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Portfolio (Quarterly) Guide ↗

Mercuria Capital Strategies, LLC

· CIK 0002048079
13F Portfolio $176M AUM 28 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 25 New 3 Reduced 7 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CEPF CANTOR EQUITY PARTNERS IV IN Financial Services 9,503.0 $98K 0.06% NEW $10.28 +0.2%
22 CCIX CHURCHILL CAPITAL CORP IX Financial Services 8,762.0 $93K 0.05% NEW $10.63 +1.4%
23 DSX DIANA SHIPPING INC Industrials 52,770.0 $88K 0.05% NEW $1.66 +56.6%
24 GIGCAPITAL8 CORP 62,500.0 $19K 0.01% NEW $0.31
25 CHURCHILL CAP CORP XI 1,000.0 $10K 0.01% NEW $10.21
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 69.6%
Financial Services 13.8%
Industrials 7.2%
Basic Materials 6.9%
Technology 2.5%