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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 9 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HSBC HSBC HLDGS PLC Financial Services 3,141.0 $247K 0.05% NEW $78.67 +17.0%
162 AVGO BROADCOM INC Technology 710.0 $246K 0.05% NEW $346.10 +19.7%
163 MELI MERCADOLIBRE INC Consumer Cyclical 120.0 $242K 0.05% NEW $2014.25 -17.4%
164 EQT EQT CORP Energy 4,487.0 $240K 0.05% NEW $53.60 +8.1%
165 AMTM AMENTUM HOLDINGS INC Industrials 8,251.0 $239K 0.05% NEW $29.00 -19.9%
166 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 3,686.0 $237K 0.05% NEW $64.31 +26.5%
167 SONY SONY GROUP CORP Technology 9,162.0 $235K 0.04% NEW $25.60 -13.5%
168 TFII TFI INTL INC Industrials 2,268.0 $234K 0.04% NEW $103.35 +43.3%
169 IQVIA HLDGS INC 1,032.0 $233K 0.04% NEW $225.41
170 TDY TELEDYNE TECHNOLOGIES INC Technology 455.0 $232K 0.04% NEW $510.73 +21.5%
171 FIVE FIVE BELOW INC Consumer Cyclical 1,193.0 $225K 0.04% NEW $188.36 +16.5%
172 XEL XCEL ENERGY INC Utilities 3,022.0 $223K 0.04% NEW $73.86 +9.8%
173 KYIV KYIVSTAR GROUP LTD Communication Services 17,143.0 $223K 0.04% NEW $12.98 +9.4%
174 TTAN SERVICETITAN INC Technology 2,086.0 $222K 0.04% NEW $106.50 -40.7%
175 CCL CARNIVAL CORP Consumer Cyclical 7,200.0 $220K 0.04% NEW $30.54 -14.9%
176 RELX RELX PLC Communication Services 5,351.0 $216K 0.04% NEW $40.42 -18.3%
177 NVT NVENT ELECTRIC PLC Industrials 2,116.0 $216K 0.04% NEW $101.97 +61.5%
178 SNOW SNOWFLAKE INC Technology 979.0 $215K 0.04% NEW $219.36 -21.5%
179 DTE DTE ENERGY CO Utilities 1,640.0 $212K 0.04% NEW $128.98 +12.7%
180 SNPS SYNOPSYS INC Technology 447.0 $210K 0.04% NEW $469.71 +11.7%
Page 9 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%