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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 3 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 OUNZ PUT VANECK MERK GOLD ETF Financial Services 2,000.0 $930K 0.34% NEW $465.00 -90.7%
42 COP CONOCOPHILLIPS Energy 9,600.0 $899K 0.33% NEW $93.61 +28.7%
43 GPRK GEOPARK LTD Energy 115,574.0 $856K 0.31% NEW $7.41 +31.3%
44 FF FUTUREFUEL CORP Basic Materials 260,000.0 $829K 0.30% $3.19 +29.2%
45 LNG CHENIERE ENERGY INC Energy 4,000.0 $778K 0.28% NEW $194.39 +23.9%
46 GGB GERDAU SA Basic Materials 210,000.0 $775K 0.28% +31K +17.3% $3.69 +28.7%
47 NFGC NEW FOUND GOLD CORP Basic Materials 250,000.0 $740K 0.27% NEW $2.96 -36.1%
48 CORZ CORE SCIENTIFIC INC NEW Technology 50,000.0 $728K 0.26% NEW $14.56 +73.5%
49 ALB PUT ALBEMARLE CORP Basic Materials 1,000.0 $721K 0.26% NEW $721.25 -76.2%
50 ARLP ALLIANCE RESOURCE PARTNERS L Energy 28,887.0 $671K 0.24% NEW $23.23 +7.1%
51 ANGLOGOLD ASHANTI PLC 7,500.0 $640K 0.23% NEW $85.28
52 HBM HUDBAY MINERALS IN Basic Materials 30,000.0 $596K 0.21% -40K -57.1% $19.86 +22.8%
53 VALE VALE S A Basic Materials 30,000.0 $391K 0.14% NEW $13.03 +26.5%
54 EOG EOG RES INC Energy 3,350.0 $352K 0.13% NEW $105.01 +34.5%
55 TRGP TARGA RES CORP Energy 1,900.0 $351K 0.13% -4K -68.1% $184.50 +50.0%
56 GPOR GULFPORT ENERGY CORP Energy 1,500.0 $312K 0.11% -500.0 -25.0% $207.99 -14.3%
57 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 5,224.0 $238K 0.09% NEW $45.57 +45.0%
58 GPRE GREEN PLAINS INC Basic Materials 23,000.0 $225K 0.08% -27K -54.0% $9.80 +57.9%
59 SLI STANDARD LITHIUM LTD Basic Materials 50,000.0 $224K 0.08% $4.47 -16.8%
60 EAF GRAFTECH INTL LTD Industrials 10,000.0 $155K 0.06% $15.51 -41.3%
Page 3 of 4  ·  62 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%