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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 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IHS IHS HOLDING LIMITED Communication Services 44,620.0 $367K 0.05% -453K -91.0% $8.23 +1.9%
22 MSFT MICROSOFT CORP Technology 954.0 $353K 0.05% -117.0 -10.9% $370.17 +13.1%
23 GOOGL ALPHABET INC Communication Services 1,188.0 $342K 0.05% -730.0 -38.1% $287.56 +33.2%
24 AGI ALAMOS GOLD INC Basic Materials 7,583.0 $337K 0.05% -843.0 -10.0% $44.43 -13.7%
25 KMI KINDER MORGAN INC DEL Energy 9,839.0 $330K 0.05% -1K -9.9% $33.53 +0.8%
26 EWZ ISHARES INC 8,368.0 $321K 0.05% -11K -56.8% $38.39 -5.3%
27 AEM AGNICO EAGLE MINES LTD Basic Materials 1,566.0 $318K 0.05% -3K -66.6% $202.98 -13.3%
28 URG UR-ENERGY INC Energy 211,096.0 $315K 0.05% -32K -13.1% $1.49 +4.0%
29 AM ANTERO MIDSTREAM CORP Energy 13,768.0 $314K 0.04% -1K -8.4% $22.80 -2.8%
30 FCG FIRST TR EXCHANGE-TRADED FD 8,445.0 $268K 0.04% -3K -26.6% $31.69 -4.3%
31 CCJ CAMECO CORP Energy 2,458.0 $267K 0.04% -273.0 -10.0% $108.61 -3.6%
32 SILJ AMPLIFY ETF TR 8,938.0 $266K 0.04% -48K -84.2% $29.72 -3.0%
33 COPX GLOBAL X FDS 3,430.0 $262K 0.04% -382.0 -10.0% $76.35 +9.2%
34 NUE NUCOR CORP Basic Materials 1,536.0 $260K 0.04% -544.0 -26.1% $169.10 +37.2%
35 CMI CUMMINS INC Industrials 478.0 $257K 0.04% -95.0 -16.6% $538.02 +18.9%
36 MRVL MARVELL TECHNOLOGY INC Technology 2,516.0 $249K 0.04% -819.0 -24.6% $99.05 +98.2%
37 SIL GLOBAL X FDS 2,743.0 $247K 0.04% -51K -94.9% $90.08 -2.2%
38 CSCO CISCO SYS INC Technology 3,088.0 $240K 0.04% -2K -37.2% $77.59 +55.2%
39 WRB BERKLEY W R CORP Financial Services 3,600.0 $239K 0.04% -1K -28.0% $66.28 +1.9%
40 IESC IES HOLDINGS INC Industrials 500.0 $238K 0.04% -500.0 -50.0% $476.47 +38.4%
Page 2 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%