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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 7 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WRB BERKLEY W R CORP Financial Services 5,000.0 $351K 0.07% NEW $70.12 -3.7%
122 CVRX CVRX INC Healthcare 48,105.0 $342K 0.07% NEW $7.10 -13.9%
123 NUE NUCOR CORP Basic Materials 2,080.0 $339K 0.07% NEW $163.11 +42.2%
124 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 5,459.0 $338K 0.07% NEW $61.86 +26.4%
125 URG UR-ENERGY INC Energy 242,842.0 $338K 0.07% NEW $1.39 +11.5%
126 CMS CMS ENERGY CORP Utilities 4,666.0 $326K 0.06% NEW $69.93 +6.6%
127 AMR ALPHA METALLURGICAL RESOUR I Energy 1,627.0 $325K 0.06% NEW $199.88 -12.3%
128 AGI ALAMOS GOLD INC NEW Basic Materials 8,426.0 $325K 0.06% NEW $38.58 -0.6%
129 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 13,304.0 $325K 0.06% NEW $24.40 -24.3%
130 AEP AMERICAN ELEC PWR CO INC Utilities 2,789.0 $322K 0.06% NEW $115.31 +14.1%
131 SN SHARKNINJA INC Consumer Cyclical 2,868.0 $321K 0.06% NEW $111.90 +0.1%
132 D DOMINION ENERGY INC Utilities 5,403.0 $317K 0.06% NEW $58.59 +15.5%
133 EXPAND ENERGY CORPORATION 2,860.0 $316K 0.06% NEW $110.36
134 IT GARTNER INC Technology 1,228.0 $310K 0.06% NEW $252.28 -36.6%
135 MTZ MASTEC INC Industrials 1,398.0 $304K 0.06% NEW $217.37 +75.8%
136 TRGP TARGA RES CORP Energy 1,643.0 $303K 0.06% NEW $184.50 +50.0%
137 CANADIAN PACIFIC KANSAS CITY 4,100.0 $302K 0.06% NEW $73.63
138 KMI KINDER MORGAN INC DEL Energy 10,919.0 $300K 0.06% NEW $27.49 +22.9%
139 AXP AMERICAN EXPRESS CO Financial Services 800.0 $296K 0.06% NEW $369.95 -15.7%
140 AR ANTERO RESOURCES CORP Energy 8,568.0 $295K 0.06% NEW $34.46 +6.6%
Page 7 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%