091079.73%
17
CRGYCRESCENT ENERGY COMPANY
2,498,573$29.6T2068028.63%
18
TRPTC ENERGY CORP
770,978$29.2T2040926.42%
19
MGYMAGNOLIA OIL & GAS CORP
1,037,372$26.3T1836061.73%
20
VNOMUSDVIPER ENERGY INC
622,780$23.4T1632523.23%
21
DDOMINION ENERGY INC
442,143$21.7T1513230.16%
22
ARANTERO RESOURCES CORP
663,639$21.7T1512499.14%
23
PPLPPL CORP
745,100$20.6T1438983.63%
24
TRMDTORM PLC
530,989$20.6T1437896.05%
25
GPORGULFPORT ENERGY CORP
133,409$20.1T1407045.79%
26
MPCMARATHON PETE CORP
108,388$18.8T1313338.77%
27
DO1USDDIAMOND OFFSHORE DRILLING IN
1,130,602$17.5T1223227.74%
28
NENOBLE CORP PLC
383,834$17.1T1197046.60%
29
FEFIRSTENERGY CORP
443,034$17.0T1184245.30%
30
OGEOGE ENERGY CORP
418,950$15.0T1044663.85%
31
NJRNEW JERSEY RES CORP
346,312$14.8T1033827.82%
32
KGSKODIAK GAS SVCS INC
460,687$12.6T877158.30%
33
GEVGE VERNOVA INC
72,303$12.4T866147.66%
34
PAGPPLAINS GP HLDGS L P
645,493$12.1T848510.66%
35
SOCSABLE OFFSHORE CORP
800,000$12.1T842072.32%
36
STNGSCORPIO TANKERS INC
146,483$11.9T831707.28%
37
CNMCORE & MAIN INC
242,649$11.9T829446.97%
38
DTEDTE ENERGY CO
103,258$11.5T800630.23%
39
EOGEOG RES INC
90,849$11.4T798708.95%
40
PEGPUBLIC SVC ENTERPRISE GRP IN
150,000$11.1T772155.74%
41
TNKTEEKAY TANKERS LTD
159,617$11.0T767143.95%
42
RIGTRANSOCEAN LTD
2,000,000$10.7T747360.14%
43
CNXCNX RES CORP
430,772$10.5T731138.93%
44
CRCCANADIAN NAT RES LTD
285,959$10.2T711049.61%
45
HUTHUT 8 CORP
673,725$10.1T705391.89%
46
DVNDEVON ENERGY CORP NEW
211,372$10.0T699796.82%
47
DUKDUKE ENERGY CORP NEW
99,562$10.0T697007.56%
48
ITRIITRON INC
92,966$9.2T642584.09%
49
CIVICIVITAS RESOURCES INC
123,805$8.5T596668.94%
50
NEXTNEXTDECADE CORP
997,121$7.9T552986.51%
51
AESAES CORP
448,990$7.9T551003.77%
52
VLOVALERO ENERGY CORP
50,000$7.8T547458.77%
53
PSXPHILLIPS 66
50,000$7.1T493013.23%
54
CORZCORE SCIENTIFIC INC NEW
686,832$6.4T446148.72%
55
CRCCALIFORNIA RES CORP
105,160$5.6T390905.33%
56
PWRQUANTA SVCS INC
21,928$5.6T389164.12%
57
DINOHF SINCLAIR CORP
100,000$5.3T372562.52%
58
MUSAMURPHY USA INC
11,063$5.2T362758.56%
59
WMBWILLIAMS COS INC
121,389$5.2T360341.58%
60
SRESEMPRA
66,266$5.0T352040.99%
61
CMICUMMINS INC
18,130$5.0T350682.40%
62
SOSOUTHERN CO
64,292$5.0T348334.78%
63
CEGCONSTELLATION ENERGY CORP
24,622$4.9T344417.64%
64
PBFPBF ENERGY INC
85,000$3.9T273219.50%
65
EQNREQUINOR ASA
136,672$3.9T272636.42%
66
NFGNATIONAL FUEL GAS CO
71,512$3.9T270672.54%
67
OKLOOKLO INC
437,491$3.7T258820.53%
68
SOCSABLE OFFSHORE CORP
778,471$3.3T232175.53%
69
CASYCASEYS GEN STORES INC
8,649$3.3T230502.07%
70
TALOTALOS ENERGY INC
250,000$3.0T212159.48%
71
XPROEXPRO GROUP HOLDINGS NV
131,368$3.0T210305.40%
72
TACTRANSALTA CORP
415,173$2.9T205563.29%
73
HXLHEXCEL CORP NEW
43,907$2.7T191519.21%
74
ASCARDMORE SHIPPING CORP
121,121$2.7T190601.70%
75
AROCARCHROCK INC
113,887$2.3T160842.73%
76
MYRGMYR GROUP INC DEL
16,436$2.2T155795.25%
77
GLNGGOLAR LNG LTD
65,274$2.0T142930.18%
78
FTITECHNIPFMC PLC
77,580$2.0T141699.27%
79
NVTNVENT ELECTRIC PLC
20,776$1.6T111171.50%
80
CTVHELIX ENERGY SOLUTIONS GRP I
90,000$1.1T75057.31%
81
HAFNHAFNIA LTD
127,199$1.1T74540.44%
82
ACAARCOSA INC
12,477$1.0T72689.99%
83
ROADCONSTRUCTION PARTNERS INC
17,734$979.1B68386.53%
84
LNGCHENIERE ENERGY INC
5,423$948.1B66221.91%
85
7SUSUMMIT MATLS INC
24,449$895.1B62518.28%
86
NWPXNORTHWEST PIPE CO
19,128$649.8B45384.88%
87
GRNTGRANITE RIDGE RESOURCES INC
90,000$569.7B39791.69%
88
ATKRATKORE INC
4,136$558.1B38979.37%
89
1939900DBROOKFIELD INFRASTRUCTURE CO
9,275$312.2B21805.87%