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Portfolio (Quarterly) Guide ↗

WEXFORD CAPITAL LP

· CIK 0001048462
13F Portfolio $690M AUM 164 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 52 New 49 Added 49 Reduced 257 Exited
Page 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 13,182.0 $1.7M 0.24% +3K +33.0% $125.46 +4.8%
22 OIH VANECK ETF TRUST 3,280.0 $1.3M 0.19% +3K +1411.5% $404.21 +10.1%
23 ARGX ARGENX SE Healthcare 1,500.0 $1.1M 0.16% +1K +200.0% $730.25 +11.8%
24 TRVI TREVI THERAPEUTICS INC Healthcare 90,752.0 $1.1M 0.16% +9K +10.6% $11.93 +16.3%
25 STIM NEURONETICS INC Healthcare 700,961.0 $1.0M 0.15% +56K +8.7% $1.45 -17.9%
26 AMTM AMENTUM HOLDINGS INC Industrials 35,486.0 $925K 0.13% +27K +330.1% $26.08 -11.2%
27 MTZ MASTEC INC Industrials 2,355.0 $758K 0.11% +957.0 +68.5% $321.74 +20.8%
28 AR ANTERO RESOURCES CORP Energy 16,284.0 $691K 0.10% +8K +90.1% $42.44 -12.7%
29 WMT WALMART INC Consumer Defensive 4,838.0 $601K 0.09% +430.0 +9.8% $124.28 +5.3%
30 EXPAND ENERGY CORPORATION 5,148.0 $565K 0.08% +2K +80.0% $109.78
31 HL HECLA MINING COMPANY Basic Materials 28,100.0 $524K 0.08% +7K +34.7% $18.63 -7.1%
32 NVT NVENT ELEC PLC Industrials 4,251.0 $503K 0.07% +2K +100.9% $118.28 +38.3%
33 EQT EQT CORP Energy 7,218.0 $459K 0.07% +3K +60.9% $63.64 -9.3%
34 PANW PALO ALTO NETWORKS INC Technology 2,698.0 $433K 0.06% +783.0 +40.9% $160.32 +57.8%
35 SLB SLB LIMITED Energy 8,015.0 $412K 0.06% +7K +778.8% $51.39 +11.5%
36 GPOR GULFPORT ENERGY CORP Energy 1,881.0 $398K 0.06% +897.0 +91.2% $211.57 -15.4%
37 TDY TELEDYNE TECHNOLOGIES INC Technology 648.0 $392K 0.06% +193.0 +42.4% $605.01 +1.5%
38 PAAS PAN AMERN SILVER CORP Basic Materials 6,593.0 $360K 0.05% +2K +34.7% $54.63 +0.3%
39 FIVE FIVE BELOW INC Consumer Cyclical 1,538.0 $351K 0.05% +345.0 +28.9% $228.48 -3.8%
40 XOP SPDR SERIES TRUST 1,733.0 $315K 0.05% +1K +384.1% $181.83 -6.1%
Page 2 of 3  ·  49 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 26.8%
Industrials 24.3%
Technology 12.5%
Healthcare 9.3%
Basic Materials 7.8%
Consumer Cyclical 7.1%
Communication Services 5.2%
Utilities 3.6%
Consumer Defensive 2.9%
Financial Services 0.6%