- Subscribe
- Premium
- C-Suite
- Insiders
- M&A
- Gurus
- Spinoffs
- Buybacks
- More
| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AM | ANTERO MIDSTREAM CORP | 9.32% | 1,675,311 | $29,803,783 | 311 | 0.02% | $17.79 | 13F |
| KMI | KINDER MORGAN INC | 8.13% | 945,628 | $25,995,313 | 20,628 | 2.23% | $27.49 | 13F |
| KNTK | KINETIK HOLDINGS INC | 6.51% | 577,936 | $20,834,594 | 47,936 | 9.04% | $36.05 | 13F |
| PAGP | PLAINS GP HOLDINGS LP | 5.9% | 986,129 | $18,874,509 | 129 | 0.01% | $19.14 | 13F |
| TRGP | TARGA RESOURCES CORP | 4.73% | 82,054 | $15,138,963 | 37,054 | 82.34% | $184.5 | 13F |
| AR | ANTERO RESOURCES CORP | 4.57% | 424,454 | $14,626,685 | 71,454 | 20.24% | $34.46 | 13F |
| VNOM | VIPER ENERGY INC | 2.45% | 203,203 | $7,849,732 | 203 | 0.1% | $38.63 | 13F |
| EXE | EXPAND ENERGY CORP | 2.38% | 69,068 | $7,622,345 | 5,068 | 7.92% | $110.36 | 13F |
| DTM | DT MIDSTREAM INC | 2.31% | 61,733 | $7,388,205 | 4,733 | 8.3% | $119.68 | 13F |
| EQT | EQT CORP | 2.29% | 136,931 | $7,339,502 | 9,931 | 7.82% | $53.6 | 13F |
| RRC | RANGE RESOURCES CORP | 1.93% | 175,094 | $6,173,815 | 21,094 | 13.7% | $35.26 | 13F |
| PR | PERMIAN RESOURCES CORP | 1.81% | 412,284 | $5,784,344 | 284 | 0.07% | $14.03 | 13F |
| VST | VISTRA CORP | 1.32% | 26,153 | $4,219,263 | 153 | 0.59% | $161.33 | 13F |
| RIOT | RIOT PLATFORMS INC | 0.42% | 105,000 | $1,330,350 | 65,000 | 162.5% | $12.67 | 13F |