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PICKERING ENERGY PARTNERS LP

Q3 2025 · Filed 2025-11-14
Market Value
$1.7B
+131.4%
Holdings
9
-4
New Purchases
2
Added To
4
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
22.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AR 27.97% 0.00% +27.97% $487M
CRK 11.40% 0.00% +11.40% $198M
CRGY 20.51% 17.15% +3.35% $357M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SOC 32.61% 64.30% -31.68% $567M
PR 7.36% 18.11% -10.75% $128M
VST 0.03% 0.13% -0.10% $549K
CEG 0.03% 0.12% -0.09% $536K
EQT 0.05% 0.10% -0.04% $887K
EXE 0.05% 0.09% -0.04% $845K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 6 $617M 35.5%
Mid Cap 2 $555M 31.9%
Small Cap 1 $567M 32.6%

Portfolio Analytics

Avg Market Cap
$28.3B
Median Market Cap
$14.6B
Avg P/E
16.1
Median P/E
11.8
Avg Dividend Yield
0.01%
Avg Beta
0.60
# Stocks
9
# ETFs / Funds
0

Top Holdings (9 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SOC 32.61% 32,500 $567M $17,460.00 $84M +10,500 +47.7%
2 AR 27.97% 14,500 $487M $33,560.00 +14,500 NEW
3 CRGY 20.51% 40,000 $357M $8,920.00 $228M +25,000 +166.7%
4 CRK 11.40% 10,000 $198M $19,830.00 +10,000 NEW
5 PR 7.36% 10,000 $128M $12,800.00 -$8M
6 EQT 0.05% 16,300 $887K $54.43 $170K +4,000 +32.5%
7 EXE 0.05% 7,950 $845K $106.24 $149K +2,000 +33.6%
8 VST 0.03% 2,800 $549K $195.92 -$420K -2,200 -44.0%
9 CEG 0.03% 1,630 $536K $329.07 -$403K -1,280 -44.0%

New Positions

SymbolValue% Port
AR $487M 27.97%
CRK $198M 11.40%
View SEC EDGAR Filings for PICKERING ENERGY PARTNERS LP →

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