TM

THRC Management, LLC

13F
THRC Management, LLC
Last update 2022-05-17 19 Stocks (2 new)
Value $634.00 Mil Turnover 4 %
Countries:
Top Holdings: NEX(25.68%)FANG(15.13%)PUMP(13.84%)MTDR(12.35%)LBRT(12.25%)
Summary Stock Picks Current Portfolio
THRC Management, LLC Top Holdings of 2022-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NEX 		NexTier Oilfield Solutions Inc
17,625,889
162,863.0
-13.30%
25.680
-1.72%
7.220
+40.72%
+14.83%
2,424.9
Oil & Gas
FANG 		Diamondback Energy Inc
700,000
95,956.0
-12.76%
15.130
-1.98%
0.390
-10.06%
-14.29%
40,456.5
Oil & Gas
PUMP 		ProPetro Holding Corp
6,303,468
87,807.0
-29.81%
13.840
-3.89%
6.050
-38.63%
-40.14%
580.3
Oil & Gas
MTDR 		Matador Resources Co
1,478,229
78,317.0
-6.04%
12.350
-0.63%
1.250
-16.25%
-20.94%
5,495.3
Oil & Gas
LBRT 		Liberty Energy Inc
5,242,100
77,688.0
-8.34%
12.250
-0.83%
2.810
-35.06%
-41.79%
1,865.7
Oil & Gas
SEI 		Solaris Oilfield Infrastructure Inc
3,218,875
36,341.0
+17.88%
5.730
+0.87%
9.810
-38.06%
-22.60%
880.4
Oil & Gas
BRK.A 		Berkshire Hathaway Inc
40
21,157.0
0%
3.340
0%
0.000
+6.08%
+11.98%
1,097,312.5
Insurance
SLCA 		US Silica Holdings Inc
1,131,294
21,110.0
New Holding
3.330
+3.33%
1.500
+0.39%
+36.96%
1,211.4
Oil & Gas
WEX 		WEX Inc
70,000
12,492.0
-30.00%
1.970
-0.76%
0.160
-9.69%
-22.48%
4,654.2
Software
TFIN 		Triumph Bancorp Inc
130,439
12,264.0
-14.74%
1.930
-0.48%
0.520
-10.73%
-33.71%
1,426.3
Banks

THRC Management, LLC's Historical Top Holdings Breakdowns

THRC Management, LLC Total Holding History ($B)

To

THRC Management, LLC's Asset Allocation

To

THRC Management, LLC Past Portfolios

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

Top Ranked Articles

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THRC Management, LLC's Hypothetical Growth since 2022-03-31

THRC Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

THRC Management, LLC's Holdings Heat Map

Size field:

THRC Management, LLC's Holdings Bubble Chart

THRC Management, LLC News

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