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Portfolio (Quarterly) Guide ↗

WEXFORD CAPITAL LP

· CIK 0001048462
13F Portfolio $690M AUM 164 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 52 New 49 Added 49 Reduced 257 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 5,500.0 $306K 0.04% +1K +30.9% $55.67 +4.5%
42 AVGO BROADCOM INC Technology 916.0 $284K 0.04% +206.0 +29.0% $309.51 +33.9%
43 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,300.0 $272K 0.04% +2K +153.8% $82.33 -10.3%
44 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 14,274.0 $252K 0.04% +970.0 +7.3% $17.62 +4.3%
45 NRG NRG ENERGY INC Utilities 1,672.0 $244K 0.04% +467.0 +38.8% $146.14 -6.3%
46 CSX CSX CORP Industrials 5,772.0 $237K 0.03% +490.0 +9.3% $41.05 +11.8%
47 CEG CONSTELLATION ENERGY CORP Utilities 791.0 $221K 0.03% +366.0 +86.1% $279.25 +2.4%
48 OC OWENS CORNING NEW Industrials 1,950.0 $211K 0.03% +1K +126.2% $108.22 +7.2%
49 RIG TRANSOCEAN LTD Energy 26,264.0 $174K 0.03% +11K +68.6% $6.63 +10.7%
Page 3 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 26.8%
Industrials 24.3%
Technology 12.5%
Healthcare 9.3%
Basic Materials 7.8%
Consumer Cyclical 7.1%
Communication Services 5.2%
Utilities 3.6%
Consumer Defensive 2.9%
Financial Services 0.6%