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CIK 0002048079 • 7 13F filings • Apr 14, 2025 – Jul 30, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| CNX RES CORP | CALL | $277 | 0.0% | 3,698 SH | |
| EQT CORP | COM | $37.8M | 45.8% | 708,244 SH | |
| EXPAND ENERGY CORPORATION | COM | $35.3M | 42.7% | 316,949 SH | |
| TALEN ENERGY CORP | COM | $4.0M | 4.8% | 20,000 SH | |
| WARRIOR MET COAL INC | COM | $5.4M | 6.6% | 114,014 SH | |
| WESTLAKE CORPORATION | PUT | $5K | 0.0% | 2,000 SH |
| 13F-HR |
| 0002048079-26-000016 |
| $163.1M |
| View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0002048079-25-000008 | $373.7M | View |
| May 6, 2026 | Q1 2026 | 13F-HR | 0002048079-26-000014 | $261.6M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0002048079-25-000007 | $82.6M | View |