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Portfolio (Quarterly) Guide ↗

Tejara Capital Ltd

· CIK 0001879713
13F Portfolio $303M AUM 73 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 32 New 25 Added 14 Reduced 21 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DIVERSIFIED ENERGY CO 1,669,831.0 $29.1M 9.60% -338K -16.8% $17.44
2 CNR CORE NATURAL RESOURCES INC Energy 86,809.0 $9.1M 3.00% -5K -5.5% $104.73 -19.7%
3 NE NOBLE CORP PLC Energy 154,004.0 $7.6M 2.49% -195K -55.8% $49.07 +7.0%
4 SLB SLB LIMITED Energy 101,600.0 $5.2M 1.72% -72K -41.4% $51.39 +8.5%
5 BORR DRILLING LTD 815,698.0 $4.7M 1.55% -111K -11.9% $5.77
6 NOV NOV INC Energy 221,000.0 $4.2M 1.37% -75K -25.4% $18.81 +9.6%
7 GEO GEO GROUP INC Industrials 213,000.0 $3.6M 1.18% -20K -8.5% $16.81 +39.1%
8 SEADRILL LTD 56,319.0 $2.6M 0.84% -312K -84.7% $45.50
9 VIR VIR BIOTECHNOLOGY INC Healthcare 161,789.0 $1.4M 0.48% -69K -30.0% $8.96 +1.5%
10 RNW RENEW ENERGY GLOBAL PLC Utilities 255,578.0 $1.2M 0.39% -19K -7.0% $4.58 +21.0%
11 TXMD THERAPEUTICSMD INC Healthcare 345,852.0 $699K 0.23% -5K -1.4% $2.02 -1.0%
12 MREO MEREO BIOPHARMA GROUP PLC Healthcare 2,037,520.0 $672K 0.22% -122K -5.7% $0.33 -26.8%
13 BDX BECTON DICKINSON & CO Healthcare 3,100.0 $487K 0.16% -2K -42.6% $157.23 -8.8%
14 CSAN COSAN S A Energy 61,250.0 $252K 0.08% -290K -82.5% $4.12 -17.0%

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
Healthcare 42.6%
Technology 26.4%
Energy 19.8%
Industrials 7.7%
Consumer Cyclical 1.1%
Basic Materials 0.9%
Communication Services 0.7%
Utilities 0.7%