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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 11 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GLNG GOLAR LNG LTD Energy 3,863.0 $144K 0.03% NEW $37.21 +39.8%
202 NXE NEXGEN ENERGY LTD Energy 15,412.0 $142K 0.03% NEW $9.19 +17.7%
203 KGC KINROSS GOLD CORP Basic Materials 4,887.0 $138K 0.03% NEW $28.16 +3.8%
204 EME EMCOR GROUP INC Industrials 221.0 $135K 0.03% NEW $611.81 +41.5%
205 BLDR BUILDERS FIRSTSOURCE INC Industrials 1,300.0 $134K 0.03% NEW $102.89 -26.9%
206 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 9,390.0 $124K 0.02% NEW $13.24 -37.5%
207 DLTR DOLLAR TREE INC Consumer Defensive 970.0 $119K 0.02% NEW $123.01 -23.7%
208 PATK PATRICK INDS INC Consumer Cyclical 1,100.0 $119K 0.02% NEW $108.43 -15.6%
209 IE IVANHOE ELECTRIC INC Technology 7,422.0 $119K 0.02% NEW $15.98 -21.9%
210 UA UNDER ARMOUR INC Consumer Cyclical 24,038.0 $115K 0.02% NEW $4.80 +12.4%
211 UAA UNDER ARMOUR INC Consumer Cyclical 23,095.0 $115K 0.02% NEW $4.97 +11.1%
212 RH RH Consumer Cyclical 617.0 $111K 0.02% NEW $179.16 -21.4%
213 CAVA CAVA GROUP INC Consumer Cyclical 1,881.0 $110K 0.02% NEW $58.69 +34.8%
214 HUBS HUBSPOT INC Technology 266.0 $107K 0.02% NEW $401.32 -50.4%
215 LIN LINDE PLC Basic Materials 250.0 $107K 0.02% NEW $426.40 +21.2%
216 ZTS ZOETIS INC Healthcare 843.0 $106K 0.02% NEW $125.82 -36.0%
217 PCG PG&E CORP Utilities 6,596.0 $106K 0.02% NEW $16.07 +3.2%
218 PRGO PERRIGO CO PLC Healthcare 7,610.0 $106K 0.02% NEW $13.92 -18.6%
219 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 2,144.0 $105K 0.02% NEW $48.94 -1.5%
220 DV DOUBLEVERIFY HLDGS INC Technology 9,141.0 $105K 0.02% NEW $11.44 -14.7%
Page 11 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%