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OnyxPoint Global Management LP

Q3 2025 · Filed 2025-11-14
Market Value
$186M
-1.8%
Holdings
8
-2
New Purchases
1
Added To
2
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
12.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TLN 23.59% 19.66% +3.94% $44M
RIOT 2.38% 0.00% +2.38% $4M
OXY-WT 3.14% 2.50% +0.64% $6M
CHRD 4.91% 4.70% +0.21% $9M
CORZ 1.63% 1.52% +0.11% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VST 2.04% 6.28% -4.24% $4M
PR 57.90% 60.50% -2.60% $107M
EXEEL 4.41% 4.85% -0.44% $8M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 5 $169M 91.1%
Mid Cap 3 $17M 8.9%

Portfolio Analytics

Avg Market Cap
$21.2B
Median Market Cap
$15.8B
Avg P/E
15.4
Median P/E
17.9
Avg Dividend Yield
0.01%
Avg Beta
1.73
# Stocks
8
# ETFs / Funds
0

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PR 57.90% 8,395,106 $107M $12.80 -$7M
2 TLN 23.59% 102,934 $44M $425.38 $7M -24,833 -19.4%
3 CHRD 4.91% 91,715 $9M $99.37 $239K +79 +0.1%
4 EXEEL 4.41% 84,578 $8M $96.71 -$979K
5 OXY-WT 3.14% 228,381 $6M $25.50 $1M +206 +0.1%
6 RIOT 2.38% 232,206 $4M $19.03 +232,206 NEW
7 VST 2.04% 19,346 $4M $195.92 -$8M -41,921 -68.4%
8 CORZ 1.63% 168,622 $3M $17.94 $147K

New Positions

SymbolValue% Port
RIOT $4M 2.38%
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