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Post Oak Energy Holdings, LLC — 13F Holdings & Portfolio

CIK 1911838 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Post Oak Energy Holdings, LLC manages $387.5M in 13F-reported U.S. long-equity assets across 1 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are PR (100.00%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 0; 0 existing positions rose in reported value and 1 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$387.5M

Long-equity book

Holdings
1

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+0 / −0 / ↑0 / ↓1

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
PR100.0% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 100%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People
Address
34 S. WYNDEN DR
SUITE 300
HOUSTON, TX 77056-2531
Phone
(713) 571-9393
Website
Name Title / Status Ownership Type
COCHRAN, FROST, WALKER ControlLIMITED PARTNER50–75%Individual
COCHRAN, FROST, WALKER ControlLIMITED PARTNER50–75%Individual
DAVIDSON, PHILIP, A. ControlLIMITED PARTNER25–50%Individual
DAVIDSON, PHILIP, A. ControlLIMITED PARTNER25–50%Individual
POST OAK ENERGY HOLDINGS LLC ControlGENERAL PARTNERLess than 5%Domestic Entity
WETMORE, CLINT, S ControlLIMITED PARTNER25–50%Individual
WETMORE, CLINT, S ControlLIMITED PARTNER25–50%Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0 →

Top Trims

Show all 1 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • No exits this quarter.
Show all 0 →

Post Oak Energy Holdings, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 PERMIAN RESOURCES CORP PR 71424F105 $387.5M 100.00% 21,048,629 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $387.5M 1 0000905148-26-003675
2026-03-31 2026-05-15 $448.8M 1 0000905148-26-002330
2025-12-31 2026-02-17 $295.3M 1 0000905148-26-000784
2025-09-30 2025-11-14 $269.4M 1 0000905148-25-003993
Filer Information
Address
34 S. WYNDEN DR
STE 300
HOUSTON, TX 77056
Phone
(713) 554-9403
Filing Manager
Post Oak Energy Holdings, LLC
HOUSTON, TX
Signatory
Clint S. Wetmore
Managing Director