Position in AR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$352,501,801
+$36,705,951 QoQ
Shares Held
8,305,886
-9.4% QoQ
Ownership
2.68%
of shares outstanding
% of Portfolio
15.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Sourcerock Group LLC holds $1,122,833,823 across 8 Oil & Gas E&P names. AR ranks #1 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AR |
ANTERO RESOURCES Corp
This page
|
8,305,886 | $352,501,801 | |
| 2 | CRC |
California Resources Corp
|
4,545,993 | $314,673,635 | |
| 3 | CHRD |
Chord Energy Corp
|
1,291,570 | $183,635,422 | |
| 4 | TALO |
Talos Energy Inc.
|
7,949,403 | $125,282,591 | |
| 5 | OVV |
Ovintiv Inc.
|
941,950 | $55,914,152 | |
| 6 | OXY |
Occidental Petroleum Corp /De/
|
611,101 | $39,721,565 | |
| 7 | FANG |
Diamondback Energy, Inc.
|
180,344 | $35,670,239 | |
| 8 | EQT |
EQT Corp
|
242,527 | $15,434,418 |
All Filings in AR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $352,501,801 | 8,305,886 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $315,795,850 | 9,164,128 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $261,302,422 | 7,786,127 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $328,529,077 | 8,156,134 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $298,164,807 | 7,373,017 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $222,768,126 | 6,355,724 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $175,471,394 | 6,124,656 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $192,680,508 | 5,905,011 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $153,752,113 | 5,301,797 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $83,854,310 | 3,697,280 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $774,564 | 24,994 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||