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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 ASML ASML HLDG NV Technology 178.0 $235K 0.03% -286.0 -61.6% $1320.83 +23.6%
42 ETN EATON CORP PLC Industrials 635.0 $227K 0.03% -218.0 -25.6% $357.67 +9.4%
43 ARGT GLOBAL X FDS 2,308.0 $215K 0.03% -19K -89.2% $93.32 -3.1%
44 GTES GATES INDL CORP PLC Industrials 9,510.0 $215K 0.03% -2K -18.5% $22.61 +8.3%
45 RRX REGAL REXNORD CORPORATION Industrials 1,078.0 $202K 0.03% -261.0 -19.5% $187.26 +7.2%
46 NXE NEXGEN ENERGY LTD Energy 13,871.0 $161K 0.02% -2K -10.0% $11.60 -8.1%
47 DNN DENISON MINES CORP Energy 27,091.0 $96K 0.01% -3K -10.0% $3.54 -8.8%
48 HAYMAKER ACQUISITION CORP IV 148,352.0 -352K -70.3%
49 COMP COMPASS INC Technology 29,670.0 -70K -70.3%
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%