OnyxPoint Global Management LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$262.9B
Holdings
27
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PRPERMIAN RESOURCES CORP | 8,396,694 | $120.7B | 45.93% | |
| 2 | TLNTALEN ENERGY CORP | 128,000 | $25.8B | 9.81% | |
| 3 | VSTVISTRA CORP | 105,500 | $14.5B | 5.53% | Call |
| 4 | —PUBLIC SVC ENTERPRISE GRP IN | 148,600 | $12.6B | 4.78% | Call |
| 5 | CHRDCHORD ENERGY CORPORATION | 92,932 | $10.9B | 4.13% | |
| 6 | VSTVISTRA CORP | 62,200 | $8.6B | 3.26% | |
| 7 | EXEELEXPAND ENERGY CORPORATION | 95,902 | $8.2B | 3.13% | |
| 8 | EXEEXPAND ENERGY CORPORATION | 76,275 | $7.6B | 2.89% | |
| 9 | NRANRG ENERGY INC | 73,500 | $6.6B | 2.52% | |
| 10 | TLNTALEN ENERGY CORP | 32,900 | $6.6B | 2.52% | Call |
| 11 | OXY/WSOCCIDENTAL PETE CORP | 229,709 | $6.3B | 2.41% | |
| 12 | CEGCONSTELLATION ENERGY CORP | 27,200 | $6.1B | 2.31% | Call |
| 13 | TACTRANSALTA CORP | 300,000 | $4.2B | 1.61% | |
| 14 | GLNGGOLAR LNG LTD | 86,000 | $3.6B | 1.38% | |
| 15 | USLMUNITED STATES STL CORP NEW | 85,600 | $2.9B | 1.11% | Call |
| 16 | HNRGHALLADOR ENERGY COMPANY | 249,588 | $2.9B | 1.09% | |
| 17 | EXEEZEXPAND ENERGY CORPORATION | 30,229 | $2.7B | 1.04% | |
| 18 | ETENERGY TRANSFER L P | 137,200 | $2.7B | 1.02% | Call |
| 19 | EXEEWEXPAND ENERGY CORPORATION | 27,207 | $2.6B | 0.99% | |
| 20 | KNTKKINETIK HOLDINGS INC | 29,400 | $1.7B | 0.63% | Call |
| 21 | GLNGGOLAR LNG LTD | 29,300 | $1.2B | 0.47% | Call |
| 22 | EQTEQT CORP | 20,000 | $922.2M | 0.35% | Call |
| 23 | FEFIRSTENERGY CORP | 18,900 | $751.8M | 0.29% | Call |
| 24 | ARANTERO RESOURCES CORP | 20,800 | $729.0M | 0.28% | Call |
| 25 | ASTLALGOMA STL GROUP INC | 72,165 | $705.8M | 0.27% | |
| 26 | AEEAMEREN CORP | 3,700 | $329.8M | 0.13% | Call |
| 27 | —AMERICAN ELEC PWR CO INC | 2,900 | $267.5M | 0.10% | Call |