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Portfolio (Quarterly) Guide ↗

HITE Hedge Asset Management LLC

· CIK 0001568939
13F Portfolio $1.8B AUM 126 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 45 New 33 Added 36 Reduced 40 Exited
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AUR AURORA INNOVATION INC Technology 119,727.0 $493K 0.03% NEW $4.12 +74.0%
42 TAC TRANSALTA CORP Utilities 34,627.0 $455K 0.03% NEW $13.15 -1.3%
43 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 3,000.0 $282K 0.02% NEW $93.87 +106.0%
44 RES RPC INC Energy 36,957.0 $262K 0.01% NEW $7.08 -0.1%
45 ALAB ASTERA LABS INC Technology 2,000.0 $219K 0.01% NEW $109.60 +171.8%
Page 3 of 3  ·  45 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
Utilities 40.6%
Energy 27.9%
Consumer Cyclical 10.5%
Basic Materials 9.3%
Industrials 9.3%
Technology 2.1%
Financial Services 0.2%