Fund HoldingsLSP Investment Advisors, LLC

Total Portfolio Value
$211.37M
Total Bought
$10.37M
Total Sold
$16.14M
Net Transaction
-$5.77M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
BATTALION OIL CORP2,369,7692,369,769014,64522,77310.77%+8,128
SM ENERGY CO(SM)0133,406+133,40605,1652.44%+5,165
VITAL ENERGY INC0109,526+109,52604,9822.36%+4,982
SPDR S&P 500 ETF TR(SPY)72,20072,200030,86434,31716.24%+3,453
MICROSOFT CORP(MSFT)8,2808,28002,6143,1141.47%+499
ISHARES TR15,50015,50002,7393,1111.47%+372
AMAZON COM INC(AMZN)14,20014,20001,8052,1581.02%+352
VANECK ETF TRUST
GOLD MINERS ETF
70,50070,50001,8972,1861.03%+289
SPDR SER TR
ST STR SP BIOT
15,50015,50001,1321,3840.65%+252
ISHARES TR108,830108,83004,1304,3762.07%+246
ACADIA PHARMACEUTICALS INC06,950+6,95002180.10%+218
ALPHABET INC(GOOG)21,40021,40002,8223,0161.43%+194
CROWDSTRIKE HLDGS INC(CRWD)1,3601,36002283470.16%+120
BLACKSTONE INC(BX)5,0005,00005366550.31%+119
VANECK ETF TRUST
JUNIOR GOLD MINE
13,58413,58404385150.24%+77
OATLY GROUP AB161,667161,66701451910.09%+46
ROBINHOOD MKTS INC(HOOD)15,36415,36401511960.09%+45
CENTERPOINT ENERGY INC(CNP)16,25016,25004364640.22%+28
DUKE ENERGY CORP NEW(DUK)3,0603,06002702970.14%+27
PUBLIC SVC ENTERPRISE GRP IN(PEG)5,3505,35003043270.15%+23
APOLLO GLOBAL MGMT INC(APO)6,0006,00005395590.26%+21
CONSTELLATION ENERGY CORP(CEG)2,2082,20802412580.12%+17
TECK RESOURCES LTD(TECK)12,00012,00005175070.24%-10
EXELON CORP(EXC)13,27413,27405024770.23%-25
GULFPORT ENERGY CORP(GPOR)305,672259,056-46,61636,27134,50616.33%-1,765
ARCH RESOURCES INC583,844513,844-70,00099,63985,26740.34%-14,372
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