TC

Talara Capital Management, LLC

13F
Talara Capital Management, LLC
Last update 2018-11-13 17 Stocks (1 new)
Value $193.00 Mil Turnover 7 %
Countries:
Top Holdings:
Portfolio Report
Talara Capital Management, LLC... Top Holdings of 2018-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
EPD
Enterprise Products Partners LP
885,035
24489.000
0%
12.700
0%
0.040
+15.50%
+6.66%
72505.383
Oil & Gas
QEP
QEP Resources Inc
1,794,858
22005.000
0%
11.410
0%
0.740
+73.62%
+70.71%
989.669
Oil & Gas
PAGP
Plains GP Holdings LP
850,030
20324.000
0%
10.540
0%
0.440
+11.92%
+12.30%
4075.692
Oil & Gas
TDG
TransDigm Group Inc
46,028
15886.000
0%
8.240
0%
0.080
-7.86%
+2.64%
73140.631
Aerospace & Defense
HAL
Halliburton Co
351,351
15832.000
0%
8.210
0%
0.040
-7.29%
+3.71%
24773.756
Oil & Gas
AXTA
Axalta Coating Systems Ltd
467,073
14157.000
0%
7.340
0%
0.210
-6.01%
+1.37%
7564.614
Chemicals
APD
Air Products & Chemicals Inc
84,975
13233.000
0%
6.860
0%
0.040
-3.27%
+6.83%
68483.809
Chemicals
EQC
Equity Commonwealth
409,189
12889.000
New Holding
6.680
+6.68%
0.360
+27.43%
-2.82%
184.615
REITs
WCN
Waste Connections Inc
150,348
11318.000
0%
5.870
0%
0.060
-3.62%
+2.14%
45216.327
Waste Management
ECL
Ecolab Inc
80,382
11280.000
0%
5.850
0%
0.030
-8.55%
-0.18%
66231.549
Chemicals

Talara Capital Management, LLC's Historical Top Holdings Breakdowns

Talara Capital Management, LLC Total Holding History ($B)

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Talara Capital Management, LLC's Asset Allocation

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Talara Capital Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Talara Capital Management, LLC's Hypothetical Growth since 2018-09-30

Talara Capital Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Talara Capital Management, LLC's Holdings Heat Map

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Talara Capital Management, LLC's Holdings Bubble Chart

Talara Capital Management, LLC News

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