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Portfolio (Quarterly) Guide ↗

Heronetta Management, L.P.

· CIK 0001588225
13F Portfolio $173M AUM 25 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 Reduced
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SOUTH BOW CORP 46,497.0 $1.7M 1.00% $37.26
22 LNG CHENIERE ENERGY INC Energy 2,497.0 $485K 0.28% $194.39 +23.9%
23 CVE CENOVUS ENERGY INC Energy 15,000.0 $348K 0.20% $23.22 +29.4%
24 CQP CHENIERE ENERGY PARTNERS LP Energy 5,810.0 $311K 0.18% $53.48 +18.5%
25 AM ANTERO MIDSTREAM CORP Energy 16,910.0 $301K 0.17% $17.79 +24.6%
Page 2 of 2  ·  25 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 90.2%
Utilities 5.2%
Industrials 4.6%