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WEXFORD CAPITAL LP

Q1 2026 · 13F-HR

WEXFORD CAPITAL LPholdings as filed

Filed 2026-05-15 · accession 0001398344-26-009302

$690.3M
Reported value
164
Positions
2026-03-31
Period end
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The Brief · WEXFORD CAPITAL LP · Q1 2026

AI · grounded in 13F

WEXFORD CAPITAL LP established a new position in MAKO valued at $258.2M. The fund also opened new positions in STATE STR SPDR S&P 500 ETF T for $46.2M and INVESCO QQQ TR for $37.5M. These additions come as the fund closed its position in QQQ for a loss of $126.1M and exited NWAX/U for $13.1M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
56089A400MAKOMAKO MNG CORP$258.2M37.4%40,109,072CommonSOLE
56155L108TUSKMAMMOTH ENERGY SVCS INC$54.1M7.83%22,068,212CommonSOLE
78462F953STATE STR SPDR S&P 500 ETF T$46.2M6.69%71,000PUTSOLE
46090E953INVESCO QQQ TR$37.5M5.44%65,000PUTSOLE
00108J109ACMRACM RESH INC$23.6M3.42%599,246CommonSOLE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$18.1M2.63%240,104CommonSOLE
428050108HSAIHESAI GROUP$15.3M2.22%799,985CommonSOLE
39525U107GFRGREENFIRE RES LTD NEW$12.8M1.86%2,027,989CommonSOLE
86765Q106SUNCSUNOCOCORP LLC$12.8M1.85%206,813CommonSOLE
29273V100ETENERGY TRANSFER L P$11.1M1.61%575,015CommonSOLE
640671400NEPHNEPHROS INC$10.7M1.55%3,600,552CommonSOLE
984245100YPFYPF SOCIEDAD ANONIMA$9.5M1.37%204,781CommonSOLE
879273209TEOTELECOM ARGENTINA SA$9.3M1.35%798,150CommonSOLE
G3265R107APTVAPTIV PLC$8.3M1.21%119,948CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$8.3M1.21%219,887CommonSOLE
125269100CFCF INDUSTRIES HOLD$8.2M1.18%62,909CommonSOLE
893870204TGSTRANSPORTADORA DE GAS DEL SU$6.0M0.86%171,996CommonSOLE
697660207PAMPAMPA ENERGIA SA$5.9M0.85%66,360CommonSOLE
68236X100TOITHE ONCOLOGY INSTITUTE INC$5.3M0.76%1,711,323CommonSOLE
48581R205KSPIKASPI KZ JSC$4.7M0.69%63,866CommonSOLE
L00849106AGROADECOAGRO S A$4.4M0.64%294,030CommonSOLE
020398707ALMALMONTY INDS INC$4.4M0.64%302,807CommonSOLE
L1995B107CAAPCORPORACION AMER ARPTS S A$3.9M0.57%154,766CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$3.3M0.48%43,912CommonSOLE
156431108CENXCENTURY ALUM CO$3.3M0.48%55,900CommonSOLE
925283103VSNTVERSANT MEDIA GROUP INC$3.2M0.47%87,189CommonSOLE
Q6297L120MOBMOBILICOM LTD$3.2M0.47%625,414CommonSOLE
59356Q108MIAXMIAMI INTL HLDGS INC$3.1M0.45%80,400CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$3.1M0.45%53,180CommonSOLE
02390A101AMXAMERICA MOVIL SAB DE CV$2.9M0.42%114,412CommonSOLE
40609P105HNRGHALLADOR ENERGY COMPANY$2.6M0.38%161,310CommonSOLE
67077M108NTRNUTRIEN LTD$2.5M0.37%33,480CommonSOLE
284902509EGOELDORADO GOLD CORP NEW$2.5M0.36%72,367CommonSOLE
464287390ILFISHARES TR$2.4M0.35%68,118CommonSOLE
30068X103XGNEXAGEN INC$2.4M0.34%792,855CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.3M0.33%13,059CommonSOLE
683344105ONTOONTO INNOVATION INC$2.2M0.32%10,681CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$2.1M0.31%25,000CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$2.0M0.29%33,138CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$2.0M0.29%48,526CommonSOLE
92859G608VZLAVIZSLA SILVER CORP$2.0M0.29%604,532CommonSOLE
155038201CEPUCENTRAL PUERTO S A$2.0M0.29%118,206CommonSOLE
009496100AIRSAIRSCULPT TECHNOLOGIES INC$1.9M0.27%670,517CommonSOLE
038222105AMATAPPLIED MATLS INC$1.8M0.26%5,333CommonSOLE
136385101CNQCANADIAN NAT RES LTD MED TER$1.8M0.26%37,280CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$1.7M0.25%37,952CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$1.7M0.24%13,182CommonSOLE
876511106TGBTASEKO MINES LTD$1.6M0.23%250,000CommonSOLE
037833100AAPLAPPLE INC$1.5M0.22%6,089CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$1.5M0.22%13,907CommonSOLE
8342EP107XPLSOLITARIO RESOURCES CORP$1.5M0.22%1,844,254CommonSOLE
29244A102EDNEMPRESA DIST Y COMERCIAL NOR$1.5M0.22%49,887CommonSOLE
722304102PDDPDD HOLDINGS INC$1.4M0.20%13,691CommonSOLE
92189H607OIHVANECK ETF TRUST$1.3M0.19%3,280CommonSOLE
00510N102TICTIC SOLUTIONS INC$1.2M0.18%189,671CommonSOLE
590479408RJETREPUBLIC AWYS HLDGS INC$1.2M0.17%66,000CommonSOLE
04016X101ARGXARGENX SE$1.1M0.16%1,500CommonSOLE
89532M101TRVITREVI THERAPEUTICS INC$1.1M0.16%90,752CommonSOLE
82835W108SPRYARS PHARMACEUTICALS INC$1.0M0.15%130,313CommonSOLE
00214Q104ARKKARK ETF TR$1.0M0.15%15,288CommonSOLE
64131A105STIMNEURONETICS INC$1.0M0.15%700,961CommonSOLE
900111204TKCTURKCELL ILETISIM$988,9200.14%164,000CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$925,4750.13%35,486CommonSOLE
464288257ACWIISHARES TR$820,6720.12%5,931CommonSOLE
31428X106FDXFEDEX CORP$785,3770.11%2,205CommonSOLE
576323109MTZMASTEC INC$757,6980.11%2,355CommonSOLE
29271Q103ESOAENERGY SERVICES OF AMER CORP$722,1500.10%55,000CommonSOLE
877619106TSHATAYSHA GENE THERAPIES INC$718,1230.10%160,654CommonSOLE
03674X106ARANTERO RESOURCES CORP$691,0930.10%16,284CommonSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$660,7740.10%13,709CommonSOLE
218937100CNRCORE NATURAL RESOURCES INC$635,3970.09%6,067CommonSOLE
931142103WMTWALMART INC$601,2670.09%4,838CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$574,8530.08%1,701CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$565,1470.08%5,148CommonSOLE
023135106AMZNAMAZON COM INC$563,1620.08%2,704CommonSOLE
74762E102QUREQUANTA SVCS INC$534,7450.08%974CommonSOLE
422704106HLHECLA MINING COMPANY$523,5030.08%28,100CommonSOLE
87288V101TSSITSS INC DEL$520,4000.08%40,000CommonSOLE
67080N101NUVBNUVATION BIO INC$518,6140.08%120,889CommonSOLE
127190304CACICACI INTL INC$508,5180.07%935CommonSOLE
G6700G107NVTNVENT ELEC PLC$502,8080.07%4,251CommonSOLE
682680103OKEONEOK INC NEW$469,3950.07%5,193CommonSOLE
G8377R101SVACSPRING VY ACQUISITION CORP I$464,8000.07%45,748CommonSOLE
26884L109EQTEQT CORP$459,3540.07%7,218CommonSOLE
30303M102METAMETA PLATFORMS INC$453,6990.07%793CommonSOLE
09077V100BIOABIOAGE LABS INC$450,6300.07%25,765CommonSOLE
401382106GMTLGUARDIAN METAL RES PLC$437,0000.06%25,000CommonSOLE
68634K106ORLAORLA MNG LTD NEW$433,8500.06%26,989CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$432,5430.06%2,698CommonSOLE
806857108SLBSLB LIMITED$411,8910.06%8,015CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$403,6840.06%1,034CommonSOLE
402635502GPORGULFPORT ENERGY CORP$397,9630.06%1,881CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$392,0460.06%648CommonSOLE
87612G101TRGPTARGA RES CORP$371,5820.05%1,482CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$368,4330.05%6,268CommonSOLE
G4701H109IHSIHS HOLDING LIMITED$367,2230.05%44,620CommonSOLE
697900108PAASPAN AMERN SILVER CORP$360,1760.05%6,593CommonSOLE
594918104MSFTMICROSOFT CORP$353,1420.05%954CommonSOLE
33829M101FIVEFIVE BELOW INC$351,4020.05%1,538CommonSOLE
02079K305GOOGLALPHABET INC$341,6210.05%1,188CommonSOLE
011532108AGIALAMOS GOLD INC$336,9130.05%7,583CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$329,9020.05%9,839CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$322,5060.05%4,100CommonSOLE
464286400EWZISHARES INC$321,2480.05%8,368CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$317,8670.05%1,566CommonSOLE
78468R556XOPSPDR SERIES TRUST$315,1110.05%1,733CommonSOLE
91688R108URGUR-ENERGY INC$314,5330.05%211,096CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$313,9100.05%13,768CommonSOLE
78463V107GLDSPDR GOLD TR$311,5300.05%724CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$306,1850.04%5,500CommonSOLE
191216100KOCOCA COLA CO$301,4620.04%3,964CommonSOLE
654106103NKENIKE INC$292,7280.04%5,542CommonSOLE
00768Y453MSOSADVISORSHARES TR$286,2900.04%80,645CommonSOLE
11135F101AVGOBROADCOM INC$283,5110.04%916CommonSOLE
67079K100SMRNUSCALE PWR CORP$276,5280.04%25,510CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$271,6890.04%3,300CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$271,3650.04%39,500CommonSOLE
33733E807FCGFIRST TR EXCHANGE-TRADED FD$267,6220.04%8,445CommonSOLE
13321L108CCJCAMECO CORP$266,9630.04%2,458CommonSOLE
032108649SILJAMPLIFY ETF TR$265,6370.04%8,938CommonSOLE
907818108UNPUNION PAC CORP$262,0300.04%1,080CommonSOLE
37954Y830COPXGLOBAL X FDS$261,8810.04%3,430CommonSOLE
670346105NUENUCOR CORP$259,7380.04%1,536CommonSOLE
231021106CMICUMMINS INC$257,1740.04%478CommonSOLE
82846H405QXOQXO INC$254,4020.04%13,100CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$251,5080.04%14,274CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$249,2100.04%2,516CommonSOLE
37954Y848SILGLOBAL X FDS$247,0890.04%2,743CommonSOLE
629377508NRGNRG ENERGY INC$244,3460.04%1,672CommonSOLE
025816109AXPAMERICAN EXPRESS CO$241,9840.04%800CommonSOLE
17275R102CSCOCISCO SYS INC$239,5980.03%3,088CommonSOLE
05329W102ANAUTONATION INC$239,3890.03%1,226CommonSOLE
084423102WRBBERKLEY W R CORP$238,6080.03%3,600CommonSOLE
44951W106IESCIES HOLDINGS INC$238,2350.03%500CommonSOLE
126408103CSXCSX CORP$236,9410.03%5,772CommonSOLE
N07059210ASMLASML HLDG NV$235,1080.03%178CommonSOLE
088606108BHPBHP BILLITON LIMITED$233,7140.03%3,213CommonSOLE
923725105VETVERMILION ENERGY INC$231,9860.03%16,835CommonSOLE
G29183103ETNEATON CORP PLC$227,1200.03%635CommonSOLE
807066105SCHLSCHOLASTIC CORP$226,5480.03%5,800CommonSOLE
92840M102VSTVISTRA CORP$226,3970.03%1,506CommonSOLE
74350P675SQQQPROSHARES TR$224,8090.03%2,793CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$220,8870.03%791CommonSOLE
98138H101WDAYWORKDAY INC$217,8760.03%1,677CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$216,3810.03%5,632CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$215,6270.03%776CommonSOLE
37950E259ARGTGLOBAL X FDS$215,3830.03%2,308CommonSOLE
G39108108GTESGATES INDL CORP PLC$215,0210.03%9,510CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$213,8540.03%428CommonSOLE
690742101OCOWENS CORNING NEW$211,0290.03%1,950CommonSOLE
92826C839VVISA INC$206,4300.03%683CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$201,8660.03%1,078CommonSOLE
013872106AAALCOA CORP$201,2450.03%3,034CommonSOLE
89346D107TACTRANSALTA CORP$183,6630.03%13,974CommonSOLE
G6683N103NUNU HLDGS LTD$174,4230.03%12,138CommonSOLE
H8817H100RIGTRANSOCEAN LTD$174,1300.03%26,264CommonSOLE
65340P106NXENEXGEN ENERGY LTD$160,8790.02%13,871CommonSOLE
83419D201SLSRSOLARIS RES INC$148,8200.02%17,345CommonSOLE
248356107DNNDENISON MINES CORP$95,9750.01%27,091CommonSOLE
G7490F127RTACWRENATUS TACTICAL ACQUIS$23,0050.00%50,000CommonSOLE
44934N116IBACRIB ACQUISITION CORP$15,3950.00%139,950CommonSOLE
G2254C113CCIIWCOHEN CIRCLE ACQUISIT CORP I$014,926CommonSOLE
20464U100COMPCOMPASS INC$029,670CommonSOLE
G4375F108HYACHAYMAKER ACQUISITION CORP IV$0148,352CommonSOLE

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.