Fund HoldingsWEXFORD CAPITAL LP

Total Portfolio Value
$489.60M
Total Bought
$223.12M
Total Sold
$167.57M
Net Transaction
+$55.55M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
CENOVUS ENERGY INC(CVE)01,633,104+1,633,104032,6456.67%+32,645
PETROLEO BRASILEIRO SA PETRO(PBR)0706,625+706,625010,7482.20%+10,748
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
052,705+52,70508,9271.82%+8,927
AVIS BUDGET GROUP060,185+60,18507,3701.51%+7,370
STAR BULK CARRIERS CORP.(SBLK)0286,331+286,33106,8351.40%+6,835
SPDR S&P MIDCAP 400 ETF TR(MDY)011,710+11,71006,5151.33%+6,515
INVESCO DB COMMDY INDX TRCK(DBC)0268,695+268,69506,1721.26%+6,172
ARK ETF TR
NEXT GNRTN INTER
072,333+72,33306,0251.23%+6,025
CRESCENT PT ENERGY CORP01,146,216+1,146,21609,3791.92%+9,379
AMEREN CORP(AEE)075,923+75,92305,6151.15%+5,615
DAQO NEW ENERGY CORP(DQ)0306,969+306,96908,6411.76%+8,641
ISHARES TR028,006+28,00605,0161.02%+5,016
SELECT SECTOR SPDR TR
ST STR FINL ETF
0103,976+103,97604,3790.89%+4,379
COCA-COLA FEMSA SAB DE CV(KOF)41,68384,930+43,2473,9458,2551.69%+4,310
JINKOSOLAR HLDG CO LTD(JKS)0166,669+166,66904,1980.86%+4,198
VANGUARD INTL EQUITY INDEX F058,195+58,19503,9190.80%+3,919
PDD HOLDINGS INC(PDD)032,371+32,37103,7630.77%+3,763
ISHARES TR017,347+17,34703,6480.75%+3,648
EVERGY INC(EVRG)76,233141,848+65,6153,9797,5721.55%+3,592
UNITEDHEALTH GROUP INC(UNH)3,67210,828+7,1561,9335,3571.09%+3,423
INTERNATIONAL SEAWAYS INC(INSW)291,533307,838+16,30513,25916,3773.34%+3,118
SPDR INDEX SHS FDS
ST STR EU 50 ETF
059,067+59,06703,1040.63%+3,104
XCEL ENERGY INC(XEL)056,007+56,00703,0100.61%+3,010
ISHARES TR
MSCI INDIA ETF
054,447+54,44702,8090.57%+2,809
LUFAX HOLDING LTD(LU)0568,141+568,14102,3980.49%+2,398
MERCK & CO INC(MRK)38,24048,802+10,5624,1696,4391.32%+2,270
ISHARES TR09,580+9,58001,7900.37%+1,790
ATMUS FILTRATION TECHNOLOGIE(ATMU)055,000+55,00001,7740.36%+1,774
ISHARES TR020,890+20,89001,7640.36%+1,764
NEW ORIENTAL ED & TECHNOLOGY(EDU)017,564+17,56401,5250.31%+1,525
IB ACQUISITION CORP0150,000+150,00001,5020.31%+1,502
LEXINFINTECH HLDGS LTD0772,900+772,90001,3910.28%+1,391
QIFU TECHNOLOGY INC(QFIN)125,728178,633+52,9051,9893,2920.67%+1,303
ENI S P A(E)040,369+40,36901,2820.26%+1,282
PUBLIC SVC ENTERPRISE GRP IN(PEG)018,830+18,83001,2570.26%+1,257
PG&E CORP(PCG)343,273439,707+96,4346,1897,3691.51%+1,180
ABBVIE INC(ABBV)06,000+6,00001,0930.22%+1,093
COCA-COLA EUROPACIFIC PARTNE
SHS
92,714103,784+11,0706,1887,2601.48%+1,072
FUSION PHARMACEUTICALS INC050,000+50,00001,0660.22%+1,066
WISDOMTREE TR(WT)09,480+9,48001,0290.21%+1,029
SPROTT FDS TR
URANI MINER ETF
020,815+20,81501,0260.21%+1,026
SPDR SER TR
ST STR SP HOME
09,080+9,08001,0130.21%+1,013
FUTUREFUEL CORP190,927268,568+77,6411,1612,1620.44%+1,001
ENERGY TRANSFER L P(ET)0495,015+495,01507,7871.59%+7,787
ALPINE IMMUNE SCIENCES INC023,100+23,10009160.19%+916
AMAZON COM INC(AMZN)06,924+6,92401,2490.26%+1,249
NEXTERA ENERGY INC(NEE)013,766+13,76608800.18%+880
AES CORP(AES)046,490+46,49008340.17%+834
CARNIVAL CORP32,86386,806+53,9436091,4180.29%+809
THE ODP CORP014,720+14,72007810.16%+781
A-MARK PRECIOUS METALS INC(GOLD)025,400+25,40007800.16%+780
VANGUARD INDEX FDS34,01534,01508,0698,8401.81%+771
SPDR S&P 500 ETF TR(SPY)2,5963,830+1,2341,2342,0030.41%+769
INTUITIVE SURGICAL INC01,920+1,92007660.16%+766
ENTERPRISE PRODS PARTNERS L(EPD)0268,887+268,88707,8461.60%+7,846
REALTY INCOME CORP(O)013,929+13,92907540.15%+754
ROGERS COMMUNICATIONS INC(RCI)018,200+18,20007460.15%+746
DHT HOLDINGS INC(DHT)063,852+63,85207340.15%+734
CARPENTER TECHNOLOGY CORP(CRS)09,947+9,94707100.15%+710
BIOMEA FUSION INC047,279+47,27907070.14%+707
DANAOS CORPORATION(DAC)09,737+9,73707030.14%+703
JD.COM INC(JD)024,800+24,80006790.14%+679
FINVOLUTION GROUP(FINV)471,698592,284+120,5862,3112,9850.61%+674
ROYAL CARIBBEAN GROUP
COM
7,33411,578+4,2449501,6090.33%+660
VIATRIS INC(VTRS)051,840+51,84006190.13%+619
SPDR SER TR
ST STR SP BIOT
06,500+6,50006170.13%+617
NRG ENERGY INC(NRG)027,076+27,07601,8330.37%+1,833
APPLE INC(AAPL)03,410+3,41005850.12%+585
CANADIAN PACIFIC KANSAS CITY(CP)06,000+6,00005290.11%+529
MASTERCARD INCORPORATED(MA)01,085+1,08505230.11%+523
MSCI INC(MSCI)0910+91005100.10%+510
THERMO FISHER SCIENTIFIC INC(TMO)0870+87005060.10%+506
INTUIT(INTU)0760+76004940.10%+494
DRAFTKINGS INC NEW(DKNG)010,671+10,67104850.10%+485
MPLX LP(MPLX)99,94599,94503,6704,1540.85%+484
SONIC AUTOMOTIVE INC(SAH)08,402+8,40204780.10%+478
NAUTILUS BIOTECHNOLOGY INC0159,101+159,10104680.10%+468
FORWARD AIR CORP015,000+15,00004670.10%+467
PERRIGO CO PLC(PRGO)014,400+14,40004640.09%+464
MARATHON PETE CORP(MPC)02,299+2,29904630.09%+463
DIGITAL RLTY TR INC(DLR)03,008+3,00804330.09%+433
WALMART INC(WMT)069,345+69,34504,1720.85%+4,172
HOWMET AEROSPACE INC(HWM)06,093+6,09304170.09%+417
GATES INDL CORP PLC
ORD SHS
023,479+23,47904160.08%+416
ANTERO RESOURCES CORP(AR)014,318+14,31804150.08%+415
ARCELLX INC
COMMON STOCK
05,839+5,83904060.08%+406
VIPER ENERGY PARTNERS LP023,794+23,79409150.19%+915
HYATT HOTELS CORP(H)02,525+2,52504030.08%+403
NEUMORA THERAPEUTICS INC.029,173+29,17304010.08%+401
YUM CHINA HLDGS INC(YUMC)010,007+10,00703980.08%+398
NAVIGATOR HLDGS LTD(NVGS)11,09336,055+24,9621615530.11%+392
ESSENTIAL PPTYS RLTY TR INC014,545+14,54503880.08%+388
MACERICH CO(MAC)022,499+22,49903880.08%+388
SEMPRA(SRE)037,465+37,46502,6910.55%+2,691
FIRSTENERGY CORP(FE)058,623+58,62302,2640.46%+2,264
TAIWAN SEMICONDUCTOR MFG LTD(TSM)04,480+4,48006100.12%+610
DELL TECHNOLOGIES INC(DELL)03,194+3,19403640.07%+364
NVIDIA CORPORATION(NVDA)0370+37003340.07%+334
NOVO-NORDISK A S(NVO)02,592+2,59203330.07%+333
BROADCOM INC(AVGO)0251+25103330.07%+333
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