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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 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AGRO ADECOAGRO S A Consumer Defensive 294,030.0 $4.4M 0.64% NEW $15.02 -9.3%
22 ALMONTY INDS INC 302,807.0 $4.4M 0.64% -248K -45.1% $14.48
23 CAAP CORPORACION AMER ARPTS S A Industrials 154,766.0 $3.9M 0.57% NEW $25.29 -0.1%
24 TIGO MILLICOM INTL CELLULAR S A Communication Services 43,912.0 $3.3M 0.48% +4K +9.8% $74.94 +12.2%
25 CENX CENTURY ALUM CO Basic Materials 55,900.0 $3.3M 0.47% -189K -77.2% $58.69 +3.0%
26 VSNT VERSANT MEDIA GROUP INC Industrials 87,189.0 $3.2M 0.47% NEW $37.02 +13.1%
27 MOBILICOM LTD 625,414.0 $3.2M 0.47% NEW $5.14
28 MIAMI INTL HLDGS INC 80,400.0 $3.1M 0.45% NEW $38.92
29 BTI BRITISH AMERN TOB PLC Consumer Defensive 53,180.0 $3.1M 0.45% NEW $58.47 +12.4%
30 AMERICA MOVIL SAB DE CV 114,412.0 $2.9M 0.42% NEW $25.48
31 HNRG HALLADOR ENERGY COMPANY Energy 161,310.0 $2.6M 0.38% +82K +104.5% $16.28 +9.2%
32 NTR NUTRIEN LTD Basic Materials 33,480.0 $2.5M 0.37% +33K +4957.4% $75.46 -6.9%
33 EGO ELDORADO GOLD CORP NEW Basic Materials 72,367.0 $2.5M 0.36% +71K +4897.7% $34.33 -7.7%
34 ILF ISHARES TR 68,118.0 $2.4M 0.35% +5K +7.6% $35.52 -0.8%
35 XGN EXAGEN INC Healthcare 792,855.0 $2.4M 0.34% +326K +69.9% $3.00 +27.7%
36 NVDA NVIDIA CORPORATION Technology 13,059.0 $2.3M 0.33% +11K +471.5% $174.40 +25.9%
37 ONTO ONTO INNOVATION INC Technology 10,681.0 $2.2M 0.32% +2K +16.4% $205.07 +27.5%
38 LIBERTY MEDIA CORP DEL 25,000.0 $2.1M 0.31% NEW $85.02
39 XLE SELECT SECTOR SPDR TR 33,138.0 $2.0M 0.29% +500.0 +1.5% $61.26 -3.5%
40 WES WESTERN MIDSTREAM PARTNERS L Energy 48,526.0 $2.0M 0.29% NEW $41.17 +11.8%
Page 2 of 9  ·  164 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%