| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ET | ENERGY TRANSFER LP | 10.18% | 2,504,000 | $42,968,000 | 116,000 | 4.86% | $17.16 | 13F |
| EPD | ENTERPRISE PRODUCTS PARTNERS LP | 7.79% | 1,051,000 | $32,870,000 | 139,000 | 15.24% | $31.27 | 13F |
| KMI | KINDER MORGAN INC | 6.2% | 925,000 | $26,176,000 | 113,000 | 13.92% | $28.3 | 13F |
| KNTK | KINETIK HOLDINGS INC | 5.37% | 530,000 | $22,657,000 | 20,000 | 3.92% | $42.75 | 13F |
| AR | ANTERO RESOURCES CORP | 2.81% | 353,000 | $11,844,000 | 57,000 | 19.26% | $33.55 | 13F |
| EQT | EQT CORP | 1.64% | 127,000 | $6,909,000 | 10,000 | 8.55% | $54.4 | 13F |
| EXE | EXPAND ENERGY CORP | 1.61% | 64,000 | $6,807,000 | 7,000 | 12.28% | $106.36 | 13F |
| RRC | RANGE RESOURCES CORP | 1.37% | 154,000 | $5,800,000 | 14,000 | 10% | $37.66 | 13F |
| VST | VISTRA CORP | 1.21% | 26,000 | $5,124,000 | 2,000 | 8.33% | $197.08 | 13F |
| INR | INFINITY NATURAL RESOURCES INC | 0.52% | 166,000 | $2,176,000 | 44,000 | 36.07% | $13.11 | 13F |