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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 5 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CHAGEE HLDGS LTD 75,000.0 $872K 0.17% NEW $11.63
82 ACWI ISHARES TR 5,931.0 $839K 0.16% NEW $141.49 +10.2%
83 DQ DAQO NEW ENERGY CORP Technology 28,439.0 $839K 0.16% NEW $29.50 -39.7%
84 FDX FEDEX CORP Industrials 2,813.0 $813K 0.16% NEW $288.86 +36.5%
85 AEM AGNICO EAGLE MINES LTD Basic Materials 4,693.0 $796K 0.15% NEW $169.53 +3.8%
86 META META PLATFORMS INC Communication Services 1,125.0 $743K 0.14% NEW $660.09 -7.5%
87 EXC EXELON CORP Utilities 16,674.0 $727K 0.14% NEW $43.59 +6.1%
88 XPEV XPENG INC Consumer Cyclical 34,614.0 $702K 0.14% NEW $20.28 -23.1%
89 OGE OGE ENERGY CORP Utilities 15,929.0 $680K 0.13% NEW $42.70 +13.7%
90 MNSO MINISO GROUP HLDG LTD Consumer Cyclical 32,941.0 $618K 0.12% NEW $18.75 -27.8%
91 EWZ ISHARES INC 19,370.0 $615K 0.12% NEW $31.77 +14.5%
92 GOOGL ALPHABET INC Communication Services 1,918.0 $600K 0.12% NEW $313.00 +22.4%
93 CNP CENTERPOINT ENERGY INC Utilities 15,568.0 $597K 0.12% NEW $38.34 +11.7%
94 AEE AMEREN CORP Utilities 5,677.0 $567K 0.11% NEW $99.86 +11.4%
95 WEC WEC ENERGY GROUP INC Utilities 5,315.0 $561K 0.11% NEW $105.46 +7.5%
96 NIOCORP DEVS LTD 104,193.0 $552K 0.11% NEW $5.30
97 PNW PINNACLE WEST CAP CORP Utilities 6,195.0 $550K 0.11% NEW $88.70 +16.1%
98 GDX VANECK ETF TRUST 6,153.0 $528K 0.10% NEW $85.77 -0.9%
99 POET POET TECHNOLOGIES INC Technology 83,094.0 $526K 0.10% NEW $6.33 +130.5%
100 MSFT MICROSOFT CORP Technology 1,071.0 $518K 0.10% NEW $483.62 -13.5%
Page 5 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%