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Portfolio (Quarterly) Guide ↗

WEXFORD CAPITAL LP

· CIK 0001048462
13F Portfolio $518M AUM 369 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 369 New
Page 10 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 URI UNITED RENTALS INC Industrials 254.0 $206K 0.04% NEW $809.33 +16.0%
182 TREX TREX CO INC Industrials 5,851.0 $205K 0.04% NEW $35.08 +11.7%
183 GPOR GULFPORT ENERGY CORP Energy 984.0 $205K 0.04% NEW $207.99 -14.3%
184 ADSK AUTODESK INC Technology 681.0 $202K 0.04% NEW $296.01 -18.6%
185 BIRKENSTOCK HOLDING PLC 4,696.0 $192K 0.04% NEW $40.90
186 NRG NRG ENERGY INC Utilities 1,205.0 $192K 0.04% NEW $159.24 -13.6%
187 CSX CSX CORP Industrials 5,282.0 $191K 0.04% NEW $36.25 +25.6%
188 FLS FLOWSERVE CORP Industrials 2,744.0 $190K 0.04% NEW $69.38 +0.3%
189 DELL DELL TECHNOLOGIES INC Technology 1,506.0 $190K 0.04% NEW $125.88 +134.5%
190 RRX REGAL REXNORD CORPORATION Industrials 1,339.0 $188K 0.04% NEW $140.32 +43.1%
191 FLEX FLEX LTD Technology 2,956.0 $179K 0.03% NEW $60.42 +119.3%
192 EMBJ EMBRAER S.A. Industrials 2,714.0 $175K 0.03% NEW $64.37 -10.5%
193 BA BOEING CO Industrials 800.0 $174K 0.03% NEW $217.12 +0.9%
194 SCHL SCHOLASTIC CORP Communication Services 5,800.0 $172K 0.03% NEW $29.63 +37.4%
195 RBRK RUBRIK INC. Technology 2,189.0 $167K 0.03% NEW $76.48 -12.9%
196 DOLLY VARDEN SILVER CORP 36,273.0 $159K 0.03% NEW $4.37
197 ACA ARCOSA INC Industrials 1,489.0 $158K 0.03% NEW $106.32 +13.6%
198 DDOG DATADOG INC Technology 1,159.0 $158K 0.03% NEW $135.99 +63.5%
199 CEG CONSTELLATION ENERGY CORP Utilities 425.0 $150K 0.03% NEW $353.27 -16.8%
200 NOW SERVICENOW INC Technology 975.0 $149K 0.03% NEW $153.19 -33.3%
Page 10 of 19  ·  369 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 24.1%
Industrials 22.1%
Healthcare 12.2%
Technology 11.6%
Basic Materials 8.8%
Communication Services 7.7%
Consumer Cyclical 5.7%
Utilities 3.6%
Consumer Defensive 2.4%
Financial Services 1.9%