Talara Capital Management Q2 2018 vs Q3 2018: Analyzing Their 13F Holdings

Talara Capital Management, LLC is an investment advisory company that operates hedge funds for its clients. As an SEC-registered firm, Talara Capital Management is required to file a quarterly report known as Form 13F. The company recently submitted their Q2 2018 and Q3 2018 Form 13F reports, and we will be analyzing the changes in their holdings during this period.

In this article, we will discuss Talara Capital Management's holdings during Q2 2018 and Q3 2018, the changes in the shares and value of their holdings, and the percentage of change. Let's dive in.

Firstly, Talara Capital Management's holdings in Enterprise Prods Partners remained the same for both Q2 and Q3 2018, with 885,035 shares and a value of $24,489,000. The same goes for QEP Res Inc, Plains GP Hldgs L P, Transdigm Group Inc, Halliburton Co, Axalta Coating Sys Ltd, Air Prods and Chems Inc, Waste Connections Inc, and Ecolab Inc, as the company maintained their shares and values.

In Q2 2018, Talara Capital Management had no holdings in Equity Comwlth, but in Q3 2018, they showed a sudden interest by acquiring 409,189 shares, with a value of $12,889,000.

EQT Corp saw no change in its shares and value, with 160,965 shares and $8,882,000 value held during Q2 and Q3 2018. Praxair Inc, Schlumberger Ltd, Newmont Mining Corp, and Newfield Expl Co saw no difference in their shares and value held during this period.

Barrick Gold Corp had its shares and value unchanged for both Q2 and Q3 2018, with Talara Capital Management holding 190,835 shares valued at $2,506,000. Williams Cos Inc Del also saw no change in its 91,447 shares, valued at $2,479,000, that were held during both quarters.

In conclusion, Talara Capital Management LLC maintained most of its holdings for Q2 and Q3 2018, with no significant changes in the shares and values. However, their sudden acquisition of 409,189 shares in Equity Comwlth is a notable action, and only time will tell if this move will result in gains.

If you're considering investing in Talara Capital Management's holdings, it's always essential to consult with a financial advisor to determine if it aligns with your investment goals and risk tolerance.