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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 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ARLP ALLIANCE RESOURCE PARTNERS L Energy 28,887.0 $671K 0.24% NEW $23.23 +7.1%
22 ANGLOGOLD ASHANTI PLC 7,500.0 $640K 0.23% NEW $85.28
23 VALE VALE S A Basic Materials 30,000.0 $391K 0.14% NEW $13.03 +26.5%
24 EOG EOG RES INC Energy 3,350.0 $352K 0.13% NEW $105.01 +34.5%
25 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 5,224.0 $238K 0.09% NEW $45.57 +45.0%
26 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 20,000.0 $39K 0.01% NEW $1.97 +5.2%
Page 2 of 2  ·  26 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 50.4%
Basic Materials 32.2%
Utilities 11.6%
Financial Services 2.9%
Industrials 2.6%
Technology 0.3%