Dallas, TXCIK 16292834 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
5 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Evergy Inc | 2.66M | $192.64M | 50.3% | 0 | Held |
| 2 | Riley Exploration Permian In | 4.16M | $109.75M | 28.6% | −227.5K | Reduced |
| 3 | Nrg Energy Inc | 342.3K | $54.50M | 14.2% | 0 | Held |
| 4 | 5e Advanced Materials Inc |
| 8.13M |
| $24.80M |
| 6.5% |
| +533.6K |
| Added |
| 5 | Verde Clean Fuels Inc | 800.0K | $1.65M | 0.4% | 0 | Held |