Key Points Sagefield Capital purchased 270,824 shares, trade value $20,769,493, in the fourth quarter of 2025. Quarter-end position value increased by $20,769,493, reflecting the purchase of the new position. The position represents 1.76% of reportable AUM. 10 stocks we like better than CSG Systems › What happened According to an SEC filing dated February 17, 2026, Sagefield Capital LP initiated a...
Key Points Sagefield Capital purchased 270,824 shares, trade value $20,769,493, in the fourth quarter of 2025. Quarter-end position value increased by $20,769,493, reflecting the purchase of the new position. The position represents 1.76% of reportable AUM. 10 stocks we like better than CSG Systems › What happened According to an SEC filing dated February 17, 2026, Sagefield Capital LP initiated a new stake in CSG Systems International (NASDAQ:CSGS). The fund acquired 270,824 shares during the fourth quarter, with the estimated transaction value at $20.77 million based on quarterly average pricing. The quarter-end value of the position also stood at $20.77 million, accounting for both share purchases and any stock price movement during the reporting period. What else to know This was a new position for Sagefield Capital LP, now accounting for 1.76% of its reportable U.S. equity portfolio as of December 31, 2025. Top five holdings after the filing: NASDAQ:EXE: $80.91 million (6.9% of AUM) NYSE:PR: $61.60 million (5.2% of AUM) NYSE:MTDR: $47.42 million (4.0% of AUM) NYSE:COP: $41.51 million (3.5% of AUM) NYSE:FTI: $37.44 million (3.2% of AUM) As of February 17, 2026, shares were priced at $79.69, up 28.3% over the past year and outperforming the S&P 500 by 14.72 percentage points. Company Overview Metric Value Revenue (TTM) $1.22 billion Net Income (TTM) $55.88 million Dividend Yield 1.70% Price (as of market close 2/17/26) $79.69 Company Snapshot CSG Systems International provides revenue management, digital monetization, customer engagement, and payment solutions, with a focus on SaaS platforms and managed services for the communications sector. It generates revenue through recurring software subscriptions, professional services, managed services, and solution licensing. The company serves communications providers globally, as well as clients in retail, financial services, healthcare, insurance, and government sectors. CSG Systems International, Inc. operates at sca...