Sitio Royalties股票討論區

$Sitio Royalties(STR.US)$2022年上市，近3年營收下跌又恢復，營業利潤也從0.37億下滑到0.08億又恢復到0.33億，2022前三季度營收暴漲2.8倍到2.7億，營業利潤暴漲5倍到1.75億，淨利潤暴漲至1.8億，但是優先股派息後僅剩0.15億。目前市盈率53，如果全年淨利0.2億，對應市盈率18.4，目前看起來估值並不便宜。

在管理規模超過35億美元的全球投資巨頭中，有兩家在2022年取得了正回報，其中霍華德·馬克斯（Howard Marks）以26.71%的收益率遙遙領先。
隨着最近13F的披露，霍華德·馬克斯的最新投資行動也浮出水面。
橡樹資本管理公司的總部設在洛杉磯。橡樹資本管理公司是一家對沖基金，擁有310名客戶，管理的全權資產（AUM）爲147，452，182，548美元（2022年11月2日的ADV表格）。他們最近報告的2022年第三季度13F文件包括9，108，674，000美元的託管13F證券和52.56%的前10大持股集中度。
橡樹資本的最新持股
橡樹資本管理公司（OakTree Capital Management）董事長霍華德馬克斯（Howard Marks）一直青睞低效市場，並大量投資於債務、優先股和可轉換債券。而2022年的大利潤主要是因爲它對能源股的俘獲。
自2021年初以來，橡樹資本在股票頭寸方面大幅增加了能源股的分配。根據橡樹資本提交給這些公司的13F季度報告，截至2022年第三季度末，橡樹資本的總持股規模爲91....

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