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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EXPAND ENERGY CORP 82,779.0 $9.1M 3.30% -25K -23.3% $110.36
2 TNK TEEKAY TANKERS LTD Energy 148,360.0 $7.9M 2.87% -254K -63.1% $53.42 +44.5%
3 IAG IAMGOLD CORP Basic Materials 462,844.0 $7.6M 2.76% -200K -30.2% $16.49 +0.2%
4 PDS PRECISION DRILLING CORP Energy 82,500.0 $5.9M 2.14% -18K -17.5% $71.76 +35.2%
5 JBS N.V. 400,000.0 $5.8M 2.09% -336K -45.7% $14.42
6 MTDR MATADOR RES CO Energy 25,293.0 $1.1M 0.39% -20K -43.8% $42.44 +33.5%
7 HBM HUDBAY MINERALS IN Basic Materials 30,000.0 $596K 0.21% -40K -57.1% $19.86 +22.8%
8 TRGP TARGA RES CORP Energy 1,900.0 $351K 0.13% -4K -68.1% $184.50 +50.0%
9 GPOR GULFPORT ENERGY CORP Energy 1,500.0 $312K 0.11% -500.0 -25.0% $207.99 -14.3%
10 GPRE GREEN PLAINS INC Basic Materials 23,000.0 $225K 0.08% -27K -54.0% $9.80 +57.9%
11 TGB TASEKO MINES LTD Basic Materials 11,500.0 $65K 0.02% -8K -42.5% $5.66 +16.1%

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%