Dallas, TXCIK 13226134 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
28 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Antero Midstream Corp | 1.68M | $29.80M | 9.3% | +311 | Added |
| 2 | Williams Cos Inc | 478.9K | $28.79M | 9.0% | −48.1K | Reduced |
| 3 | Kinder Morgan Inc Del | 945.6K | $26.00M | 8.1% | +20.6K | Added |
| 4 | Cheniere Energy Inc |
| 133.1K |
| $25.87M |
| 8.1% |
| −25.9K |
| Reduced |
| 5 | Kinetik Holdings Inc | 577.9K | $20.83M | 6.5% | +47.9K | Added |
| 6 | Energy Transfer L P | 1.18M | $19.46M | 6.1% | −1.32M | Reduced |
| 7 | Plains Gp Hldgs L P | 986.1K | $18.87M | 5.9% | +129 | Added |
| 8 | Targa Res Corp | 82.1K | $15.14M | 4.7% | +37.1K | Added |
| 9 | Enterprise Prods Partners L | 465.6K | $14.93M | 4.7% | −585.4K | Reduced |
| 10 | Antero Resources Corp | 424.5K | $14.63M | 4.6% | +71.5K | Added |
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