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CIK 0002031590 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ANTERO RESOURCES CORP | COM | $9.1M | 1.3%Prev: 3.4% | 225,000 SH | Decreased-317,862 SH |
| CAMECO CORP | COM | $18.2M | 2.7%Prev: 2.7% | 245,000 SH | Increased+78,808 SH |
| CHENIERE ENERGY INC | COM NEW | $26.8M | 4.0% | 110,000 SH | New |
| CONSTELLATION ENERGY CORP | COM | $18.7M | 2.8% | 57,800 SH | New |
| CORE SCIENTIFIC INC NEW | COM | $3.4M | 0.5% | 200,000 SH | New |
| EQT CORP | COM | $55.1M | 8.2% | 945,000 SH | New |
| EXPAND ENERGY CORPORATION | COM | $17.5M | 2.6% | 150,000 SH | New |
| FIRST SOLAR INC | COM | $3.8M | 0.6% | 23,000 SH | New |
| FREEPORT-MCMORAN INC | CL B | $13.8M | 2.0% | 319,400 SH | New |
| GE VERNOVA INC | COM | $16.7M | 2.5% | 31,500 SH | New |
| GLOBAL X FDS | GLOBAL X URANIUM | $5.8M | 0.9% | 150,000 SH | New |
| HUT 8 CORP | COM | $4.7M | 0.7%Prev: 0.4% | 250,000 SH | Increased+186,466 SH |
| ISHARES TR | IBOXX HI YD ETF | $68.6M | 10.1% | 850,000 SH | New |
| KODIAK GAS SVCS INC | COM | $16.3M | 2.4%Prev: 10.2% | 475,000 SH | Decreased-713,100 SH |
| NGL ENERGY PARTNERS LP | COM UNIT REPST | $1.5M | 0.2% | 350,000 SH | New |
| NRG ENERGY INC | COM NEW | $8.7M | 1.3% | 54,000 SH | New |
| SPDR GOLD TR | GOLD SHS | $33.1M | 4.9% | 108,540 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $185.4M | 27.4% | 300,000 SH | New |
| TALEN ENERGY CORP | COM | $39.3M | 5.8%Prev: 2.0% | 135,000 SH | Increased+92,491 SH |
| TECK RESOURCES LTD | CL B | $11.4M | 1.7% | 281,100 SH | New |
| VERTIV HOLDINGS CO | COM CL A | $22.5M | 3.3% | 175,300 SH | New |
| VISTRA CORP | COM | $60.5M | 9.0%Prev: 4.2% | 312,400 SH | Increased+122,400 SH |
| WILLIAMS COS INC | COM | $19.7M | 2.9%Prev: 3.2% | 313,000 SH | Decreased+16,900 SH |
| XPLR INFRASTRUCTURE LP | COM UNIT PART IN | $15.2M | 2.2%Prev: 10.5% | 1,853,125 SH | Decreased-4,860,595 SH |
| 13F-HR |
| 0002000324-26-003375 |
| $431.2M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000902664-25-003688 | $675.5M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0002000324-26-001911 | $678.7M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0000902664-25-002327 | $346.9M | View |