13F

Investor

13F book

$59.1M

Positions

32

Largest name

13.9%

Energy Transfer L P

Est. mark

$10.5M

Price effect on 32 names still held. Flow −$223.4K.
NameTickerSharesValueWeightEst. markChange
Energy Transfer L P425K$8.2M13.9%$1.19MCut$897.4K
Nextdecade CorpNEXT987K$7.56M12.8%$2.21MAdded$2.7M
Cheniere Energy, Inc.LNG17.5K$4.97M8.4%$1.56MCut$1.52M
Williams Cos Inc65.7K$4.78M8.1%$832.7KCut$780K
Pacer Fds Tr95.9K$4.51M7.6%$847.7KHeld
Targa Res Corp17.4K$4.37M7.4%$1.15MCut$1.07M
Oneok Inc /New/OKE39K$3.52M6.0%$658.6KCut$618.2K
Enterprise Prods Partners L71.7K$2.71M4.6%$414.7KHeld
Berkshire Hathaway Inc Del3.59K$1.72M2.9%−$73.3KAdded$149.1K
Kinetik Holdings Inc.KNTK35.2K$1.7M2.9%$435KCut$399K
Tc Energy Corp24.7K$1.55M2.6%$187.7KCut$182.8K
Enbridge Inc28.1K$1.52M2.6%$177.1KCut$170.7K
Spdr S&P 500 Etf Tr2.15K$1.4M2.4%−$67.8KHeld
Kinder Morgan Inc Del34.9K$1.17M2.0%$210.5KCut$202.1K
Mplx Lp17.2K$983.3K1.7%$63.7KHeld
Western Midstream Partners L23.6K$971.7K1.6%$39.4KHeld
Pembina Pipeline Corp20.3K$908.4K1.5%$136KHeld
Republic Svcs Inc3.89K$852.4K1.4%$27.6KCut$17.4K
RTX CorpRTX4.35K$838.5K1.4%$41.3KCut−$22.9K
South Bow CorpSOBO21.3K$710.3K1.2%$124.7KCut$124.2K
Waste Mgmt Inc Del2.8K$642.7K1.1%$28.2KCut$19.6K
Lockheed Martin CorpLMT724$437.6K0.7%$87.4KCut$10.5K
Mcdonalds CorpMCD1.37K$426.7K0.7%$7.09KCut$667
Select Sector Spdr Tr4.86K$398.4K0.7%$20.9KAdded$21K
Plains Gp Hldgs L P15.6K$377.9K0.6%$80KHeld
Ecolab Inc.ECL1.27K$337.6K0.6%$4.44KCut−$1.33K
Coca Cola CoKO3.53K$268.4K0.5%$20.3KAdded$37.7K
Johnson & JohnsonJNJ1.07K$262.5K0.4%$40.3KCut$34.3K
Automatic Data Processing In1.28K$260.5K0.4%−$69.3KCut−$256.6K
Hershey CoHSY1.2K$250.3K0.4%$31.2KCut$25.7K
Merck & Co., Inc.MRK1.99K$239.6K0.4%$29.9KHeld
Procter And Gamble CoPG1.51K$218K0.4%$1.7KCut−$2.88K

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.