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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 15 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TFX TELEFLEX INCORPORATED Healthcare 788.0 $96K 0.02% NEW $122.04 +8.2%
282 FRPT FRESHPET INC Consumer Defensive 1,577.0 $96K 0.02% NEW $60.93 -16.0%
283 COTY COTY INC Consumer Defensive 31,056.0 $96K 0.02% NEW $3.08 -34.7%
284 OWL BLUE OWL CAPITAL INC Financial Services 6,390.0 $95K 0.02% NEW $14.94 -32.8%
285 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 4,077.0 $95K 0.02% NEW $23.39 +21.2%
286 POOL POOL CORP Industrials 416.0 $95K 0.02% NEW $228.75 -20.3%
287 LINE LINEAGE INC Real Estate 2,716.0 $95K 0.02% NEW $35.00 +19.8%
288 GTLB GITLAB INC Technology 2,530.0 $95K 0.02% NEW $37.53 -28.2%
289 PYPL PAYPAL HLDGS INC Financial Services 1,622.0 $95K 0.02% NEW $58.38 -24.4%
290 GAMESTOP CORP NEW 4,710.0 $95K 0.02% NEW $20.08
291 GPN GLOBAL PMTS INC Industrials 1,219.0 $94K 0.02% NEW $77.40 -5.2%
292 HUN HUNTSMAN CORP Basic Materials 9,425.0 $94K 0.02% NEW $10.00 +47.9%
293 KMX CARMAX INC Consumer Cyclical 2,438.0 $94K 0.02% NEW $38.64 +5.7%
294 OLN OLIN CORP Basic Materials 4,509.0 $94K 0.02% NEW $20.83 +25.7%
295 STZ CONSTELLATION BRANDS INC Consumer Defensive 678.0 $94K 0.02% NEW $137.96 +4.9%
296 WHR WHIRLPOOL CORP Consumer Cyclical 1,288.0 $93K 0.02% NEW $72.14 -41.8%
297 IRIDIUM COMMUNICATIONS INC 5,339.0 $93K 0.02% NEW $17.38
298 CIVITAS RESOURCES INC 3,409.0 $92K 0.02% NEW $27.09
299 WSC WILLSCOT HLDGS CORP Industrials 4,902.0 $92K 0.02% NEW $18.83 +35.2%
300 FOUR SHIFT4 PMTS INC Technology 1,455.0 $92K 0.02% NEW $62.97 -32.2%
Page 15 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%