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WEXFORD CAPITAL LP

CIK 0001048462
$690.3M
Reported AUM
164
Positions
Q1 2026
Period
2026-05-15
Filed

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.

Portfolio · Q1 2026

MAKO$258.2MTUSK$54.1MSTATE$46.2MINVESCO$37.5MACMRVISTHSAIOther$180.4MWL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1MAKOMAKO MNG CORP$7.35-10.58%94.96%162.50%$258.2M37.41%+40,109,072NEW
2TUSKMAMMOTH ENERGY SVCS INC$3.423.16%26.85%-6.42%$54.1M7.83%27,856−0.1%
3STATE STR SPDR S&P 500 ETF T$46.2M6.69%+71,000NEW
4INVESCO QQQ TR$37.5M5.44%+65,000NEW
5ACMRACM RESH INC$76.29-15.43%208.87%146.47%$23.6M3.42%+264,243+78.9%
6VISTVISTA ENERGY S.A.B. DE C.V.$74.32-0.14%48.81%1463.45%$18.1M2.63%+240,104NEW
7HSAIHESAI GROUP$18.49-8.69%-7.55%19.52%$15.3M2.22%+616,148+335.2%
8GFRGREENFIRE RES LTD NEW$5.843.09%24.67%-43.12%$12.8M1.86%6,433−0.3%
9SUNCSUNOCOCORP LLC$66.92-0.80%40.37%40.26%$12.8M1.85%391,257−65.4%
10ETENERGY TRANSFER L P16.51%191.92%$11.1M1.61%HELD
11NEPHNEPHROS INC$3.471.61%-13.44%-59.93%$10.7M1.55%16,481−0.5%
12YPFYPF SOCIEDAD ANONIMA$54.662.16%56.11%1127.06%$9.5M1.37%+76,088+59.1%
13TEOTELECOM ARGENTINA SA$13.240.08%35.38%228.69%$9.3M1.35%+574,072+256.2%
14APTVAPTIV PLC$68.60-5.92%2.94%-58.89%$8.3M1.21%+119,948NEW
15EPDENTERPRISE PRODS PARTNERS L$37.81-0.97%28.31%139.92%$8.3M1.21%HELD
16CFCF INDUSTRIES HOLD$111.91-1.39%25.81%167.00%$8.2M1.18%+62,488+14842.8%
17TGSTRANSPORTADORA DE GAS DEL SU$29.981.59%6.19%570.68%$6.0M0.86%+82,191+91.5%
18PAMPAMPA ENERGIA SA$82.320.49%10.24%428.18%$5.9M0.85%+28,611+75.8%
19TOITHE ONCOLOGY INSTITUTE INC$5.4712.42%75.50%-50.96%$5.3M0.76%+177,867+11.6%
20KSPIKASPI KZ JSC$81.17-2.69%-3.47%-15.08%$4.7M0.69%+31,095+94.9%
21AGROADECOAGRO S A$11.37-0.44%26.46%35.45%$4.4M0.64%+294,030NEW
22ALMALMONTY INDS INC$16.31-21.13%218.63%799.37%$4.4M0.64%248,384−45.1%
23CAAPCORPORACION AMER ARPTS S A$25.420.26%23.78%355.94%$3.9M0.57%+154,766NEW
24TIGOMILLICOM INTL CELLULAR S A$84.732.50%150.52%145.51%$3.3M0.48%+3,912+9.8%
25CENXCENTURY ALUM CO$63.465.56%207.83%312.91%$3.3M0.48%188,749−77.2%
26VSNTVERSANT MEDIA GROUP INC$40.19-0.07%-13.61%24.62%$3.2M0.47%+87,189NEW
27MOBMOBILICOM LTD$5.89-15.74%136.43%238.89%$3.2M0.47%+625,414NEW
28MIAXMIAMI INTL HLDGS INC$39.21-1.01%26.00%-2.61%$3.1M0.45%+80,400NEW
29BTIBRITISH AMERN TOB PLC$59.723.23%32.39%134.37%$3.1M0.45%+53,180NEW
30AMXAMERICA MOVIL SAB DE CV$25.080.97%48.71%71.91%$2.9M0.42%+114,412NEW
31HNRGHALLADOR ENERGY COMPANY$16.66-12.08%$2.6M0.38%+82,410+104.4%
32NTRNUTRIEN LTD$67.20-2.61%$2.5M0.37%+32,818+4957.4%
33EGOELDORADO GOLD CORP NEW$30.111.76%$2.5M0.36%+70,919+4897.7%
34ILFISHARES TR$32.90-0.71%$2.4M0.35%+4,807+7.6%
35XGNEXAGEN INC$4.27-0.47%$2.4M0.34%+326,077+69.9%
36NVDANVIDIA CORPORATION$205.10-6.20%$2.3M0.33%+10,774+471.5%
37ONTOONTO INNOVATION INC$263.494.05%$2.2M0.32%+1,502+16.4%
38FWONKLIBERTY MEDIA CORP DEL$87.45-0.26%$2.1M0.31%+25,000NEW
39XLESELECT SECTOR SPDR TR$57.67-1.84%$2.0M0.29%+500+1.5%
40WESWESTERN MIDSTREAM PARTNERS L$44.10-0.61%$2.0M0.29%+48,526NEW
41VZLAVIZSLA SILVER CORP$3.524.61%$2.0M0.29%+244,532+67.9%
42CEPUCENTRAL PUERTO S A$14.60-0.31%$2.0M0.29%+118,206NEW
43AIRSAIRSCULPT TECHNOLOGIES INC$5.11-10.51%$1.9M0.27%+573+0.1%
44AMATAPPLIED MATLS INC$453.01-9.71%$1.8M0.26%+5,333NEW
45CNQCANADIAN NAT RES LTD MED TER$45.70-4.11%$1.8M0.26%HELD
46XLUSELECT SECTOR SPDR TR$44.350.93%$1.7M0.25%+2,678+7.6%
47BABAALIBABA GROUP HLDG LTD$121.06-3.88%$1.7M0.24%+3,269+33.0%
48TGBTASEKO MINES LTD$6.863.08%$1.6M0.23%HELD
49AAPLAPPLE INC$307.34-1.25%$1.5M0.22%523−7.9%
50XLCSELECT SECTOR SPDR TR$111.67-1.27%$1.5M0.22%+13,907NEW
51XPLSOLITARIO RESOURCES CORP$0.79-2.16%$1.5M0.22%3,652,583−66.4%
52EDNEMPRESA DIST Y COMERCIAL NOR$26.111.38%$1.5M0.22%+49,887NEW
53PDDPDD HOLDINGS INC$85.07-0.94%$1.4M0.20%16,680−54.9%
54OIHVANECK ETF TRUST$429.263.51%$1.3M0.19%+3,063+1411.5%
55TICTIC SOLUTIONS INC$8.501.43%$1.2M0.18%412,716−68.5%
56RJETREPUBLIC AWYS HLDGS INC$17.17-2.67%$1.2M0.17%491,054−88.2%
57ARGXARGENX SE$892.670.15%$1.1M0.16%+1,000+200.0%
58TRVITREVI THERAPEUTICS INC$13.33-4.31%$1.1M0.16%+8,718+10.6%
59SPRYARS PHARMACEUTICALS INC$9.096.19%$1.0M0.15%35,000−21.2%
60ARKKARK ETF TR$76.042.08%$1.0M0.15%+15,288NEW
61STIMNEURONETICS INC$1.29-11.64%$1.0M0.15%+56,010+8.7%
62TKCTURKCELL ILETISIM$5.77-2.53%$989K0.14%+164,000NEW
63AMTMAMENTUM HOLDINGS INC$22.80-2.10%$925K0.13%+27,235+330.1%
64ACWIISHARES TR$155.670.83%$821K0.12%HELD
65FDXFEDEX CORP$331.000.91%$785K0.11%608−21.6%
66MTZMASTEC INC$363.89-2.89%$758K0.11%+957+68.5%
67ESOAENERGY SERVICES OF AMER CORP$15.282.45%$722K0.10%120,777−68.7%
68TSHATAYSHA GENE THERAPIES INC$5.43-1.18%$718K0.10%20,199−11.2%
69ARANTERO RESOURCES CORP$35.56-4.15%$691K0.10%+7,716+90.1%
70GPCRSTRUCTURE THERAPEUTICS INC$37.58-3.79%$661K0.10%1,126−7.6%
71CNRCORE NATURAL RESOURCES INC$93.44-5.53%$635K0.09%+6,067NEW
72WMTWALMART INC$118.880.97%$601K0.09%+430+9.8%
73TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$575K0.08%1,619−48.8%
74EXEEXPAND ENERGY CORPORATION$92.07-1.42%$565K0.08%+2,288+80.0%
75AMZNAMAZON COM INC$246.03-3.06%$563K0.08%2,480−47.8%
76QUREQUANTA SVCS INC$26.45-5.50%$535K0.08%134−12.1%
77HLHECLA MINING COMPANY$14.78-12.18%$524K0.08%+7,234+34.7%
78TSSITSS INC DEL$13.38-7.66%$520K0.08%+40,000NEW
79NUVBNUVATION BIO INC$4.82-6.77%$519K0.08%9,111−7.0%
80CACICACI INTL INC$531.09-0.06%$509K0.07%+935NEW
81NVTNVENT ELEC PLC$163.250.24%$503K0.07%+2,135+100.9%
82OKEONEOK INC NEW$88.25-0.79%$469K0.07%+5,193NEW
83SVACSPRING VY ACQUISITION CORP I$10.40-0.43%$465K0.07%+45,748NEW
84EQTEQT CORP$53.75-2.70%$459K0.07%+2,731+60.9%
85METAMETA PLATFORMS INC$593.00-5.51%$454K0.07%332−29.5%
86BIOABIOAGE LABS INC$15.70-7.76%$451K0.07%+25,765NEW
87GMTLGUARDIAN METAL RES PLC$14.230.39%$437K0.06%+25,000NEW
88ORLAORLA MNG LTD NEW$10.810.05%$434K0.06%2,999−10.0%
89PANWPALO ALTO NETWORKS INC$272.05-2.58%$433K0.06%+783+40.9%
90SLBSLB LIMITED$54.87-5.41%$412K0.06%+7,103+778.8%
91CRWDCROWDSTRIKE HLDGS INC$671.02-6.68%$404K0.06%+1,034NEW
92GPORGULFPORT ENERGY CORP$169.550.89%$398K0.06%+897+91.2%
93TDYTELEDYNE TECHNOLOGIES INC$610.891.43%$392K0.06%+193+42.4%
94TRGPTARGA RES CORP$266.070.75%$372K0.05%161−9.8%
95FCXFREEPORT MCMORAN INC$63.37-9.07%$368K0.05%+6,268NEW
96IHSIHS HOLDING LIMITED$8.310.06%$367K0.05%453,492−91.0%
97PAASPAN AMERN SILVER CORP$48.612.16%$360K0.05%+1,697+34.7%
98MSFTMICROSOFT CORP$416.67-2.66%$353K0.05%117−10.9%
99FIVEFIVE BELOW INC$190.47-0.88%$351K0.05%+345+28.9%
100GOOGLALPHABET INC$368.53-0.98%$342K0.05%730−38.1%
101AGIALAMOS GOLD INC$35.52-8.00%$337K0.05%843−10.0%
102KMIKINDER MORGAN INC DEL$31.68-0.06%$330K0.05%1,080−9.9%
103CPCANADIAN PACIFIC KANSAS CITY$323K0.05%HELD
104EWZISHARES INC$321K0.05%11,002−56.8%
105AEMAGNICO EAGLE MINES LTD$318K0.05%3,127−66.6%
106XOPSPDR SERIES TRUST$315K0.05%+1,375+384.1%
107URGUR-ENERGY INC$315K0.05%31,746−13.1%
108AMANTERO MIDSTREAM CORP$314K0.05%1,266−8.4%
109GLDSPDR GOLD TR$312K0.05%+724NEW
110GILGILDAN ACTIVEWEAR INC$306K0.04%+1,300+31.0%
111KOCOCA COLA CO$301K0.04%+3,964NEW
112NKENIKE INC$293K0.04%+5,542NEW
113MSOSADVISORSHARES TR$286K0.04%+80,645NEW
114AVGOBROADCOM INC$284K0.04%+206+29.0%
115SMRNUSCALE PWR CORP$277K0.04%+25,510NEW
116BLDRBUILDERS FIRSTSOURCE INC$272K0.04%+2,000+153.8%
117MBLYMOBILEYE GLOBAL INC$271K0.04%+39,500NEW
118FCGFIRST TR EXCHANGE-TRADED FD$268K0.04%3,052−26.5%
119CCJCAMECO CORP$267K0.04%273−10.0%
120SILJAMPLIFY ETF TR$266K0.04%47,699−84.2%
121UNPUNION PAC CORP$262K0.04%HELD
122COPXGLOBAL X FDS$262K0.04%382−10.0%
123NUENUCOR CORP$260K0.04%544−26.2%
124CMICUMMINS INC$257K0.04%95−16.6%
125QXOQXO INC$254K0.04%+13,100NEW
126CPRICAPRI HOLDINGS LIMITED$252K0.04%+970+7.3%
127MRVLMARVELL TECHNOLOGY INC$249K0.04%819−24.6%
128SILGLOBAL X FDS$247K0.04%51,294−94.9%
129NRGNRG ENERGY INC$244K0.04%+467+38.8%
130AXPAMERICAN EXPRESS CO$242K0.04%HELD
131CSCOCISCO SYS INC$240K0.03%1,827−37.2%
132ANAUTONATION INC$239K0.03%+1,226NEW
133WRBBERKLEY W R CORP$239K0.03%1,400−28.0%
134IESCIES HOLDINGS INC$238K0.03%500−50.0%
135CSXCSX CORP$237K0.03%+490+9.3%
136ASMLASML HLDG NV$235K0.03%286−61.6%
137BHPBHP BILLITON LIMITED$234K0.03%+3,213NEW
138VETVERMILION ENERGY INC$232K0.03%+16,835NEW
139ETNEATON CORP PLC$227K0.03%218−25.6%
140SCHLSCHOLASTIC CORP$227K0.03%HELD
141VSTVISTRA CORP$226K0.03%+1,506NEW
142SQQQPROSHARES TR$225K0.03%+2,793NEW
143CEGCONSTELLATION ENERGY CORP$221K0.03%+366+86.1%
144WDAYWORKDAY INC$218K0.03%+1,677NEW
145IBITISHARES BITCOIN TRUST ETF$216K0.03%+5,632NEW
146CDNSCADENCE DESIGN SYSTEM INC$216K0.03%+776NEW
147ARGTGLOBAL X FDS$215K0.03%19,097−89.2%
148GTESGATES INDL CORP PLC$215K0.03%2,162−18.5%
149MAMASTERCARD INCORPORATED$214K0.03%+428NEW
150OCOWENS CORNING NEW$211K0.03%+1,088+126.2%
151VVISA INC$206K0.03%+683NEW
152RRXREGAL REXNORD CORPORATION$202K0.03%261−19.5%
153AAALCOA CORP$201K0.03%+3,034NEW
154TACTRANSALTA CORP$184K0.03%+13,974NEW
155NUNU HLDGS LTD$174K0.03%+12,138NEW
156RIGTRANSOCEAN LTD$174K0.03%+10,687+68.6%
157NXENEXGEN ENERGY LTD$161K0.02%1,541−10.0%
158SLSRSOLARIS RES INC$149K0.02%+17,345NEW
159DNNDENISON MINES CORP$96K0.01%3,010−10.0%
160RTACWRENATUS TACTICAL ACQUIS$23K0.00%+50,000NEW
161IBACRIB ACQUISITION CORP$15K0.00%HELD
162HYACHAYMAKER ACQUISITION CORP IV351,648−70.3%
163COMPCOMPASS INC70,330−70.3%
164CCIIWCOHEN CIRCLE ACQUISIT CORP I+14,926NEW
165QQQINVESCO QQQ TR205,200EXITED
166NWAX/UNEW AMER ACQUISITION I CORP1,254,477EXITED
167CMCSACOMCAST CORP NEW329,999EXITED
168AVDLAVADEL PHARMACEUTICALS PLC272,821EXITED
169MICCMAGNUM ICE CREAM CO NV337,500EXITED
170MPLXMPLX LP99,945EXITED
171SPYSPDR S&P 500 ETF TR7,796EXITED
172IMPPIMPERIAL PETE INC1,129,717EXITED
173CVECENOVUS ENERGY INC200,000EXITED
174MOBILICOM LTD541,710EXITED
175DDDUPONT DE NEMOURS INC80,304EXITED
176XLPSELECT SECTOR SPDR TR38,870EXITED
177TNKTEEKAY TANKERS LTD52,818EXITED
178VINE HILL CAP INVT CORP.251,071EXITED
179SBSWSIBANYE STILLWATER LTD188,000EXITED
180SITMSITIME CORP5,686EXITED
181RSPINVESCO EXCHANGE TRADED FD T10,332EXITED
182CHTRCHARTER COMMUNICATIONS INC N9,317EXITED
183FUTUFUTU HLDGS LTD10,274EXITED
184EEMISHARES TR30,297EXITED
185IBBISHARES TR9,765EXITED
186EWWISHARES INC23,500EXITED
187GSMFERROGLOBE PLC345,508EXITED
188WRDWERIDE INC180,358EXITED
189VYMIVANGUARD WHITEHALL FDS16,456EXITED
190FXIISHARES TR38,324EXITED
191VIGVANGUARD SPECIALIZED FUNDS6,524EXITED
192PONYPONY AI INC98,627EXITED
193ENZLISHARES TR30,000EXITED
194MRLNINFLECTION POINT ACQUISITION100,000EXITED
195VIPER ENERGY PARTNERS LP23,794EXITED
196CHACHAGEE HLDGS LTD75,000EXITED
197DQDAQO NEW ENERGY CORP28,439EXITED
198EXCEXELON CORP16,674EXITED
199XPEVXPENG INC34,614EXITED
200OGEOGE ENERGY CORP15,929EXITED
201MNSOMINISO GROUP HLDG LTD32,941EXITED
202CNPCENTERPOINT ENERGY INC15,568EXITED
203AEEAMEREN CORP5,677EXITED
204WECWEC ENERGY GROUP INC5,315EXITED
205NBNIOCORP DEVS LTD104,193EXITED
206PNWPINNACLE WEST CAP CORP6,195EXITED
207GDXVANECK ETF TRUST6,153EXITED
208POETPOET TECHNOLOGIES INC83,094EXITED
209BWLPBW LPG LTD38,659EXITED
210TVATEXAS VENTURES ACQUISITION I47,000EXITED
211EVRGEVERGY INC6,838EXITED
212INSWINTERNATIONAL SEAWAYS INC9,593EXITED
213FLUTFLUTTER ENTMT PLC2,081EXITED
214OGSONE GAS INC5,644EXITED
215ASCARDMORE SHIPPING CORP38,097EXITED
216KTKT CORP19,463EXITED
217RACEFERRARI N V978EXITED
218BBWIBATH & BODY WORKS INC17,988EXITED
219CVRXCVRX INC48,105EXITED
220SAHSONIC AUTOMOTIVE INC5,459EXITED
221CMSCMS ENERGY CORP4,666EXITED
222AMRALPHA METALLURGICAL RESOUR I1,627EXITED
223AEPAMERICAN ELEC PWR CO INC2,789EXITED
224SNSHARKNINJA INC2,868EXITED
225DDOMINION ENERGY INC5,403EXITED
226ITGARTNER INC1,228EXITED
227PPLPPL CORP8,364EXITED
228PEGPUBLIC SVC ENTERPRISE GRP IN3,546EXITED
229TELTE CONNECTIVITY PLC1,221EXITED
230UGIUGI CORP NEW7,289EXITED
231STLASTELLANTIS N.V25,000EXITED
232BKNGBOOKING HOLDINGS INC49EXITED
233ASXASE TECHNOLOGY HLDG CO LTD16,083EXITED
234HHYATT HOTELS CORP1,587EXITED
235QCOMQUALCOMM INC1,477EXITED
236HSBCHSBC HLDGS PLC3,141EXITED
237MELIMERCADOLIBRE INC120EXITED
238IBKRINTERACTIVE BROKERS GROUP IN3,686EXITED
239SONYSONY GROUP CORP9,162EXITED
240TFIITFI INTL INC2,268EXITED
241IQVIQVIA HLDGS INC1,032EXITED
242XELXCEL ENERGY INC3,022EXITED
243KYIVKYIVSTAR GROUP LTD17,143EXITED
244TTANSERVICETITAN INC2,086EXITED
245CCL1EURCARNIVAL CORP7,200EXITED
246RELXRELX PLC5,351EXITED
247SNOWSNOWFLAKE INC979EXITED
248DTEDTE ENERGY CO1,640EXITED
249SNPSSYNOPSYS INC447EXITED
250URIUNITED RENTALS INC254EXITED
251TREXTREX CO INC5,851EXITED
252ADSKAUTODESK INC681EXITED
253BIRKBIRKENSTOCK HOLDING PLC4,696EXITED
254FLSFLOWSERVE CORP2,744EXITED
255DELLDELL TECHNOLOGIES INC1,506EXITED
256FLEXFLEX LTD2,956EXITED
257EMBJEMBRAER S.A.2,714EXITED
258BABOEING CO800EXITED
259RBRKRUBRIK INC.2,189EXITED
260DVSDOLLY VARDEN SILVER CORP36,273EXITED
261ACAARCOSA INC1,489EXITED
262DDOGDATADOG INC1,159EXITED
263NOWSERVICENOW INC975EXITED
264GLNGGOLAR LNG LTD3,863EXITED
265KGCKINROSS GOLD CORP4,887EXITED
266EMEEMCOR GROUP INC221EXITED
267DJTTRUMP MEDIA & TECHNOLOGY GRO9,390EXITED
268DLTRDOLLAR TREE INC970EXITED
269PATKPATRICK INDS INC1,100EXITED
270IEIVANHOE ELECTRIC INC7,422EXITED
271UAUNDER ARMOUR INC24,038EXITED
272UAAUNDER ARMOUR INC23,095EXITED
273RHRH617EXITED
274CAVACAVA GROUP INC1,881EXITED
275HUBSHUBSPOT INC266EXITED
276LINLINDE PLC250EXITED
277ZTSZOETIS INC843EXITED
278PCGPG&E CORP6,596EXITED
279PRGOPERRIGO CO PLC7,610EXITED
280AREALEXANDRIA REAL ESTATE EQ IN2,144EXITED
281DVDOUBLEVERIFY HLDGS INC9,141EXITED
282CHHCHOICE HOTELS INTL INC1,095EXITED
283SWSMURFIT WESTROCK PLC2,689EXITED
284TTDTHE TRADE DESK INC2,729EXITED
285CCCCCC INTELLIGENT SOLUTIONS HL13,021EXITED
286PENNPENN ENTERTAINMENT INC7,003EXITED
287MOHMOLINA HEALTHCARE INC593EXITED
288AVTRAVANTOR INC8,953EXITED
289DECKDECKERS OUTDOOR CORP988EXITED
290CMGCHIPOTLE MEXICAN GRILL INC2,767EXITED
291MORNMORNINGSTAR INC467EXITED
292LULULULULEMON ATHLETICA INC488EXITED
293LBRDKLIBERTY BROADBAND CORP2,084EXITED
294MANMANPOWERGROUP INC WIS3,406EXITED
295CPRTCOPART INC2,586EXITED
296COLDAMERICOLD REALTY TRUST INC7,855EXITED
297LBRDALIBERTY BROADBAND CORP2,089EXITED
298CNCCENTENE CORP DEL2,448EXITED
299GREKGLOBAL X FDS1,528EXITED
300FLOFLOWERS FOODS INC9,251EXITED
301JHXJAMES HARDIE INDS PLC4,850EXITED
302BTUPEABODY ENERGY CORP3,372EXITED
303SFMSPROUTS FMRS MKT INC1,257EXITED
304MRNAMODERNA INC3,394EXITED
305TEAMATLASSIAN CORPORATION617EXITED
306OGNORGANON & CO13,947EXITED
307BILLBILL HOLDINGS INC1,833EXITED
308SRPTSAREPTA THERAPEUTICS INC4,645EXITED
309MANHMANHATTAN ASSOCIATES INC576EXITED
310BAXBAXTER INTL INC5,222EXITED
311FMCFMC CORP7,189EXITED
312ELFE L F BEAUTY INC1,310EXITED
313ENPHENPHASE ENERGY INC3,108EXITED
314FNDFLOOR & DECOR HLDGS INC1,635EXITED
315SSENTINELONE INC6,631EXITED
316PRMBPRIMO BRANDS CORPORATION6,083EXITED
317GDDYGODADDY INC801EXITED
318WLKWESTLAKE CORPORATION1,344EXITED
319ACHCACADIA HEALTHCARE COMPANY IN7,003EXITED
320FDSFACTSET RESH SYS INC342EXITED
321XRAYDENTSPLY SIRONA INC8,643EXITED
322KMPRKEMPER CORP2,424EXITED
323RHIROBERT HALF INC.3,615EXITED
324AAONAAON INC1,283EXITED
325FISVFISERV INC1,455EXITED
326NWLNEWELL BRANDS INC26,247EXITED
327PSNPARSONS CORP DEL1,579EXITED
328LYBLYONDELLBASELL INDUSTRIES N2,253EXITED
329DOWDOW INC4,172EXITED
330CAGCONAGRA BRANDS INC5,634EXITED
331CLVTCLARIVATE PLC29,155EXITED
332CECELANESE CORP DEL2,299EXITED
333CPBTHE CAMPBELLS COMPANY3,479EXITED
334CLXCLOROX CO DEL961EXITED
335WENWENDYS CO11,614EXITED
336UNHUNITEDHEALTH GROUP INC293EXITED
337GPKGRAPHIC PACKAGING HLDG CO6,418EXITED
338GLOBGLOBANT S A1,477EXITED
339COLMCOLUMBIA SPORTSWEAR CO1,749EXITED
340SAMBOSTON BEER INC493EXITED
341TFXTELEFLEX INCORPORATED788EXITED
342FRPTFRESHPET INC1,577EXITED
343COTYCOTY INC31,056EXITED
344OWLBLUE OWL CAPITAL INC6,390EXITED
345CZRCAESARS ENTERTAINMENT INC NE4,077EXITED
346POOLPOOL CORP416EXITED
347LINELINEAGE INC2,716EXITED
348GTLBGITLAB INC2,530EXITED
349PYPLPAYPAL HLDGS INC1,622EXITED
350GMEGAMESTOP CORP NEW4,710EXITED
351GPNGLOBAL PMTS INC1,219EXITED
352HUNHUNTSMAN CORP9,425EXITED
353KMXCARMAX INC2,438EXITED
354OLNOLIN CORP4,509EXITED
355STZCONSTELLATION BRANDS INC678EXITED
356WHRWHIRLPOOL CORP1,288EXITED
357IRDMIRIDIUM COMMUNICATIONS INC5,339EXITED
358CIVICIVITAS RESOURCES INC3,409EXITED
359WSCWILLSCOT HLDGS CORP4,902EXITED
360FOURSHIFT4 PMTS INC1,455EXITED
361HCCWARRIOR MET COAL INC1,030EXITED
362ZBRAZEBRA TECHNOLOGIES CORPORATI373EXITED
363DUOLDUOLINGO INC509EXITED
364PVHPVH CORPORATION1,329EXITED
365AURAURORA INNOVATION INC22,779EXITED
366MSTRSTRATEGY INC567EXITED
367LCIDLUCID GROUP INC7,974EXITED
368BRBRBELLRING BRANDS INC3,130EXITED
369UUUUENERGY FUELS INC5,766EXITED
370EUFNISHARES TR2,155EXITED
371MTAMETALLA RTY & STREAMING LTD10,174EXITED
372NVGSNAVIGATOR HLDGS LTD4,530EXITED
373XOMEXXON MOBIL CORP605EXITED
374EQXEQUINOX GOLD CORP4,883EXITED
375IEUSISHARES TR995EXITED
376NGDNNEW GOLD INC CDA7,246EXITED
377TDWTIDEWATER INC NEW1,226EXITED
378NENOBLE CORP PLC2,060EXITED
379MPMP MATERIALS CORP1,134EXITED
380VALVALARIS LTD1,096EXITED
381BGBUNGE GLOBAL SA503EXITED
382LUNRINTUITIVE MACHINES INC2,733EXITED
383ADMARCHER DANIELS MIDLAND CO718EXITED
384SIRISIRIUSXM HOLDINGS INC2,000EXITED
385KTOSKRATOS DEFENSE & SEC SOLUTIO518EXITED
386JDJD.COM INC1,367EXITED
387RKLBROCKET LAB CORP560EXITED
388AGCOAGCO CORP371EXITED
389NWPXNWPX INFRASTRUCTURE INC617EXITED
390ESLTELBIT SYS LTD64EXITED
391CTVACORTEVA INC544EXITED
392DEDEERE & CO76EXITED
393HALHALLIBURTON CO1,232EXITED
394COPCONOCOPHILLIPS368EXITED
395RTXRTX CORPORATION187EXITED
396LMTLOCKHEED MARTIN CORP70EXITED
397LNNLINDSAY CORP287EXITED
398PSCEINVESCO EXCH TRADED FD TR II772EXITED
399LHXL3HARRIS TECHNOLOGIES INC109EXITED
400BKRBAKER HUGHES COMPANY690EXITED
401WLYWILEY JOHN & SONS INC1,000EXITED
402FLYFIREFLY AEROSPACE INC1,330EXITED
403NOCNORTHROP GRUMMAN CORP52EXITED
404WTSWATTS WATER TECHNOLOGIES INC105EXITED
405RCATRED CAT HLDGS INC3,590EXITED
406XYLXYLEM INC205EXITED
407PNRPENTAIR PLC263EXITED
408SKMSK TELECOM CO LTD1,328EXITED
409ECLECOLAB INC101EXITED
410AVAVAEROVIRONMENT INC109EXITED
411ERIIENERGY RECOVERY INC1,932EXITED
412MOSMOSAIC CO NEW1,074EXITED
413CISSC3IS INC112,014EXITED
414BMIBADGER METER INC142EXITED
415MYRGMYR GROUP INC DEL112EXITED
416TTEKTETRA TECH INC NEW714EXITED
417FTNTFORTINET INC292EXITED
418CNMCORE & MAIN INC411EXITED
419ITRIITRON INC223EXITED
420WRBYWARBY PARKER INC500EXITED

Source: SEC EDGAR · accession 0001398344-26-009302. 13F discloses long positions only — shorts, foreign equities, and options are excluded.