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Portfolio (Quarterly) Guide ↗

Hartree Partners, LP

· CIK 0001597857
13F Portfolio $276M AUM 64 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 26 New 16 Added 11 Reduced 43 Exited
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 NRG NRG ENERGY INC Utilities 3,500 $567K 0.20% SOLD
22 SPY SPDR S&P 500 ETF TR Financial Services 850 $566K 0.20% SOLD
23 DTM DT MIDSTREAM INC Energy 5,000 $565K 0.19% SOLD
24 TAC TRANSALTA CORP Utilities 40,000 $546K 0.19% SOLD
25 LNT ALLIANT ENERGY CORP Utilities 8,000 $539K 0.18% SOLD
26 CALL SIBANYE STILLWATER LTD 5,000 $491K 0.17% SOLD
27 OGE OGE ENERGY CORP Utilities 10,000 $463K 0.16% SOLD
28 CALL SCHMID GROUP N.V. 2,269,373 $454K 0.16% SOLD
29 XOP SPDR SERIES TRUST 3,000 $397K 0.14% SOLD
30 VST VISTRA CORP Utilities 1,850 $362K 0.12% SOLD
31 FANG DIAMONDBACK ENERGY INC Energy 1,800 $258K 0.09% SOLD
32 BKV BKV CORP Energy 11,000 $254K 0.09% SOLD
33 GDX PUT VANECK ETF TRUST 2,500 $226K 0.08% SOLD
34 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 30,000 $222K 0.08% SOLD
35 KEX KIRBY CORP Industrials 2,500 $209K 0.07% SOLD
36 CALL BOREALIS FOODS INC 1,152,000 $115K 0.04% SOLD
37 CALL GERDAU SA 11,000 $104K 0.04% SOLD
38 SOLARIS RES INC 10,000 $64K 0.02% SOLD
39 CALL SCAGE FUTURE 1,067,486 $53K 0.02% SOLD
40 CALL GCL GLOBAL HLDGS LTD 325,564 $23K 0.01% SOLD
Page 2 of 3  ·  43 positions
Sector Allocation
Energy 50.4%
Basic Materials 32.2%
Utilities 11.6%
Financial Services 2.9%
Industrials 2.6%
Technology 0.3%