OnyxPoint Global Management LP Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$702.8B

Holdings

27

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (27 positions)

#StockSharesValue% PortfolioType
1
INVESCO EXCHANGE TRADED FD T
1,783,100$308.9B43.95%Put
2
PRPERMIAN RESOURCES CORP
8,396,341$116.3B16.55%
3
AQLTISHARES TR
506,300$101.0B14.37%Put
4
VSTVISTRA CORP
278,400$32.7B4.65%Call
5
TLNTALEN ENERGY CORP
129,926$25.9B3.69%
6
ETENERGY TRANSFER L P
1,152,700$21.4B3.05%Call
7
UNITED STS OIL FD LP
181,000$14.0B1.99%Put
8
PUBLIC SVC ENTERPRISE GRP IN
150,100$12.4B1.76%Call
9
CHRDCHORD ENERGY CORPORATION
93,207$10.5B1.49%
10
EXEELEXPAND ENERGY CORPORATION
85,327$8.6B1.22%
11
VSTVISTRA CORP
62,296$7.3B1.04%
12
TLNTALEN ENERGY CORP
36,600$7.3B1.04%Call
13
CORZCORE SCIENTIFIC INC NEW
1,004,700$7.3B1.03%Call
14
OXY/WSOCCIDENTAL PETE CORP
232,008$6.4B0.91%
15
CEGCONSTELLATION ENERGY CORP
27,200$5.5B0.78%Call
16
HNRGHALLADOR ENERGY COMPANY
364,917$4.5B0.64%
17
GLNGGOLAR LNG LTD
88,798$3.4B0.48%
18
GPORGULFPORT ENERGY CORP
11,800$2.2B0.31%Call
19
KNTKKINETIK HOLDINGS INC
29,400$1.5B0.22%Call
20
GLNGGOLAR LNG LTD
29,300$1.1B0.16%Call
21
EQTEQT CORP
20,000$1.1B0.15%Call
22
USLMUNITED STATES STL CORP NEW
21,000$887.5M0.13%Call
23
ARANTERO RESOURCES CORP
20,800$841.2M0.12%Call
24
FEFIRSTENERGY CORP
18,900$763.9M0.11%Call
25
HNRGHALLADOR ENERGY COMPANY
32,800$402.8M0.06%Call
26
ASTLALGOMA STL GROUP INC
72,289$391.8M0.06%
27
AMERICAN ELEC PWR CO INC
2,900$316.9M0.05%Call