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Portfolio (Quarterly) Guide ↗

OnyxPoint Global Management LP

· CIK 0001961491
13F Portfolio $801M AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 29 New
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CORZ CORE SCIENTIFIC INC NEW Technology 168,622.0 $3.0M 0.38% NEW $17.94 +40.8%
22 CALL ENERGY TRANSFER L P 149,800.0 $2.6M 0.32% NEW $17.16
23 CALL PERMIAN RESOURCES CORP 168,400.0 $2.2M 0.27% NEW $12.80
24 CALL GULFPORT ENERGY CORP 11,600.0 $2.1M 0.26% NEW $180.98
25 CALL GOLAR LNG LTD 28,900.0 $1.2M 0.15% NEW $40.41
26 CALL EQT CORP 19,700.0 $1.1M 0.13% NEW $54.43
27 CALL FIRSTENERGY CORP 18,600.0 $852K 0.11% NEW $45.82
28 CALL ANTERO RESOURCES CORP 20,500.0 $688K 0.09% NEW $33.56
29 CALL AMERICAN ELEC PWR CO INC 2,900.0 $326K 0.04% NEW $112.50
Page 2 of 2  ·  29 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 67.9%
Utilities 27.7%
Financial Services 2.6%
Technology 1.8%