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PICKERING ENERGY PARTNERS LP

Q4 2025 · Filed 2026-02-17
Market Value
$23.4B
+1246.1%
Holdings
10
+1
New Purchases
1
Added To
2
Closed
0
Reduced
5
Top 10 Concentration
100.0%
Turnover
10.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CRGY 92.07% 20.51% +71.57% $21.6B
MUR 1.33% 0.00% +1.33% $312M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SOC 3.08% 32.61% -29.53% $722M
AR 1.91% 27.97% -26.05% $448M
CRK 0.99% 11.40% -10.41% $232M
PR 0.60% 7.36% -6.76% $140M
EQT 0.00% 0.05% -0.05% $804K
EXE 0.00% 0.05% -0.05% $806K
VST 0.00% 0.03% -0.03% $226K
CEG 0.00% 0.03% -0.03% $304K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 6 $590M 2.5%
Mid Cap 3 $22.1B 94.4%
Small Cap 1 $722M 3.1%

Portfolio Analytics

Avg Market Cap
$26.0B
Median Market Cap
$13.0B
Avg P/E
22.2
Median P/E
17.8
Avg Dividend Yield
0.02%
Avg Beta
0.59
# Stocks
10
# ETFs / Funds
0

Top Holdings (10 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CRGY 92.07% 2,189,194 $21.6B $9,850.76 $21.2B +2,149,194 +5373.0%
2 SOC 3.08% 80,000 $722M $9,020.00 $154M +47,500 +146.2%
3 AR 1.91% 13,000 $448M $34,460.00 -$39M -1,500 -10.3%
4 MUR 1.33% 10,000 $312M $31,250.00 +10,000 NEW
5 CRK 0.99% 10,000 $232M $23,180.00 $34M
6 PR 0.60% 10,000 $140M $14,030.00 $12M
7 EXE —% 7,300 $806K $110.36 -$39K -650 -8.2%
8 EQT —% 15,000 $804K $53.60 -$83K -1,300 -8.0%
9 CEG —% 860 $304K $353.27 -$233K -770 -47.2%
10 VST —% 1,400 $226K $161.33 -$323K -1,400 -50.0%

New Positions

SymbolValue% Port
MUR $312M 1.33%
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