Sourcerock Group LLC

Fundamental concentrated ★Signal energy specialist (72%) CIK 1822531
League rank
#1026
in Fundamental concentrated · #7467 overall
Long book
$2.38B
Q1 2026
Positions
39
Top-10 weight
75%
concentration
Last quarter
-16.7%
SPY +14.8%
Turnover
50%
of book per quarter

Strategy in plain words

auto-generated from filings

Sourcerock Group LLC is a concentrated fundamental stock-picker, specialised in energy (72% of the long book), running a $2.38B US long book across 39 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ANTERO RESOURCES CORP, CALIFORNIA RESOURCES CORP, CHORD ENERGY CORP, NOBLE CORP PLC, PATTERSON-UTI ENERGY INC.

Over the last 9 quarters its long book ran on average 1.9pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-5.5%
Q2 2024
-9.9%
Q3 2024
+6.5%
Q4 2024
+2.5%
Q1 2025
-1.0%
Q2 2025
+0.5%
Q3 2025
+6.8%
Q4 2025
+39.9%
Q1 2026
-16.7%

Sector allocation

Energy
72%
Utilities
14%
Industrials
10%
Materials
2%
Consumer discretionary
1%
Other
1%

Long book by quarter

$1.24B
Q1 2024
$1.41B
Q2 2024
$1.24B
Q3 2024
$1.41B
Q4 2024
$1.77B
Q1 2025
$1.92B
Q2 2025
$1.47B
Q3 2025
$1.75B
Q4 2025
$2.38B
Q1 2026

What does Sourcerock Group own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
AR ANTERO RESOURCES CORPEnergy8.3M$352.5M14.8%-9.4%
CRC CALIFORNIA RESOURCES CORPEnergy4.5M$314.7M13.2%+6.3%
CHRD CHORD ENERGY CORPEnergy1.3M$183.6M7.7%+15.7%
NE NOBLE CORP PLCEnergy3.7M$180.6M7.6%-25.0%
PTEN PATTERSON-UTI ENERGY INCEnergy16.3M$176.6M7.4%+4.6%
CENX CENTURY ALUMINUM COMPANYIndustrials2.7M$157.7M6.6%-25.8%
TALO TALOS ENERGY INCEnergy7.9M$125.3M5.3%-24.8%
PUMP PROPETRO HOLDING CORPEnergy7.2M$104.4M4.4%+5.8%
HAL HALLIBURTON COEnergy2.5M$96.6M4.1%-24.7%
OKE ONEOK INCUtilities1.0M$91.8M3.9%+37.2%
LNG CHENIERE ENERGY INCUtilities225.1K$63.9M2.7%+350.2%
OVV OVINTIV INCEnergy942.0K$55.9M2.4%+98.5%
BTU PEABODY ENERGY CORPMaterials1.4M$46.8M2.0%-26.7%
PCG P G & E CORPUtilities2.4M$43.0M1.8%0.0%
OXY OCCIDENTAL PETROLEUM CORPEnergy611.1K$39.7M1.7%New
FANG DIAMONDBACK ENERGY INCEnergy180.3K$35.7M1.5%New
TDW TIDEWATER INCIndustrials423.5K$35.4M1.5%New
XEL XCEL ENERGY INCUtilities307.6K$24.4M1.0%+0.2%
LNT ALLIANT ENERGY CORPUtilities299.1K$21.5M0.9%-0.1%
NJR NEW JERSEY RESOURCES CORPUtilities349.9K$19.2M0.8%+84.1%
ANDE ANDERSONS INC/THEConsumer discretionary258.7K$18.6M0.8%+1.1%
VG VENTURE GLOBAL INC-CL AUtilities1.1M$17.0M0.7%New
EQT EQT CORPEnergy242.5K$15.4M0.6%New
GPRE GREEN PLAINS INCOther851.9K$14.0M0.6%New
MUSA MURPHY USA INCConsumer discretionary24.9K$12.3M0.5%New
GLNG GOLAR LNG LTDIndustrials216.8K$11.7M0.5%+29.4%
SWX SOUTHWEST GAS HOLDINGS INCUtilities128.7K$11.2M0.5%-35.5%
VST VISTRA CORPUtilities70.9K$10.7M0.4%New
GNRC GENERAC HOLDINGS INCIndustrials54.0K$10.5M0.4%New
TRP TC ENERGY CORPUtilities165.6K$10.4M0.4%-52.1%
UGI UGI CORPUtilities268.8K$9.8M0.4%-46.7%
CMP COMPASS MINERALS INTERNATIONMaterials235.2K$5.5M0.2%New
ASTL ALGOMA STEEL GROUP INCIndustrials1.3M$5.4M0.2%New
NEXT NEXTDECADE CORPUtilities591.2K$4.5M0.2%+47.8%
CNR CORE NATURAL RESOURCES INCMaterials38.6K$4.0M0.2%New
HNRG HALLADOR ENERGY COUtilities147.0K$2.4M0.1%New
NPWR NET POWER INCIndustrials1.5M$2.3M0.1%+0.5%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202641$2.48B canonicalSEC ↗
Q4 202513F-HRFeb 13, 202637$1.79B canonicalSEC ↗
Q3 202513F-HRNov 14, 202535$1.47B canonicalSEC ↗
Q2 202513F-HRAug 14, 202539$1.92B canonicalSEC ↗
Q1 202513F-HRMay 15, 202538$1.77B canonicalSEC ↗
Q4 202413F-HRFeb 14, 202535$1.41B canonicalSEC ↗
Q3 202413F-HRNov 14, 202434$1.24B canonicalSEC ↗
Q2 202413F-HRAug 14, 202434$1.41B canonicalSEC ↗
Q1 202413F-HRMay 15, 202431$1.24B canonicalSEC ↗