Talara Capital Management, LLC 13F Holdings
CIK 0001523557 · New York, NY
As of Sep 30, 2018, Talara Capital Management, LLC reported 17 positions worth
CIK 0001523557 · New York, NY
As of Sep 30, 2018, Talara Capital Management, LLC reported 17 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS LP | EPD | Energy | 885,035 | $24.5K | 12.70% |
| QEP RES INC | QEP | Energy | 1,794,858 | $22.0K | 11.41% |
| PLAINS GP HOLDINGS LP | PAGP | Energy | 850,030 | $20.3K | 10.54% |
| TRANSDIGM GROUP INC | TDG | Industrials | 46,028 | 5.9K | 8.24% |
| HALLIBURTON CO | HAL | Energy | 351,351 | 5.8K | 8.21% |
| AXALTA COATING SYSTEMS LTD | AXTA | Basic Materials | 467,073 | 4.2K | 7.34% |
| AIR PRODUCTS & CHEMICALS INC | APD | Basic Materials | 84,975 | 3.2K | 6.86% |
| EQUITY COMWLTH | EQC | Real Estate | 409,189 | 2.9K | 6.68% |
| WASTE CONNECTIONS INC | WCN | Industrials | 150,348 | 1.3K | 5.87% |
| ECOLAB INC | ECL | Basic Materials | 80,382 | 1.3K | 5.85% |
| EQT CORP | EQT | Energy | 160,965 | $8.9K | 4.61% |
| LINDE PLC | PX1 | Basic Materials | 45,799 | $7.2K | 3.76% |
| SLB LIMITED | SLB | Equity | 56,573 | $3.8K | 1.97% |
| NEWMONT CORP | NEM | Basic Materials | 86,935 | $3.3K | 1.70% |
| NEWFIELD EXPL CO | — | — | 107,385 | $3.2K | 1.68% |
| BARRICK MINING CORP | B | Basic Materials | 190,835 | $2.5K | 1.30% |
| WILLIAMS COMPANIES INC | WMB | Energy | 91,447 | $2.5K | 1.29% |