Devon Energy Corp/DE

CIK 1090012 · View on SEC EDGAR ↗

Portfolio value
$475.7M
#3,596 of 8,643 by 13F value · top 41.6%
Positions
1
As of
March 31, 2026 Data as of Q1 2026
Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
2
Effective number of positions
1.8

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 5.82% Est. buys $1,044,338,092 · sells $60,149,813

New positions
1
Increased
0
Decreased
1
Closed
0
On this page

Sector breakdown

Energy
34.4%
Other/Unmapped
65.6%

Full portfolio 2 positions

Type Streak 8Q trend
Unknown issuer (CUSIP: 31556C106) $1,044,338,092 65.57% 35,728,296 Up ×1
WBI WaterBridge Infrastructure LLC Class A Shares Representing Limited Liability Company Interests $548,390,288 34.43% 16,002,051 $72,674,230 Down ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
Unknown issuer (CUSIP: 31556C106) $1,044,338,092 35,728,296 65.57%

Top movers (QoQ)

Security Action Shares Δ Value Δ
WBI Trimmed -1.8M +$72.7M