BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 7 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UNP UNION PAC CORP Industrials 1,080.0 $262K 0.04% $242.62 +9.6%
122 COPX GLOBAL X FDS 3,430.0 $262K 0.04% -382.0 -10.0% $76.35 +8.7%
123 NUE NUCOR CORP Basic Materials 1,536.0 $260K 0.04% -544.0 -26.1% $169.10 +33.9%
124 CMI CUMMINS INC Industrials 478.0 $257K 0.04% -95.0 -16.6% $538.02 +18.7%
125 QXO QXO INC Industrials 13,100.0 $254K 0.04% NEW $19.42 -11.3%
126 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 14,274.0 $252K 0.04% +970.0 +7.3% $17.62 +4.3%
127 MRVL MARVELL TECHNOLOGY INC Technology 2,516.0 $249K 0.04% -819.0 -24.6% $99.05 +92.5%
128 SIL GLOBAL X FDS 2,743.0 $247K 0.04% -51K -94.9% $90.08 -0.8%
129 NRG NRG ENERGY INC Utilities 1,672.0 $244K 0.04% +467.0 +38.8% $146.14 -6.3%
130 AXP AMERICAN EXPRESS CO Financial Services 800.0 $242K 0.04% $302.48 +2.4%
131 CSCO CISCO SYS INC Technology 3,088.0 $240K 0.04% -2K -37.2% $77.59 +52.3%
132 AN AUTONATION INC Consumer Cyclical 1,226.0 $239K 0.04% NEW $195.26 -4.5%
133 WRB BERKLEY W R CORP Financial Services 3,600.0 $239K 0.04% -1K -28.0% $66.28 +3.0%
134 IESC IES HOLDINGS INC Industrials 500.0 $238K 0.04% -500.0 -50.0% $476.47 +36.0%
135 CSX CSX CORP Industrials 5,772.0 $237K 0.03% +490.0 +9.3% $41.05 +11.8%
136 ASML ASML HLDG NV Technology 178.0 $235K 0.03% -286.0 -61.6% $1320.83 +20.5%
137 BHP BHP BILLITON LIMITED Basic Materials 3,213.0 $234K 0.03% NEW $72.74 +16.8%
138 VET VERMILION ENERGY INC Energy 16,835.0 $232K 0.03% NEW $13.78 -8.6%
139 ETN EATON CORP PLC Industrials 635.0 $227K 0.03% -218.0 -25.6% $357.67 +6.7%
140 SCHL SCHOLASTIC CORP Communication Services 5,800.0 $227K 0.03% $39.06 +0.5%
Page 7 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%