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OnyxPoint Global Management LP

Q2 2025 · Filed 2025-08-14
Market Value
$189M
+3.1%
Holdings
10
-4
New Purchases
1
Added To
0
Closed
3
Reduced
6
Top 10 Concentration
100.0%
Turnover
40.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TLN 19.66% 14.15% +5.50% $37M
VST 6.28% 3.99% +2.29% $12M
CORZ 1.52% 0.00% +1.52% $3M
EXEEL 4.85% 4.69% +0.16% $9M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PR 60.50% 63.44% -2.94% $114M
HNRG 0.00% 2.44% -2.44% $0
GLNG 0.00% 1.84% -1.84% $0
CHRD 4.70% 5.73% -1.04% $9M
OXY-WT 2.50% 3.50% -1.00% $5M
ASTL 0.00% 0.21% -0.21% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 5 $177M 93.8%
Mid Cap 3 $12M 6.2%
Small Cap 2 $0 0.0%

Portfolio Analytics

Avg Market Cap
$16.7B
Median Market Cap
$11.4B
Avg P/E
23.2
Median P/E
24.6
Avg Dividend Yield
0.01%
Avg Beta
1.19
# Stocks
10
# ETFs / Funds
0

Top Holdings (10 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PR 60.50% 8,395,106 $114M $13.62 -$2M -1,235 -0.0%
2 TLN 19.66% 127,767 $37M $290.77 $11M -2,159 -1.7%
3 VST 6.28% 61,267 $12M $193.81 $5M -1,029 -1.6%
4 EXEEL 4.85% 84,578 $9M $108.28 $570K -749 -0.9%
5 CHRD 4.70% 91,636 $9M $96.85 -$2M -1,571 -1.7%
6 OXY-WT 2.50% 228,175 $5M $20.71 -$2M -3,833 -1.6%
7 CORZ 1.52% 168,622 $3M $17.07 +168,622 NEW
8 GLNG —% -$3M -88,798 -100.0% SOLD
9 ASTL —% -$392K -72,289 -100.0% SOLD
10 HNRG —% -$4M -364,917 -100.0% SOLD

New Positions

SymbolValue% Port
CORZ $3M 1.52%

Sold Out Positions

SymbolValue% Port
GLNG —%
HNRG —%
ASTL —%
View SEC EDGAR Filings for OnyxPoint Global Management LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms