Q4 2025 · 13F-HR
PICKERING ENERGY PARTNERS LPholdings as filed
Filed 2026-02-17 · accession 0001420506-26-000466
$25.6M
Reported value
10
Positions
2025-12-31
Period end
The Brief · PICKERING ENERGY PARTNERS LP · Q4 2025
AI · grounded in 13F
Pickering Energy Partners LP increased its stake in CRGY by 5,372.99%. The fund also established a new position in MUR worth $312,500 and accumulated more shares of SOC. These additions coincided with reductions in five other holdings, most notably trimming positions in VST and CEG by 50.0% and 47.24% respectively.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 44952J104 | CRGY | CRESCENT ENERGY COMPANY | $21.6M | 84.4% | 2,189,194 | Common | SOLE |
| 165167735 | EXE | EXPAND ENERGY CORPORATION | $805,628 | 3.15% | 7,300 | Common | SOLE |
| 26884L109 | EQT | EQT CORP | $804,000 | 3.15% | 15,000 | Common | SOLE |
| 78574H104 | SOC | SABLE OFFSHORE CORP | $721,600 | 2.82% | 80,000 | Common | SOLE |
| 03674X106 | AR | ANTERO RESOURCES CORP | $447,980 | 1.75% | 13,000 | Common | SOLE |
| 626717102 | MUR | MURPHY OIL CORP | $312,500 | 1.22% | 10,000 | Common | SOLE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $303,812 | 1.19% | 860 | Common | SOLE |
| 205768302 | CRK | COMSTOCK RES INC | $231,800 | 0.91% | 10,000 | Common | SOLE |
| 92840M102 | VST | VISTRA CORP | $225,863 | 0.88% | 1,400 | Common | SOLE |
| 71424F105 | PR | PERMIAN RESOURCES CORP | $140,300 | 0.55% | 10,000 | Common | SOLE |
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.