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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EQT EQT CORP Energy 182,465.0 $9.8M 5.55% -7K -3.6% $53.60 +7.7%
2 CAT CATERPILLAR INC Industrials 9,410.0 $5.4M 3.06% -5K -35.1% $572.87 +51.2%
3 SEI SOLARIS ENERGY INFRAS INC Energy 32,038.0 $1.5M 0.84% -53K -62.3% $45.97 +55.4%

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%