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WEXFORD CAPITAL LP

Q4 2025 · 13F-HR

WEXFORD CAPITAL LPholdings as filed

Filed 2026-02-13 · accession 0001398344-26-003111

$518.4M
Reported value
369
Positions
2025-12-31
Period end
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The Brief · WEXFORD CAPITAL LP · Q4 2025

AI · grounded in 13F

WEXFORD CAPITAL LP established a new position in SUNC valued at $29.47M. The fund also opened new stakes in NWAX/U for $13.06M and RJET for $10.23M. On the sell side, the fund closed its position in CNR, reducing exposure by $14.13M. Other exits included SMH and TLT, which were liquidated for $8.68M and $6.22M respectively.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46090E103QQQINVESCO QQQ TR$126.1M24.3%205,200PUTSOLE
56155L108TUSKMAMMOTH ENERGY SVCS INC$40.9M7.88%22,096,068CommonSOLE
86765Q106SUNCSUNOCOCORP LLC$29.5M5.69%598,070CommonSOLE
640671400NEPHNEPHROS INC$17.7M3.40%3,617,033CommonSOLE
00108J109ACMRACM RESH INC$13.2M2.55%335,003CommonSOLE
023634207NWAX/UNEW AMER ACQUISITION I CORP$13.1M2.52%1,254,477CommonSOLE
590479408RJETREPUBLIC AWYS HLDGS INC$10.2M1.97%557,054CommonSOLE
20030N101CMCSACOMCAST CORP NEW$9.9M1.90%329,999CommonSOLE
39525U107GFRGREENFIRE RES LTD NEW$9.7M1.87%2,034,422CommonSOLE
156431108CENXCENTURY ALUM CO$9.6M1.85%244,649CommonSOLE
29273V100ETENERGY TRANSFER L P$9.5M1.83%575,015CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$7.0M1.36%219,887CommonSOLE
00510N102TICTIC SOLUTIONS INC$6.1M1.17%602,387CommonSOLE
G29687103AVDLAVADEL PHARMACEUTICALS PLC$5.9M1.13%272,821CommonSOLE
G4375F108HYACHAYMAKER ACQUISITION CORP IV$5.7M1.10%500,000CommonSOLE
68236X100TOITHE ONCOLOGY INSTITUTE INC$5.5M1.05%1,533,456CommonSOLE
N5505D105MICCMAGNUM ICE CREAM CO NV$5.3M1.03%337,500CommonSOLE
55336V100MPLXMPLX LP$5.3M1.03%99,945CommonSOLE
020398707ALMALMONTY INDS INC$4.9M0.94%551,191CommonSOLE
984245100YPFYPF SOCIEDAD ANONIMA$4.7M0.90%128,693CommonSOLE
37954Y848SILGLOBAL X FDS$4.5M0.87%54,037CommonSOLE
428050108HSAIHESAI GROUP$4.1M0.79%183,837CommonSOLE
Y3894J187IMPPIMPERIAL PETE INC$4.1M0.79%1,129,717CommonSOLE
8342EP107XPLSOLITARIO RESOURCES CORP$3.8M0.74%5,496,837CommonSOLE
G4701H109IHSIHS HOLDING LIMITED$3.7M0.72%498,112CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$3.5M0.68%5,200CALLSOLE
722304102PDDPDD HOLDINGS INC$3.4M0.66%30,371CommonSOLE
15135U109CVECENOVUS ENERGY INC$3.4M0.65%200,000CommonSOLE
697660207PAMPAMPA ENERGIA S A$3.3M0.64%37,749CommonSOLE
60742B102MOBILICOM LTD$3.3M0.64%541,710CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$3.2M0.62%80,304CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$3.0M0.58%38,870CommonSOLE
30068X103XGNEXAGEN INC$2.8M0.55%466,778CommonSOLE
G8726X106TNKTEEKAY TANKERS LTD$2.8M0.54%52,818CommonSOLE
893870204TGSTRANSPORTADORA DE GAS SUR$2.8M0.54%89,805CommonSOLE
G93Y09107VINE HILL CAP INVT CORP.$2.7M0.52%251,071CommonSOLE
82575P107SBSWSIBANYE STILLWATER LTD$2.7M0.52%188,000CommonSOLE
879273209TEOTELECOM ARGENTINA SA$2.6M0.50%224,078CommonSOLE
48581R205KSPIKASPI KZ JSC$2.6M0.49%32,771CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$2.2M0.43%40,000CommonSOLE
82982T106SITMSITIME CORP$2.0M0.39%5,686CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.0M0.38%10,332CommonSOLE
92859G608VZLAVIZSLA SILVER CORP$2.0M0.38%360,000CommonSOLE
37950E259ARGTGLOBAL X FDS$2.0M0.38%21,405CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$1.9M0.38%9,317CommonSOLE
464287390ILFISHARES TR$1.9M0.37%63,311CommonSOLE
82835W108SPRYARS PHARMACEUTICALS INC$1.9M0.37%165,313CommonSOLE
037833100AAPLAPPLE INC$1.8M0.35%6,612CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.8M0.34%2,596CommonSOLE
36118L106FUTUFUTU HLDGS LTD$1.7M0.33%10,274CommonSOLE
464287234EEMISHARES TR$1.7M0.32%30,297CommonSOLE
464287556IBBISHARES TR$1.6M0.32%9,765CommonSOLE
464286822EWWISHARES INC$1.6M0.31%23,500CommonSOLE
G33856108GSMFERROGLOBE PLC$1.6M0.31%345,508CommonSOLE
032108649SILJAMPLIFY ETF TR$1.6M0.30%56,637CommonSOLE
950915108WRDWERIDE INC$1.6M0.30%180,358CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$1.5M0.29%35,274CommonSOLE
40609P105HNRGHALLADOR ENERGY COMPANY$1.5M0.29%78,900CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$1.5M0.29%16,456CommonSOLE
464287184FXIISHARES TR$1.5M0.28%38,324CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.5M0.28%32,638CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$1.5M0.28%9,913CommonSOLE
683344105ONTOONTO INNOVATION INC$1.4M0.28%9,179CommonSOLE
29271Q103ESOAENERGY SVCS ACQUISITION CORP$1.4M0.28%175,777CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.4M0.28%6,524CommonSOLE
732908108PONYPONY AI INC$1.4M0.28%98,627CommonSOLE
876511106TGBTASEKO MINES LTD$1.4M0.27%250,000CommonSOLE
464289123ENZLISHARES TR$1.4M0.26%30,000CommonSOLE
009496100AIRSAIRSCULPT TECHNOLOGIES INC$1.3M0.26%669,944CommonSOLE
136385101CNQCANADIAN NAT RES LTD$1.3M0.24%37,280CommonSOLE
023135106AMZNAMAZON COM INC$1.2M0.23%5,184CommonSOLE
67080N101NUVBNUVATION BIO INC$1.2M0.22%130,000CommonSOLE
G1169T104MRLNINFLECTION POINT ACQUISITION$1.1M0.21%100,000CommonSOLE
20464U100COMPCOMPASS INC$1.1M0.20%100,000CommonSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$1.0M0.20%14,835CommonSOLE
89532M101TRVITREVI THERAPEUTICS INC$1.0M0.20%82,034CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.0M0.19%3,320CommonSOLE
877619106TSHATAYSHA GENE THERAPIES INC$994,6900.19%180,853CommonSOLE
92763M105VIPER ENERGY PARTNERS LP$919,1620.18%23,794CommonSOLE
64131A105STIMNEURONETICS INC$890,0300.17%644,951CommonSOLE
15743P104CHACHAGEE HLDGS LTD$872,2500.17%75,000CommonSOLE
464288257ACWIISHARES TR$839,1800.16%5,931CommonSOLE
23703Q203DQDAQO NEW ENERGY CORP$838,9500.16%28,439CommonSOLE
31428X106FDXFEDEX CORP$812,5600.16%2,813CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$795,6000.15%4,693CommonSOLE
30303M102METAMETA PLATFORMS INC$742,6000.14%1,125CommonSOLE
30161N101EXCEXELON CORP$726,8200.14%16,674CommonSOLE
98422D105XPEVXPENG INC$701,9700.14%34,614CommonSOLE
670837103OGEOGE ENERGY CORP$680,1700.13%15,929CommonSOLE
66981J102MNSOMINISO GROUP HLDG LTD$617,6400.12%32,941CommonSOLE
464286400EWZISHARES INC$615,3800.12%19,370CommonSOLE
02079K305GOOGLALPHABET INC$600,3300.12%1,918CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$596,8800.12%15,568CommonSOLE
023608102AEEAMEREN CORP$566,9100.11%5,677CommonSOLE
92939U106WECWEC ENERGY GROUP INC$560,5200.11%5,315CommonSOLE
654484609NBNIOCORP DEVS LTD$552,2200.11%104,193CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$549,5000.11%6,195CommonSOLE
92189F106GDXVANECK ETF TRUST$527,7400.10%6,153CommonSOLE
73044W302POETPOET TECHNOLOGIES INC$525,9900.10%83,094CommonSOLE
594918104MSFTMICROSOFT CORP$517,9600.10%1,071CommonSOLE
Y10230103BWLPBW LPG LTD$506,4300.10%38,659CommonSOLE
G8772L105TVATEXAS VENTURES ACQUISITION I$500,5500.10%47,000CommonSOLE
N07059210ASMLASML HOLDING N V$496,4200.10%464CommonSOLE
30034W106EVRGEVERGY INC$495,6900.10%6,838CommonSOLE
931142103WMTWALMART INC$491,1000.09%4,408CommonSOLE
74762E102QUREQUANTA SVCS INC$467,6400.09%1,108CommonSOLE
Y41053102INSWINTERNATIONAL SEAWAYS INC$465,7400.09%9,593CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$447,5000.09%2,081CommonSOLE
68235P108OGSONE GAS INC$436,0000.08%5,644CommonSOLE
67066G104NVDANVIDIA CORPORATION$426,1500.08%2,285CommonSOLE
04016X101ARGXARGENX SE$420,4800.08%500CommonSOLE
68634K106ORLAORLA MNG LTD NEW$403,4700.08%29,988CommonSOLE
Y0207T100ASCARDMORE SHIPPING CORP$403,4500.08%38,097CommonSOLE
422704106HLHECLA MNG CO$400,4200.08%20,866CommonSOLE
44951W106IESCIES HLDGS INC$389,0200.08%1,000CommonSOLE
17275R102CSCOCISCO SYS INC$378,6000.07%4,915CommonSOLE
48268K101KTKT CORP$369,2100.07%19,463CommonSOLE
N3167Y103RACEFERRARI N V$364,8600.07%978CommonSOLE
070830104BBWIBATH & BODY WORKS INC$361,2000.07%17,988CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$352,7400.07%1,915CommonSOLE
084423102WRBBERKLEY W R CORP$350,6000.07%5,000CommonSOLE
126638105CVRXCVRX INC$341,5500.07%48,105CommonSOLE
670346105NUENUCOR CORP$339,2700.07%2,080CommonSOLE
83545G102SAHSONIC AUTOMOTIVE INC$337,6900.07%5,459CommonSOLE
91688R108URGUR-ENERGY INC$337,5500.07%242,842CommonSOLE
125896100CMSCMS ENERGY CORP$326,2900.06%4,666CommonSOLE
020764106AMRALPHA METALLURGICAL RESOUR I$325,2000.06%1,627CommonSOLE
011532108AGIALAMOS GOLD INC NEW$325,0800.06%8,426CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$324,6200.06%13,304CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$321,6000.06%2,789CommonSOLE
G8068L108SNSHARKNINJA INC$320,9300.06%2,868CommonSOLE
25746U109DDOMINION ENERGY INC$316,5600.06%5,403CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$315,6300.06%2,860CommonSOLE
366651107ITGARTNER INC$309,8000.06%1,228CommonSOLE
576323109MTZMASTEC INC$303,8800.06%1,398CommonSOLE
87612G101TRGPTARGA RES CORP$303,1300.06%1,643CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$301,8800.06%4,100CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$300,1600.06%10,919CommonSOLE
025816109AXPAMERICAN EXPRESS CO$295,9600.06%800CommonSOLE
03674X106ARANTERO RESOURCES CORP$295,2500.06%8,568CommonSOLE
69351T106PPLPPL CORP$292,9100.06%8,364CommonSOLE
231021106CMICUMMINS INC$292,4900.06%573CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$284,7400.05%3,546CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$283,4100.05%3,335CommonSOLE
G87052109TELTE CONNECTIVITY PLC$277,7900.05%1,221CommonSOLE
37954Y830COPXGLOBAL X FDS$273,6600.05%3,812CommonSOLE
902681105UGIUGI CORP NEW$272,8300.05%7,289CommonSOLE
N82405106STLASTELLANTIS N.V$272,2500.05%25,000CommonSOLE
G29183103ETNEATON CORP PLC$271,6900.05%853CommonSOLE
33733E807FCGFIRST TR EXCHANGE-TRADED FD$269,1400.05%11,497CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$267,4500.05%15,034CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$262,6100.05%4,200CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$262,4100.05%49CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$258,9400.05%16,083CommonSOLE
448579102HHYATT HOTELS CORP$254,4300.05%1,587CommonSOLE
697900108PAASPAN AMERN SILVER CORP$253,6600.05%4,896CommonSOLE
747525103QCOMQUALCOMM INC$252,6400.05%1,477CommonSOLE
G39108108GTESGATES INDL CORP PLC$250,6000.05%11,672CommonSOLE
13321L108CCJCAMECO CORP$249,8600.05%2,731CommonSOLE
907818108UNPUNION PAC CORP$249,8300.05%1,080CommonSOLE
404280406HSBCHSBC HLDGS PLC$247,1000.05%3,141CommonSOLE
11135F101AVGOBROADCOM INC$245,7300.05%710CommonSOLE
58733R102MELIMERCADOLIBRE INC$241,7100.05%120CommonSOLE
26884L109EQTEQT CORP$240,5000.05%4,487CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$239,2800.05%8,251CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$237,0500.05%3,686CommonSOLE
835699307SONYSONY GROUP CORP$234,5500.05%9,162CommonSOLE
87241L109TFIITFI INTL INC$234,4000.05%2,268CommonSOLE
46266C105IQVIQVIA HLDGS INC$232,6200.04%1,032CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$232,3800.04%455CommonSOLE
33829M101FIVEFIVE BELOW INC$224,7100.04%1,193CommonSOLE
98389B100XELXCEL ENERGY INC$223,2000.04%3,022CommonSOLE
G5331N101KYIVKYIVSTAR GROUP LTD$222,5200.04%17,143CommonSOLE
81764X103TTANSERVICETITAN INC$222,1600.04%2,086CommonSOLE
143658300CCL1EURCARNIVAL CORP$219,8900.04%7,200CommonSOLE
759530108RELXRELX PLC$216,2900.04%5,351CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$215,7700.04%2,116CommonSOLE
833445109SNOWSNOWFLAKE INC$214,7500.04%979CommonSOLE
233331107DTEDTE ENERGY CO$211,5300.04%1,640CommonSOLE
871607107SNPSSYNOPSYS INC$209,9600.04%447CommonSOLE
911363109URIUNITED RENTALS INC$205,5700.04%254CommonSOLE
89531P105TREXTREX CO INC$205,2500.04%5,851CommonSOLE
402635502GPORGULFPORT ENERGY CORP$204,6600.04%984CommonSOLE
052769106ADSKAUTODESK INC$201,5800.04%681CommonSOLE
M2029K104BIRKBIRKENSTOCK HOLDING PLC$192,0700.04%4,696CommonSOLE
629377508NRGNRG ENERGY INC$191,8800.04%1,205CommonSOLE
126408103CSXCSX CORP$191,4700.04%5,282CommonSOLE
34354P105FLSFLOWSERVE CORP$190,3800.04%2,744CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$189,5800.04%1,506CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$187,8900.04%1,339CommonSOLE
Y2573F102FLEXFLEX LTD$178,6000.03%2,956CommonSOLE
29082A107EMBJEMBRAER S.A.$174,7000.03%2,714CommonSOLE
097023105BABOEING CO$173,7000.03%800CommonSOLE
807066105SCHLSCHOLASTIC CORP$171,8500.03%5,800CommonSOLE
781154109RBRKRUBRIK INC.$167,4100.03%2,189CommonSOLE
256827783DVSDOLLY VARDEN SILVER CORP$158,6200.03%36,273CommonSOLE
039653100ACAARCOSA INC$158,3100.03%1,489CommonSOLE
23804L103DDOGDATADOG INC$157,6100.03%1,159CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$150,1400.03%425CommonSOLE
81762P102NOWSERVICENOW INC$149,3600.03%975CommonSOLE
G9456A100GLNGGOLAR LNG LTD$143,7400.03%3,863CommonSOLE
65340P106NXENEXGEN ENERGY LTD$141,6500.03%15,412CommonSOLE
496902404KGCKINROSS GOLD CORP$137,6200.03%4,887CommonSOLE
29084Q100EMEEMCOR GROUP INC$135,2100.03%221CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$133,7600.03%1,300CommonSOLE
25400Q105DJTTRUMP MEDIA & TECHNOLOGY GRO$124,3200.02%9,390CommonSOLE
256746108DLTRDOLLAR TREE INC$119,3200.02%970CommonSOLE
703343103PATKPATRICK INDS INC$119,2700.02%1,100CommonSOLE
46578C108IEIVANHOE ELECTRIC INC$118,6000.02%7,422CommonSOLE
904311206UAUNDER ARMOUR INC$115,3800.02%24,038CommonSOLE
904311107UAAUNDER ARMOUR INC$114,7800.02%23,095CommonSOLE
74967X103RHRH$110,5400.02%617CommonSOLE
148929102CAVACAVA GROUP INC$110,4000.02%1,881CommonSOLE
443573100HUBSHUBSPOT INC$106,7500.02%266CommonSOLE
G54950103LINLINDE PLC$106,6000.02%250CommonSOLE
98978V103ZTSZOETIS INC$106,0700.02%843CommonSOLE
69331C108PCGPG&E CORP$106,0000.02%6,596CommonSOLE
G97822103PRGOPERRIGO CO PLC$105,9300.02%7,610CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$104,9300.02%2,144CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$104,5700.02%9,141CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$104,3100.02%1,095CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$103,9800.02%2,689CommonSOLE
88339J105TTDTHE TRADE DESK INC$103,5900.02%2,729CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$103,5200.02%13,021CommonSOLE
707569109PENNPENN ENTERTAINMENT INC$103,2900.02%7,003CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$102,9100.02%593CommonSOLE
05352A100AVTRAVANTOR INC$102,6000.02%8,953CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$102,4300.02%988CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$102,3800.02%2,767CommonSOLE
617700109MORNMORNINGSTAR INC$101,4800.02%467CommonSOLE
550021109LULULULULEMON ATHLETICA INC$101,4100.02%488CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$101,2800.02%2,084CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$101,2600.02%3,406CommonSOLE
217204106CPRTCOPART INC$101,2400.02%2,586CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$101,0200.02%7,855CommonSOLE
530307107LBRDALIBERTY BROADBAND CORP$100,8600.02%2,089CommonSOLE
15135B101CNCCENTENE CORP DEL$100,7400.02%2,448CommonSOLE
37954Y319GREKGLOBAL X FDS$100,7100.02%1,528CommonSOLE
343498101FLOFLOWERS FOODS INC$100,6500.02%9,251CommonSOLE
G4253H101JHXJAMES HARDIE INDS PLC$100,6400.02%4,850CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$100,1500.02%1,257CommonSOLE
704551100BTUPEABODY ENERGY CORP$100,1500.02%3,372CommonSOLE
60770K107MRNAMODERNA INC$100,0900.02%3,394CommonSOLE
049468101TEAMATLASSIAN CORPORATION$100,0400.02%617CommonSOLE
68622V106OGNORGANON & CO$100,0000.02%13,947CommonSOLE
090043100BILLBILL HOLDINGS INC$99,9700.02%1,833CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$99,9600.02%4,645CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$99,8300.02%576CommonSOLE
071813109BAXBAXTER INTL INC$99,7900.02%5,222CommonSOLE
302491303FMCFMC CORP$99,7100.02%7,189CommonSOLE
26856L103ELFE L F BEAUTY INC$99,6100.02%1,310CommonSOLE
29355A107ENPHENPHASE ENERGY INC$99,6100.02%3,108CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$99,5600.02%1,635CommonSOLE
81730H109SSENTINELONE INC$99,4700.02%6,631CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$99,4600.02%6,083CommonSOLE
380237107GDDYGODADDY INC$99,3900.02%801CommonSOLE
960413102WLKWESTLAKE CORPORATION$99,3800.02%1,344CommonSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$99,3700.02%7,003CommonSOLE
303075105FDSFACTSET RESH SYS INC$99,2400.02%342CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$98,7900.02%8,643CommonSOLE
488401100KMPRKEMPER CORP$98,2700.02%2,424CommonSOLE
770323103RHIROBERT HALF INC.$98,1800.02%3,615CommonSOLE
000360206AAONAAON INC$97,8300.02%1,283CommonSOLE
337738108FISVFISERV INC$97,7300.02%1,455CommonSOLE
651229106NWLNEWELL BRANDS INC$97,6400.02%26,247CommonSOLE
70202L102PSNPARSONS CORP DEL$97,5800.02%1,579CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$97,5500.02%2,253CommonSOLE
260557103DOWDOW INC$97,5400.02%4,172CommonSOLE
205887102CAGCONAGRA BRANDS INC$97,5200.02%5,634CommonSOLE
G21810109CLVTCLARIVATE PLC$97,3800.02%29,155CommonSOLE
150870103CECELANESE CORP DEL$97,2000.02%2,299CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$96,9600.02%3,479CommonSOLE
189054109CLXCLOROX CO DEL$96,9000.02%961CommonSOLE
95058W100WENWENDYS CO$96,7400.02%11,614CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$96,7200.02%293CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$96,6600.02%6,418CommonSOLE
L44385109GLOBGLOBANT S A$96,5500.02%1,477CommonSOLE
690742101OCOWENS CORNING NEW$96,4700.02%862CommonSOLE
198516106COLMCOLUMBIA SPORTSWEAR CO$96,3500.02%1,749CommonSOLE
100557107SAMBOSTON BEER INC$96,2000.02%493CommonSOLE
879369106TFXTELEFLEX INCORPORATED$96,1700.02%788CommonSOLE
358039105FRPTFRESHPET INC$96,0900.02%1,577CommonSOLE
222070203COTYCOTY INC$95,6500.02%31,056CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$95,4700.02%6,390CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$95,3600.02%4,077CommonSOLE
73278L105POOLPOOL CORP$95,1600.02%416CommonSOLE
53566V106LINELINEAGE INC$95,0600.02%2,716CommonSOLE
37637K108GTLBGITLAB INC$94,9500.02%2,530CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$94,6900.02%1,622CommonSOLE
36467W109GMEGAMESTOP CORP NEW$94,5800.02%4,710CommonSOLE
37940X102GPNGLOBAL PMTS INC$94,3500.02%1,219CommonSOLE
447011107HUNHUNTSMAN CORP$94,2500.02%9,425CommonSOLE
143130102KMXCARMAX INC$94,2000.02%2,438CommonSOLE
680665205OLNOLIN CORP$93,9200.02%4,509CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$93,5400.02%678CommonSOLE
963320106WHRWHIRLPOOL CORP$92,9200.02%1,288CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$92,7900.02%5,339CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$92,3500.02%3,409CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$92,3000.02%4,902CommonSOLE
82452J109FOURSHIFT4 PMTS INC$91,6200.02%1,455CommonSOLE
93627C101HCCWARRIOR MET COAL INC$90,8200.02%1,030CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$90,5700.02%373CommonSOLE
26603R106DUOLDUOLINGO INC$89,3300.02%509CommonSOLE
693656100PVHPVH CORPORATION$89,0700.02%1,329CommonSOLE
051774107AURAURORA INNOVATION INC$87,4700.02%22,779CommonSOLE
594972408MSTRSTRATEGY INC$86,1600.02%567CommonSOLE
549498202LCIDLUCID GROUP INC$84,2900.02%7,974CommonSOLE
07831C103BRBRBELLRING BRANDS INC$83,6600.02%3,130CommonSOLE
292671708UUUUENERGY FUELS INC$83,5500.02%5,766CommonSOLE
464289180EUFNISHARES TR$79,9300.02%2,155CommonSOLE
248356107DNNDENISON MINES CORP$79,8600.02%30,101CommonSOLE
59124U605MTAMETALLA RTY & STREAMING LTD$79,1500.02%10,174CommonSOLE
Y62132108NVGSNAVIGATOR HLDGS LTD$78,4600.02%4,530CommonSOLE
30231G102XOMEXXON MOBIL CORP$72,8100.01%605CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$68,6500.01%4,883CommonSOLE
464288497IEUSISHARES TR$68,2000.01%995CommonSOLE
H8817H100RIGTRANSOCEAN LTD$64,3300.01%15,577CommonSOLE
644535106NGDNNEW GOLD INC CDA$63,1100.01%7,246CommonSOLE
88642R109TDWTIDEWATER INC NEW$61,9300.01%1,226CommonSOLE
92189H607OIHVANECK ETF TRUST$61,8000.01%217CommonSOLE
G65431127NENOBLE CORP PLC$58,1700.01%2,060CommonSOLE
553368101MPMP MATERIALS CORP$57,2900.01%1,134CommonSOLE
G9460G101VALVALARIS LTD$55,2400.01%1,096CommonSOLE
284902509EGOELDORADO GOLD CORP NEW$52,0100.01%1,448CommonSOLE
78468R556XOPSPDR SERIES TRUST$45,2000.01%358CommonSOLE
H11356104BGBUNGE GLOBAL SA$44,8100.01%503CommonSOLE
46125A100LUNRINTUITIVE MACHINES INC$44,3600.01%2,733CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$41,2800.01%718CommonSOLE
67077M108NTRNUTRIEN LTD$40,8800.01%662CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$39,9900.01%2,000CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$39,3200.01%518CommonSOLE
47215P106JDJD.COM INC$39,2300.01%1,367CommonSOLE
773121108RKLBROCKET LAB CORP$39,0700.01%560CommonSOLE
001084102AGCOAGCO CORP$38,7000.01%371CommonSOLE
667746101NWPXNWPX INFRASTRUCTURE INC$38,5600.01%617CommonSOLE
M3760D101ESLTELBIT SYS LTD$36,9700.01%64CommonSOLE
22052L104CTVACORTEVA INC$36,4600.01%544CommonSOLE
244199105DEDEERE & CO$35,3800.01%76CommonSOLE
806857108SLBSLB LIMITED$35,0000.01%912CommonSOLE
406216101HALHALLIBURTON CO$34,8200.01%1,232CommonSOLE
20825C104COPCONOCOPHILLIPS$34,4500.01%368CommonSOLE
75513E101RTXRTX CORPORATION$34,3000.01%187CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$33,8600.01%70CommonSOLE
535555106LNNLINDSAY CORP$33,8300.01%287CommonSOLE
46138G474PSCEINVESCO EXCH TRADED FD TR II$33,1800.01%772CommonSOLE
125269100CFCF INDS HLDGS INC$32,5600.01%421CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$32,0000.01%109CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$31,4200.01%690CommonSOLE
968223206WLYWILEY JOHN & SONS INC$30,6300.01%1,000CommonSOLE
31816X106FLYFIREFLY AEROSPACE INC$29,7500.01%1,330CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$29,6500.01%52CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$28,9800.01%105CommonSOLE
75644T100RCATRED CAT HLDGS INC$28,4700.01%3,590CommonSOLE
98419M100XYLXYLEM INC$27,9200.01%205CommonSOLE
G7S00T104PNRPENTAIR PLC$27,3900.01%263CommonSOLE
78440P306SKMSK TELECOM CO LTD$27,2600.01%1,328CommonSOLE
278865100ECLECOLAB INC$26,5100.01%101CommonSOLE
008073108AVAVAEROVIRONMENT INC$26,3700.01%109CommonSOLE
29270J100ERIIENERGY RECOVERY INC$26,0600.01%1,932CommonSOLE
61945C103MOSMOSAIC CO NEW$25,8700.00%1,074CommonSOLE
Y18284169CISSC3IS INC$25,7600.00%112,014CommonSOLE
056525108BMIBADGER METER INC$24,7700.00%142CommonSOLE
55405W104MYRGMYR GROUP INC DEL$24,4700.00%112CommonSOLE
88162G103TTEKTETRA TECH INC NEW$23,9500.00%714CommonSOLE
34959E109FTNTFORTINET INC$23,1900.00%292CommonSOLE
21874C102CNMCORE & MAIN INC$21,3600.00%411CommonSOLE
465741106ITRIITRON INC$20,7100.00%223CommonSOLE
44934N116IBACRIB ACQUISITION CORP$10,9700.00%139,950CommonSOLE
93403J106WRBYWARBY PARKER INC$10,9000.00%500CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.