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:
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
24,489.0
0%
12.700
0%
0.040
+4.42%
+3.85%
68,320.4
Oil & Gas
QEP
QEP Resources Inc
1,794,858
22,005.0
0%
11.410
0%
0.740
+73.62%
+70.71%
989.7
Oil & Gas
PAGP
Plains GP Holdings LP
850,030
20,324.0
0%
10.540
0%
0.440
+7.55%
+12.17%
3,925.2
Oil & Gas
TDG
TransDigm Group Inc
46,028
15,886.0
0%
8.240
0%
0.080
+18.18%
+26.08%
89,741.0
Aerospace & Defense
HAL
Halliburton Co
351,351
15,832.0
0%
8.210
0%
0.040
+7.49%
-17.94%
18,887.9
Oil & Gas
AXTA
Axalta Coating Systems Ltd
467,073
14,157.0
0%
7.340
0%
0.210
-5.12%
-12.22%
6,565.5
Chemicals
APD
Air Products & Chemicals Inc
84,975
13,233.0
0%
6.860
0%
0.040
+13.24%
+4.63%
66,293.7
Chemicals
EQC
Equity Commonwealth
409,189
12,889.0
New Holding
6.680
+6.68%
0.360
-100.00%
-100.00%
169.7
REITs
WCN
Waste Connections Inc
150,348
11,318.0
0%
5.870
0%
0.060
-5.60%
+7.84%
47,655.6
Waste Management
ECL
Ecolab Inc
80,382
11,280.0
0%
5.850
0%
0.030
+13.12%
+15.16%
76,123.1
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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