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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 6 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AGI ALAMOS GOLD INC Basic Materials 7,583.0 $337K 0.05% -843.0 -10.0% $44.43 -11.7%
102 KMI KINDER MORGAN INC DEL Energy 9,839.0 $330K 0.05% -1K -9.9% $33.53 -0.1%
103 CANADIAN PACIFIC KANSAS CITY 4,100.0 $323K 0.05% $78.66
104 EWZ ISHARES INC 8,368.0 $321K 0.05% -11K -56.8% $38.39 -3.6%
105 AEM AGNICO EAGLE MINES LTD Basic Materials 1,566.0 $318K 0.05% -3K -66.6% $202.98 -12.4%
106 XOP SPDR SERIES TRUST 1,733.0 $315K 0.05% +1K +384.1% $181.83 -6.1%
107 URG UR-ENERGY INC Energy 211,096.0 $315K 0.05% -32K -13.1% $1.49 -1.3%
108 AM ANTERO MIDSTREAM CORP Energy 13,768.0 $314K 0.04% -1K -8.4% $22.80 -4.3%
109 GLD SPDR GOLD TR Financial Services 724.0 $312K 0.04% NEW $430.29 -3.1%
110 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 5,500.0 $306K 0.04% +1K +30.9% $55.67 +4.5%
111 KO COCA COLA CO Consumer Defensive 3,964.0 $301K 0.04% NEW $76.05 +6.7%
112 NKE NIKE INC Consumer Cyclical 5,542.0 $293K 0.04% NEW $52.82 -16.0%
113 MSOS ADVISORSHARES TR 80,645.0 $286K 0.04% NEW $3.55 +27.9%
114 AVGO BROADCOM INC Technology 916.0 $284K 0.04% +206.0 +29.0% $309.51 +33.9%
115 SMR NUSCALE PWR CORP Utilities 25,510.0 $277K 0.04% NEW $10.84 -4.2%
116 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,300.0 $272K 0.04% +2K +153.8% $82.33 -10.3%
117 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 39,500.0 $271K 0.04% NEW $6.87 +42.6%
118 FCG FIRST TR EXCHANGE-TRADED FD 8,445.0 $268K 0.04% -3K -26.6% $31.69 -4.7%
119 CCJ CAMECO CORP Energy 2,458.0 $267K 0.04% -273.0 -10.0% $108.61 -3.0%
120 SILJ AMPLIFY ETF TR 8,938.0 $266K 0.04% -48K -84.2% $29.72 -1.7%
Page 6 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%