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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  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CNR CORE NATURAL RESOURCES INC Energy 6,067.0 $635K 0.09% NEW $104.73 -19.8%
22 TSSI TSS INC DEL Technology 40,000.0 $520K 0.07% NEW $13.01 -14.5%
23 CACI CACI INTL INC Technology 935.0 $509K 0.07% NEW $543.87 -9.9%
24 OKE ONEOK INC NEW Energy 5,193.0 $469K 0.07% NEW $90.39 +2.5%
25 SPRING VY ACQUISITION CORP I 45,748.0 $465K 0.07% NEW $10.16
26 BIOA BIOAGE LABS INC Healthcare 25,765.0 $451K 0.07% NEW $17.49 -4.3%
27 GUARDIAN METAL RES PLC 25,000.0 $437K 0.06% NEW $17.48
28 CRWD CROWDSTRIKE HLDGS INC Technology 1,034.0 $404K 0.06% NEW $390.41 +66.0%
29 FCX FREEPORT MCMORAN INC Basic Materials 6,268.0 $368K 0.05% NEW $58.78 +6.0%
30 GLD SPDR GOLD TR Financial Services 724.0 $312K 0.04% NEW $430.29 -3.1%
31 KO COCA COLA CO Consumer Defensive 3,964.0 $301K 0.04% NEW $76.05 +6.7%
32 NKE NIKE INC Consumer Cyclical 5,542.0 $293K 0.04% NEW $52.82 -16.0%
33 MSOS ADVISORSHARES TR 80,645.0 $286K 0.04% NEW $3.55 +27.9%
34 SMR NUSCALE PWR CORP Utilities 25,510.0 $277K 0.04% NEW $10.84 -4.2%
35 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 39,500.0 $271K 0.04% NEW $6.87 +42.6%
36 QXO QXO INC Industrials 13,100.0 $254K 0.04% NEW $19.42 -11.3%
37 AN AUTONATION INC Consumer Cyclical 1,226.0 $239K 0.04% NEW $195.26 -4.5%
38 BHP BHP BILLITON LIMITED Basic Materials 3,213.0 $234K 0.03% NEW $72.74 +16.8%
39 VET VERMILION ENERGY INC Energy 16,835.0 $232K 0.03% NEW $13.78 -8.6%
40 VST VISTRA CORP Utilities 1,506.0 $226K 0.03% NEW $150.33 -4.2%
Page 2 of 3  ·  52 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%