Houston, TXCIK 10482681 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
13 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Antero Resources Corp | 705.8K | $24.32M | 14.2% | +705.8K | New Position |
| 2 | Forum Energy Technologies In | 544.2K | $20.11M | 11.7% | +544.2K | New Position |
| 3 | Coterra Energy Inc | 710.0K | $18.69M | 10.9% | +710.0K | New Position |
| 4 |
| Range Res Corp |
| 525.0K |
| $18.51M |
| 10.8% |
| +525.0K |
| New Position |
| 5 | Ceco Environmental Corp | 283.4K | $16.96M | 9.9% | +283.4K | New Position |
| 6 | Ranger Energy Svcs Inc | 1.09M | $15.20M | 8.9% | +1.09M | New Position |
| 7 | Manitowoc Co Inc | 1.23M | $14.69M | 8.6% | +1.23M | New Position |
| 8 | Rpc Inc | 2.60M | $14.14M | 8.3% | +2.60M | New Position |
| 9 | Mistras Group Inc | 1.08M | $13.66M | 8.0% | +1.08M | New Position |
| 10 | Gulf Is Fabrication Inc | 565.9K | $6.77M | 4.0% | +565.9K | New Position |
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