Investor
OnyxPoint Global Management LP
CIK 0001961491 · filed 2026-05-15 · SEC filing
13F book
$424.4M
Positions
15
9 new · 1 sold
Largest name
37.9%
Permian Resources Corp · PR
Est. mark
$59.2M
Price effect on 6 names still held. Flow −$888.3K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Permian Resources Corp | PR | 7.54M | $160.8M | 37.9% | $55M | Cut$43M |
| Talen Energy Corp | TLN | 46.1K | $14.7M | 3.5% | −$2.56M | Cut−$20.4M |
| Occidental Pete Corp | — | 242K | $10.4M | 2.4% | $4.4M | Added$6.79M |
| Core Scientific Inc New | — | 593.6K | $8.88M | 2.1% | $67.4K | Added$6.43M |
| Chord Energy Corp | CHRD | 47.4K | $6.73M | 1.6% | $2.34M | Cut−$835.6K |
| Eqt Corp | EQT | 90.8K | $5.78M | 1.4% | — | New |
| Perpetua Resources Corp. | PPTA | 171.5K | $4.82M | 1.1% | — | New |
| Power Solutions Intl Inc | — | 77.9K | $4.74M | 1.1% | — | New |
| EXPAND ENERGY Corp | EXE | 33.8K | $3.71M | 0.9% | — | New |
| Liberty Energy Inc. | LBRT | 107.4K | $3.09M | 0.7% | — | New |
| Riot Platforms, Inc. | RIOT | 232.2K | $2.87M | 0.7% | −$72K | Held |
| Matador Res Co | — | 44.7K | $2.83M | 0.7% | — | New |
| APA Corp | APA | 59.8K | $2.54M | 0.6% | — | New |
| Talos Energy Inc. | TALO | 143.5K | $2.26M | 0.5% | — | New |
| Propetro Hldg Corp | — | 142K | $2.05M | 0.5% | — | 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.