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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 4 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLE SELECT SECTOR SPDR TR 32,638.0 $1.5M 0.28% NEW $44.71 +33.1%
62 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 9,913.0 $1.5M 0.28% NEW $146.58 -11.3%
63 ONTO ONTO INNOVATION INC Technology 9,179.0 $1.4M 0.28% NEW $157.86 +66.1%
64 ESOA ENERGY SVCS ACQUISITION CORP Industrials 175,777.0 $1.4M 0.28% NEW $8.17 +113.8%
65 VIG VANGUARD SPECIALIZED FUNDS 6,524.0 $1.4M 0.28% NEW $219.78 +6.1%
66 PONY AI INC 98,627.0 $1.4M 0.28% NEW $14.50
67 TGB TASEKO MINES LTD Basic Materials 250,000.0 $1.4M 0.27% NEW $5.66 +16.1%
68 ENZL ISHARES TR 30,000.0 $1.4M 0.26% NEW $45.27 -1.7%
69 AIRS AIRSCULPT TECHNOLOGIES INC Healthcare 669,944.0 $1.3M 0.26% NEW $1.98 +169.2%
70 CNQ CANADIAN NAT RES LTD Energy 37,280.0 $1.3M 0.24% NEW $33.85 +43.6%
71 AMZN AMAZON COM INC Consumer Cyclical 5,184.0 $1.2M 0.23% NEW $230.82 +15.4%
72 NUVB NUVATION BIO INC Healthcare 130,000.0 $1.2M 0.23% NEW $8.96 -47.3%
73 INFLECTION POINT ACQUISITION 100,000.0 $1.1M 0.21% NEW $10.72
74 COMP COMPASS INC Technology 100,000.0 $1.1M 0.20% NEW $10.57 -20.5%
75 GPCR STRUCTURE THERAPEUTICS INC Healthcare 14,835.0 $1.0M 0.20% NEW $69.55 -43.7%
76 TRVI TREVI THERAPEUTICS INC Healthcare 82,034.0 $1.0M 0.20% NEW $12.52 +12.9%
77 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 3,320.0 $1.0M 0.20% NEW $303.89 +33.1%
78 TSHA TAYSHA GENE THERAPIES INC Healthcare 180,853.0 $995K 0.19% NEW $5.50 -0.2%
79 VIPER ENERGY PARTNERS LP 23,794.0 $919K 0.18% NEW $38.63
80 STIM NEURONETICS INC Healthcare 644,951.0 $890K 0.17% NEW $1.38 -13.0%
Page 4 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%