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Portfolio (Quarterly) Guide ↗

OnyxPoint Global Management LP

· CIK 0001961491
13F Portfolio $359M AUM 38 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 20 New 1 Added 5 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CALL CORE SCIENTIFIC INC NEW 4,143,700.0 $60.3M 16.80% -289K -6.5% $14.56
2 TLN TALEN ENERGY CORP Utilities 93,663.0 $35.1M 9.77% -9K -9.0% $374.84 -0.6%
3 CHRD CHORD ENERGY CORPORATION Energy 81,665.0 $7.6M 2.11% -10K -11.0% $92.70 +55.3%
4 OCCIDENTAL PETE CORP 186,381.0 $3.6M 1.00% -42K -18.4% $19.27
5 CALL PUBLIC SVC ENTERPRISE GRP IN 24,400.0 $2.0M 0.55% -122K -83.3% $80.30

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 75.6%
Utilities 21.2%
Financial Services 1.8%
Technology 1.5%