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Portfolio (Quarterly) Guide ↗

WEXFORD CAPITAL LP

· CIK 0001048462
13F Portfolio $518M AUM 369 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 369 New
Page 17 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 NE NOBLE CORP PLC Energy 2,060.0 $58K 0.01% NEW $28.24 +84.1%
322 MP MP MATERIALS CORP Basic Materials 1,134.0 $57K 0.01% NEW $50.52 +27.6%
323 VAL VALARIS LTD Energy 1,096.0 $55K 0.01% NEW $50.40 +100.7%
324 EGO ELDORADO GOLD CORP NEW Basic Materials 1,448.0 $52K 0.01% NEW $35.92 -12.7%
325 XOP SPDR SERIES TRUST 358.0 $45K 0.01% NEW $126.26 +36.2%
326 BUNGE GLOBAL SA 503.0 $45K 0.01% NEW $89.09
327 LUNR INTUITIVE MACHINES INC Industrials 2,733.0 $44K 0.01% NEW $16.23 +135.7%
328 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 718.0 $41K 0.01% NEW $57.49 +34.8%
329 NTR NUTRIEN LTD Basic Materials 662.0 $41K 0.01% NEW $61.75 +13.6%
330 SIRI SIRIUSXM HOLDINGS INC Communication Services 2,000.0 $40K 0.01% NEW $20.00 +44.5%
331 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 518.0 $39K 0.01% NEW $75.91 -26.0%
332 JD JD.COM INC Consumer Cyclical 1,367.0 $39K 0.01% NEW $28.70 +6.3%
333 RKLB ROCKET LAB CORP Industrials 560.0 $39K 0.01% NEW $69.77 +94.6%
334 AGCO AGCO CORP Industrials 371.0 $39K 0.01% NEW $104.31 +8.2%
335 NWPX NWPX INFRASTRUCTURE INC Industrials 617.0 $39K 0.01% NEW $62.50 +79.6%
336 ESLT ELBIT SYS LTD Industrials 64.0 $37K 0.01% NEW $577.66 +32.9%
337 CTVA CORTEVA INC Basic Materials 544.0 $36K 0.01% NEW $67.02 +18.7%
338 DE DEERE & CO Industrials 76.0 $35K 0.01% NEW $465.53 +13.7%
339 SLB SLB LIMITED Energy 912.0 $35K 0.01% NEW $38.38 +49.3%
340 HAL HALLIBURTON CO Energy 1,232.0 $35K 0.01% NEW $28.26 +46.7%
Page 17 of 19  ·  369 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 24.1%
Industrials 22.1%
Healthcare 12.2%
Technology 11.6%
Basic Materials 8.8%
Communication Services 7.7%
Consumer Cyclical 5.7%
Utilities 3.6%
Consumer Defensive 2.4%
Financial Services 1.9%