HITE Hedge Asset Management LLC Q1 2022 Filing

Filed May 16, 2022

Portfolio Value

$1.0T

Holdings

142

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (142 positions)

#	Stock	Shares	Value	% Portfolio
1	NINISOURCE INC	2,660,867	$84.6B	8.20%
2	TRGPTARGA RES CORP	1,071,525	$80.9B	7.83%
3	ETRENTERGY CORP NEW	618,240	$72.2B	6.99%
4	FANGDIAMONDBACK ENERGY INC	366,481	$50.2B	4.87%
5	OVVOVINTIV INC	883,555	$47.8B	4.63%
6	COPCONOCOPHILLIPS	398,262	$39.8B	3.86%
7	LFG1USDARCHAEA ENERGY INC	1,577,767	$34.6B	3.35%
8	XELXCEL ENERGY INC	469,063	$33.9B	3.28%
9	PORPORTLAND GEN ELEC CO	549,207	$30.3B	2.93%
10	EVRGEVERGY INC	357,217	$24.4B	2.36%
11	ERFGBPENERPLUS CORP	1,815,307	$23.0B	2.23%
12	CNPCENTERPOINT ENERGY INC	692,265	$21.2B	2.05%
13	AEEAMEREN CORP	203,764	$19.1B	1.85%
14	CWENCLEARWAY ENERGY INC	473,621	$17.3B	1.67%
15	PEGPUBLIC SVC ENTERPRISE GRP IN	233,948	$16.4B	1.59%
16	G3VGREEN PLAINS INC	522,752	$16.2B	1.57%
17	SMSM ENERGY CO	396,359	$15.4B	1.50%
18	ARANTERO RESOURCES CORP	500,060	$15.3B	1.48%
19	FEFIRSTENERGY CORP	306,375	$14.1B	1.36%
20	KNTKKINETIK HOLDINGS INC	202,289	$13.2B	1.27%
21	RSTEM INC	1,142,803	$12.6B	1.22%
22	—FREYR BATTERY	1,016,515	$12.5B	1.21%
23	—DIAMONDHEAD HOLDINGS CORP	1,255,579	$12.3B	1.19%
24	OLNOLIN CORP	215,949	$11.3B	1.09%
25	BPBP PLC	379,612	$11.2B	1.08%
26	TLTISHARES TR	84,230	$11.1B	1.08%
27	—THE GROWTH FOR GOOD ACQU COR	1,100,000	$10.7B	1.04%
28	KRSPRICE ACQUISITION CORP II	1,049,133	$10.3B	1.00%
29	—NATURAL ORDER ACQUISITION CO	1,019,737	$10.0B	0.97%
30	—TPG PACE BENEFICIAL II CORP	1,000,000	$9.8B	0.95%
31	—FIRST RESERVE SUSTAINABLE GW	992,864	$9.7B	0.94%
32	EXECHESAPEAKE ENERGY CORP	106,858	$9.3B	0.90%
33	—FORTISTAR SUSTAINABLE SOL CO	795,735	$7.8B	0.75%
34	NOG1EURNOG	266,308	$7.5B	0.73%
35	PEOEXELON CORP	153,598	$7.3B	0.71%
36	ENBENBRIDGE INC	155,924	$7.2B	0.70%
37	—CLEAN EARTH ACQUISITIONS COR	700,000	$7.0B	0.68%
38	MRO*MARATHON OIL CORP	229,671	$5.8B	0.56%
39	STLASTELLANTIS N.V	352,465	$5.7B	0.56%
40	XOMEXXON MOBIL CORP	67,814	$5.6B	0.54%
41	ASTLALGOMA STL GROUP INC	482,606	$5.4B	0.53%
42	ARCH1USDARCH RESOURCES INC	38,619	$5.3B	0.51%
43	PDCEUSDPDC ENERGY INC	71,667	$5.2B	0.50%
44	LNTALLIANT ENERGY CORP	77,406	$4.8B	0.47%
45	VNOMVIPER ENERGY PARTNERS LP	161,147	$4.8B	0.46%
46	SRSPIRE INC	66,173	$4.7B	0.46%
47	—CLIMATE REAL IMPACT SLUTINS	481,068	$4.7B	0.46%
48	NESRNATIONAL ENERGY SERVICES REU	541,846	$4.6B	0.44%
49	ARISUSDARIS WATER SOLUTIONS INC	233,685	$4.3B	0.41%
50	MSFTMICROSOFT CORP	13,412	$4.1B	0.40%
51	LQDISHARES TR	33,664	$4.1B	0.39%
52	—BLACK MOUNTAIN ACQ CORP	400,000	$4.0B	0.38%
53	—AM	346,909	$3.8B	0.37%
54	LICYUSDLI-CYCLE HOLDINGS CORP	407,641	$3.4B	0.33%
55	—SUSTAINABLE DEVELP ACQU I CO	350,000	$3.4B	0.33%
56	—BENSON HILL INC	994,981	$3.2B	0.31%
57	LEGTLEGATO MERGER CORP II	300,000	$3.0B	0.29%
58	FTITECHNIPFMC PLC	382,229	$3.0B	0.29%
59	TMTOYOTA MOTOR CORP	15,772	$2.8B	0.28%
60	EOGEOG RES INC	23,799	$2.8B	0.27%
61	ARRYARRAY TECHNOLOGIES INC	249,540	$2.8B	0.27%
62	EVAUSDENVIVA PARTNERS LP	35,000	$2.8B	0.27%
63	GSGISHARES S&P GSCI COMMODITY-	119,710	$2.7B	0.26%
64	DTMDT MIDSTREAM INC	49,322	$2.7B	0.26%
65	NWNNORTHWEST NAT HLDG CO	50,000	$2.6B	0.25%
66	—PIVOTAL HOLDINGS CORP	261,551	$2.6B	0.25%
67	RTXRAYTHEON TECHNOLOGIES CORP	25,090	$2.5B	0.24%
68	—POWER & DIGITAL INFRASTRUCTU	250,000	$2.5B	0.24%
69	—SOCIAL LEVERAGE ACQUISN CORP	250,000	$2.4B	0.24%
70	—GROUP NINE ACQUISITION CORP	238,790	$2.3B	0.23%
71	TECK/BTECK RESOURCES LTD	56,444	$2.3B	0.22%
72	ATDALLEGHENY TECHNOLOGIES INC	81,041	$2.2B	0.21%
73	TALOTALOS ENERGY INC	125,782	$2.0B	0.19%
74	BHFBRIGHTHOUSE FINL INC	35,741	$1.8B	0.18%
75	CCMPCMC MATERIALS INC	9,170	$1.7B	0.16%
76	APTVAPTIV PLC	13,983	$1.7B	0.16%
77	RYROYAL BK CDA	15,101	$1.7B	0.16%
78	SJMSMUCKER J M CO	12,235	$1.7B	0.16%
79	VCITVANGUARD SCOTTSDALE FDS	19,037	$1.6B	0.16%
80	VCLTVANGUARD SCOTTSDALE FDS	17,139	$1.6B	0.16%
81	UMPQUSDUMPQUA HLDGS CORP	81,827	$1.5B	0.15%
82	WBAWALGREENS BOOTS ALLIANCE INC	34,170	$1.5B	0.15%
83	LNCLINCOLN NATL CORP IND	23,381	$1.5B	0.15%
84	HHC*HOWARD HUGHES CORP	14,549	$1.5B	0.15%
85	DVNDEVON ENERGY CORP NEW	25,263	$1.5B	0.14%
86	GPOR1EURGPOR	16,053	$1.4B	0.14%
87	ALVAUTOLIV INC	18,869	$1.4B	0.14%
88	LEALEAR CORP	10,022	$1.4B	0.14%
89	DDDUPONT DE NEMOURS INC	19,339	$1.4B	0.14%
90	EQTEQT CORP	40,811	$1.4B	0.14%
91	YRIYAMANA GOLD INC	248,996	$1.4B	0.13%
92	MDLZMONDELEZ INTL INC	22,042	$1.4B	0.13%
93	CNXCNX RES CORP	66,259	$1.4B	0.13%
94	KGCKINROSS GOLD CORP	228,004	$1.3B	0.13%
95	CMACOMERICA INC	14,734	$1.3B	0.13%
96	ZIONZIONS BANCORPORATION N A	20,047	$1.3B	0.13%
97	CHRDOASIS PETROLEUM INC	8,414	$1.2B	0.12%
98	JWSMFJAWS MUSTANG ACQUISITION COR	125,000	$1.2B	0.12%
99	KSSKOHLS CORP	19,773	$1.2B	0.12%
100	KRPKIMBELL RTY PARTNERS LP	73,231	$1.2B	0.12%

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