Investor
Hartree Partners, LP
CIK 0001597857 · filed 2026-05-12 · SEC filing
13F book
$466.6M
Positions
114
76 new · 21 sold
Largest name
9.0%
Star Group, L.P. · SGU
Est. mark
$21.6M
Price effect on 38 names still held. Flow $166.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Star Group, L.P. | SGU | 3.4M | $41.8M | 9.0% | $1.5M | Held |
| Venture Global, Inc. | VG | 1.74M | $27.4M | 5.9% | — | New |
| Ovintiv Inc. | OVV | 452.4K | $26.9M | 5.8% | $9.12M | Cut$2.6M |
| Hudson Technologies Inc | — | 3.8M | $22.3M | 4.8% | −$3.69M | Held |
| Cheniere Energy, Inc. | LNG | 78.1K | $22.2M | 4.7% | $357.5K | Added$21.4M |
| Devon Energy Corp New | — | 430.4K | $21.7M | 4.6% | $765.3K | Added$19.6M |
| Cenovus Energy Inc. | CVE | 790K | $20.9M | 4.5% | $2.48M | Added$16.5M |
| Global Partners Lp | — | 441.8K | $18.6M | 4.0% | $110.4K | Cut−$2.67M |
| Teekay Tankers Ltd. | TNK | 185.5K | $13.6M | 2.9% | $2.95M | Added$5.67M |
| Methanex Corp | MEOH | 214.9K | $12.8M | 2.7% | — | New |
| Core Natural Resources, Inc. | CNR | 104.8K | $11M | 2.4% | — | New |
| Iamgold Corp | IAG | 571.5K | $10.8M | 2.3% | $1.08M | Added$3.12M |
| Owens Corning New | — | 98.7K | $10.7M | 2.3% | — | New |
| Loews Corp | L | 92.9K | $9.91M | 2.1% | $91.3K | Added$3.19M |
| Spdr S&P 500 Etf Tr | — | 13.4K | $8.69M | 1.9% | — | New |
| Precision Drilling Corp | PDS | 82.5K | $8.12M | 1.7% | $2.2M | Held |
| Chord Energy Corp | CHRD | 56K | $7.97M | 1.7% | $765.7K | Added$6.53M |
| Ardmore Shipping Corp | ASC | 515K | $7.85M | 1.7% | — | New |
| Permian Resources Corp | PR | 342.1K | $7.29M | 1.6% | — | New |
| Nrg Energy, Inc. | NRG | 46K | $6.72M | 1.4% | — | New |
| Schmid Group N.V. | — | 1.24M | $6.5M | 1.4% | $770.6K | Added$1.87M |
| Kinross Gold Corp | — | 191K | $5.83M | 1.3% | $130.9K | Added$4.28M |
| Zim Integrated Shipping Serv | — | 200K | $5.27M | 1.1% | — | New |
| Lafayette Acquisition Corp | — | 497.6K | $4.96M | 1.1% | — | New |
| Seadrill Ltd | SDRL | 107.3K | $4.88M | 1.0% | — | New |
| Navigator Hldgs Ltd | — | 241.5K | $4.67M | 1.0% | — | New |
| Baytex Energy Corp. | BTE | 1M | $4.47M | 1.0% | $1.23M | Cut−$1.23M |
| Barrick Mng Corp | — | 106K | $4.32M | 0.9% | −$292.6K | Cut−$8.74M |
| Diamondback Energy, Inc. | FANG | 21.5K | $4.26M | 0.9% | — | New |
| Vistra Corp. | VST | 26.5K | $3.98M | 0.9% | — | New |
| Sibanye Stillwater Ltd | — | 316.8K | $3.9M | 0.8% | −$495.5K | Added$243.7K |
| Rf Acquisition Corp Iii | — | 380K | $3.8M | 0.8% | — | New |
| Star Bulk Carriers Corp. | SBLK | 150K | $3.45M | 0.7% | — | New |
| Coterra Energy Inc | — | 94K | $3.3M | 0.7% | — | New |
| EXPAND ENERGY Corp | EXE | 29K | $3.18M | 0.7% | −$16.8K | Cut−$5.96M |
| Viper Energy, Inc. | VNOM | 67.6K | $3.18M | 0.7% | — | New |
| Alcoa Corp | AA | 47.5K | $3.15M | 0.7% | — | New |
| Equinox Gold Corp. | EQX | 204K | $2.95M | 0.6% | $58.5K | Added$877.1K |
| Century Alum Co | — | 50K | $2.93M | 0.6% | $975.5K | Cut−$5.56M |
| Energy Transfer L P | — | 150K | $2.9M | 0.6% | — | New |
| Blue Moon Metals Ord | — | 420K | $2.72M | 0.6% | — | New |
| Shell Plc | — | 26.5K | $2.46M | 0.5% | $409.9K | Added$921.4K |
| Rice Acquisition Corp 3 | — | 240K | $2.4M | 0.5% | — | New |
| Talen Energy Corp | TLN | 7.5K | $2.39M | 0.5% | −$417.1K | Cut−$2.85M |
| Bunge Global Sa | BG | 17K | $2.16M | 0.5% | $648K | Cut−$2.38M |
| Coeur Mng Inc | — | 115K | $2.16M | 0.5% | $54.1K | Added$1.13M |
| Centerra Gold Inc. | CGAU | 120K | $2.13M | 0.5% | $349.7K | Added$615.7K |
| Archer-Daniels-Midland Co | ADM | 28K | $2.04M | 0.4% | — | New |
| Select Sector Spdr Tr | — | 40.4K | $2.02M | 0.4% | — | New |
| Ssr Mining In | — | 60K | $1.76M | 0.4% | — | New |
| Mplx Lp | — | 30K | $1.71M | 0.4% | — | New |
| Tsakos Energy Navigation Ltd | — | 43K | $1.7M | 0.4% | — | New |
| Arcelormittal Sa Luxembourg | — | 27.7K | $1.44M | 0.3% | $33.5K | Added$1.2M |
| Scorpio Tankers Inc. | STNG | 18.6K | $1.39M | 0.3% | — | New |
| New Pac Metals Corp | — | 334K | $1.39M | 0.3% | — | New |
| Transalta Corp | — | 100K | $1.31M | 0.3% | — | New |
| Ecovyst Inc. | ECVT | 96.7K | $1.24M | 0.3% | $302.8K | Cut−$69.7K |
| Dow Inc. | DOW | 27.2K | $1.13M | 0.2% | — | New |
| Kirby Corp | KEX | 8K | $1.06M | 0.2% | — | New |
| Invesco Exchange Traded Fd T | — | 5.5K | $1.06M | 0.2% | — | New |
| Ishares Inc | — | 27.3K | $1.05M | 0.2% | — | New |
| Dakota Gold Corp. | DC | 203K | $1.03M | 0.2% | −$127.9K | Held |
| FutureFuel Corp. | FF | 260K | $1M | 0.2% | $171.6K | Held |
| Cadiz Inc | — | 200K | $982K | 0.2% | −$140K | Held |
| Cf Inds Hldgs Inc | — | 7.5K | $973.8K | 0.2% | — | New |
| American Axle & Mfg Hldgs In | DCH | 160K | $948.8K | 0.2% | — | New |
| Vaneck Etf Trust | — | 10K | $917.7K | 0.2% | — | New |
| Agnico Eagle Mines Ltd | AEM | 4.5K | $913.4K | 0.2% | — | New |
| Pan Amern Silver Corp | — | 15K | $819.5K | 0.2% | — | New |
| Schmid Group N.V. | — | 542K | $813K | 0.2% | — | New |
| NexGen Energy Ltd. | NXE | 69.7K | $809K | 0.2% | — | New |
| Spdr Gold Tr | — | 1.8K | $774.5K | 0.2% | — | New |
| Conocophillips | COP | 5.85K | $772.2K | 0.2% | $224.6K | Cut−$126.5K |
| Emerson Elec Co | — | 5.8K | $759.9K | 0.2% | — | New |
| Gerdau Sa | — | 210K | $758.1K | 0.2% | −$16.8K | Held |
| Eaton Corp Plc | ETN | 2.1K | $751.1K | 0.2% | — | New |
| Deere & Co | DE | 1.3K | $732.3K | 0.2% | — | New |
| Caterpillar Inc | CAT | 1K | $708.5K | 0.2% | — | New |
| Darling Ingredients Inc. | DAR | 10K | $618.5K | 0.1% | — | New |
| Csx Corp | CSX | 12.5K | $513.1K | 0.1% | — | New |
| Paccar Inc | PCAR | 4.4K | $508.2K | 0.1% | — | New |
| Republic Svcs Inc | — | 2.3K | $503.7K | 0.1% | — | New |
| Westlake Corp | WLK | 4.3K | $502.3K | 0.1% | — | New |
| Kb Home | KBH | 9.6K | $496.8K | 0.1% | — | New |
| Air Prods & Chems Inc | — | 1.71K | $496.7K | 0.1% | — | New |
| Hubbell Inc | HUBB | 1K | $490.7K | 0.1% | — | New |
| Woodward, Inc. | WWD | 1.36K | $486.8K | 0.1% | — | New |
| New Found Gold Corp. | NFGC | 250K | $485.1K | 0.1% | −$254.5K | Held |
| Waste Mgmt Inc Del | — | 2.1K | $482.6K | 0.1% | — | New |
| Core Scientific Inc New | — | 30K | $448.8K | 0.1% | $12K | Cut−$279.2K |
| Oge Energy Corp. | OGE | 9.27K | $444.4K | 0.1% | — | New |
| Hudbay Minerals Inc. | HBM | 20K | $418.7K | 0.1% | $21.6K | Cut−$177K |
| Matador Res Co | — | 6K | $379.1K | 0.1% | $124.4K | Cut−$694.4K |
| Green Plains Inc. | GPRE | 23K | $378.4K | 0.1% | $152.9K | Held |
| Knot Offshore Partners Lp | KNOP | 36.4K | $366.7K | 0.1% | — | New |
| Kodiak Gas Svcs Inc | — | 6K | $349.9K | 0.1% | — | New |
| Solaris Res Inc | — | 35K | $302.1K | 0.1% | — | New |
| Advanced Drain Sys Inc Del | — | 2K | $274.3K | 0.1% | — | New |
| Idex Corp | — | 1.4K | $265.4K | 0.1% | — | New |
| Old Dominion Freight Line In | — | 1.35K | $263.8K | 0.1% | — | New |
| Corning Inc | — | 1.9K | $258.3K | 0.1% | — | New |
| Mastec Inc | MTZ | 800 | $257.4K | 0.1% | — | New |
| Ftai Aviation Ltd | — | 1K | $245K | 0.1% | — | New |
| General Mtrs Co | — | 3.2K | $238.4K | 0.1% | — | New |
| Lumentum Hldgs Inc | — | 330 | $231.9K | 0.1% | — | New |
| Alphabet Inc | — | 600 | $172.1K | 0.0% | — | New |
| Nisource Inc. | NI | 3.5K | $163.3K | 0.0% | — | New |
| Graftech Intl Ltd | — | 10K | $67.8K | 0.0% | −$87.3K | Held |
| Lafayette Acquisition Corp | — | 500K | $60K | 0.0% | — | New |
| Ciena Corp | CIEN | 100 | $38.8K | 0.0% | — | New |
| Borealis Foods Inc | — | 1.47M | $0 | 0.0% | — | New |
| Moolec Science Sa | — | 412.4K | $0 | 0.0% | — | New |
| Gcl Global Hldgs Ltd | — | 325.6K | $0 | 0.0% | — | New |
| Scage Future | — | 1.4M | $0 | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.