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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 5 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NVT NVENT ELEC PLC Industrials 4,251.0 $503K 0.07% +2K +100.9% $118.28 +38.3%
82 OKE ONEOK INC NEW Energy 5,193.0 $469K 0.07% NEW $90.39 +2.5%
83 SPRING VY ACQUISITION CORP I 45,748.0 $465K 0.07% NEW $10.16
84 EQT EQT CORP Energy 7,218.0 $459K 0.07% +3K +60.9% $63.64 -9.3%
85 META META PLATFORMS INC Communication Services 793.0 $454K 0.07% -332.0 -29.5% $572.13 +6.2%
86 BIOA BIOAGE LABS INC Healthcare 25,765.0 $451K 0.07% NEW $17.49 -4.3%
87 GUARDIAN METAL RES PLC 25,000.0 $437K 0.06% NEW $17.48
88 ORLA ORLA MNG LTD NEW Basic Materials 26,989.0 $434K 0.06% -3K -10.0% $16.08 -23.6%
89 PANW PALO ALTO NETWORKS INC Technology 2,698.0 $433K 0.06% +783.0 +40.9% $160.32 +57.8%
90 SLB SLB LIMITED Energy 8,015.0 $412K 0.06% +7K +778.8% $51.39 +11.5%
91 CRWD CROWDSTRIKE HLDGS INC Technology 1,034.0 $404K 0.06% NEW $390.41 +66.0%
92 GPOR GULFPORT ENERGY CORP Energy 1,881.0 $398K 0.06% +897.0 +91.2% $211.57 -15.4%
93 TDY TELEDYNE TECHNOLOGIES INC Technology 648.0 $392K 0.06% +193.0 +42.4% $605.01 +1.5%
94 TRGP TARGA RES CORP Energy 1,482.0 $372K 0.05% -161.0 -9.8% $250.73 +8.0%
95 FCX FREEPORT MCMORAN INC Basic Materials 6,268.0 $368K 0.05% NEW $58.78 +6.0%
96 IHS IHS HOLDING LIMITED Communication Services 44,620.0 $367K 0.05% -453K -91.0% $8.23 +1.0%
97 PAAS PAN AMERN SILVER CORP Basic Materials 6,593.0 $360K 0.05% +2K +34.7% $54.63 +0.3%
98 MSFT MICROSOFT CORP Technology 954.0 $353K 0.05% -117.0 -10.9% $370.17 +13.2%
99 FIVE FIVE BELOW INC Consumer Cyclical 1,538.0 $351K 0.05% +345.0 +28.9% $228.48 -3.8%
100 GOOGL ALPHABET INC Communication Services 1,188.0 $342K 0.05% -730.0 -38.1% $287.56 +34.8%
Page 5 of 9  ·  164 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%