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Kore Advisors LP

Q4 2025 · Filed 2026-02-13
Market Value
$50M
-11.9%
Holdings
12
-1
New Purchases
0
Added To
5
Closed
1
Reduced
1
Top 10 Concentration
99.6%
Turnover
8.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AR 15.93% 12.48% +3.46% $8M
CRGY 26.32% 23.48% +2.84% $13M
TH 6.88% 4.90% +1.98% $3M
SOC 2.75% 1.00% +1.75% $1M
GEO 27.33% 26.31% +1.03% $14M
GS 1.21% 0.96% +0.24% $598K
BWXT 3.49% 3.28% +0.21% $2M
CHRD 2.62% 2.48% +0.15% $1M
EPD 0.44% 0.38% +0.06% $218K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
WOLF 6.23% 17.26% -11.03% $3M
WMB 0.00% 0.36% -0.36% $0
CRC 6.79% 7.11% -0.32% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $598K 1.2%
Large Cap 4 $10M 19.9%
Mid Cap 5 $34M 69.3%
Small Cap 2 $5M 9.6%

Portfolio Analytics

Avg Market Cap
$44.5B
Median Market Cap
$6.8B
Avg P/E
23.7
Median P/E
15.7
Avg Dividend Yield
0.02%
Avg Beta
1.18
# Stocks
12
# ETFs / Funds
0

Top Holdings (12 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GEO 27.33% 839,379 $14M $16.12 -$1M +117,941 +16.4%
2 CRGY 26.32% 1,552,856 $13M $8.39 -$167K +73,600 +5.0%
3 AR 15.93% 228,907 $8M $34.46 $877K +20,000 +9.6%
4 TH 6.88% 425,213 $3M $8.01 $652K +100,418 +30.9%
5 CRC 6.79% 75,141 $3M $44.71 -$636K
6 WOLF 6.23% 177,250 $3M $17.41 -$7M -161,881 -47.7%
7 BWXT 3.49% 10,000 $2M $172.84 -$115K
8 SOC 2.75% 151,045 $1M $9.02 $798K +118,709 +367.1%
9 CHRD 2.62% 14,000 $1M $92.70 -$93K
10 GS 1.21% 680 $598K $879.00 $56K
11 EPD 0.44% 6,800 $218K $32.06 $5K
12 WMB —% -$202K -3,185 -100.0% SOLD

Options Breakdown

0 Calls $0 Call Value 3 Puts $73M Put Value

Top Puts

SymbolSharesValueStatus
WOLF 1,964,200 $34M NEW
SPY 50,000 $34M NEW
XRX 1,862,700 $4M NEW

Sold Out Positions

SymbolValue% Port
WMB —%
View SEC EDGAR Filings for Kore Advisors LP →

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