Post Oak 13F annual report

Post Oak is an investment fund managing more than $368 billion ran by Clint Wetmore. There are currently 2 companies in Mr. Wetmore’s portfolio. The largest investments include Permian Resources Corp and APA, together worth $368 billion.

$368 billion Assets Under Management (AUM)

As of 7th August 2024, Post Oak’s top holding is 21,048,629 shares of Permian Resources Corp currently worth over $340 billion and making up 92.3% of the portfolio value. Relative to the number of outstanding shares of Permian Resources Corp, Post Oak owns less than approximately 0.1% of the company. In addition, the fund holds 965,708 shares of APA worth $28.4 billion, whose value fell 3.0% in the past six months.

Currently, Post Oak's portfolio is worth at least $368 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Post Oak

The Post Oak office and employees reside in Houston, Texas. According to the last 13-F report filed with the SEC, Clint Wetmore serves as the Managing Director at Post Oak.

Recent trades

In the most recent 13F filing, Post Oak revealed that it had opened a new position in APA and bought 965,708 shares worth $28.4 billion.

On the other hand, there are companies that Post Oak is getting rid of from its portfolio. Post Oak closed its position in Silverbow Res Inc on 14th August 2024. It sold the previously owned 1,849,667 shares for $63.1 billion. Clint Wetmore also disclosed a decreased stake in Permian Resources Corp by approximately 0.1%. This leaves the value of the investment at $340 billion and 21,048,629 shares.

One of the smaller hedge funds

The two most similar investment funds to Post Oak are Kadensa Capital Ltd and Capital City Trust Co/fl. They manage $368 billion and $368 billion respectively.

Clint Wetmore investment strategy

Post Oak’s portfolio is diversified across 1 sector. Currently, their heaviest sector is Energy — making up 100.0% of the total portfolio value. The fund focuses on investments in the United States as 100.0% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 50% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $8.32 billion.

The complete list of Post Oak trades based on 13F SEC filings

These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Permian Resources Corp	0.00% 21,048,629	$339,935,358,000	92.28%
Silverbow Res Inc	Closed 1,849,667	$63,147,631,000
Callon Pete Co Del	Closed 926,339	$33,125,883,000
APA Corporation	Opened 965,708	$28,430,444,000	7.72%
No transactions found
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