CORECOMMODITY MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHLS | 362K | $2.38M |
 | PTEN | 353K | $3.83M |
 | SM | 211K | $6.57M |
 | ARRY | 191K | $1.38M |
 | MOS | 188K | $4.81M |
 | RES | 187K | $1.33M |
 | HLX | 184K | $1.82M |
 | LBRT | 159K | $4.58M |
 | NXE | 155K | $1.80M |
 | DQ | 148K | $3.15M |
 | PR | 139K | $2.96M |
 | MUR | 133K | $5.49M |
 | GPRK | 123K | $1.16M |
 | HRL | 118K | $2.68M |
 | PUMP | 112K | $1.61M |
 | XPRO | 106K | $1.84M |
 | RYN | 102K | $2.10M |
 | NTR | 99K | $7.49M |
 | AESI | 99K | $1.30M |
 | TALO | 93K | $1.47M |
Shoals Technologies Group, Inc.
SHLS
Shares Held
362K
Value
$2.38M
Patterson-UTI Energy, Inc.
PTEN
Shares Held
353K
Value
$3.83M
SM Energy Company
SM
Shares Held
211K
Value
$6.57M
Array Technologies, Inc.
ARRY
Shares Held
191K
Value
$1.38M
The Mosaic Company
MOS
Shares Held
188K
Value
$4.81M
RPC, Inc.
RES
Shares Held
187K
Value
$1.33M
Helix Energy Solutions Group, Inc.
HLX
Shares Held
184K
Value
$1.82M
Liberty Energy Inc.
LBRT
Shares Held
159K
Value
$4.58M
NexGen Energy Ltd.
NXE
Shares Held
155K
Value
$1.80M
Daqo New Energy Corp.
DQ
Shares Held
148K
Value
$3.15M
Permian Resources Corporation
PR
Shares Held
139K
Value
$2.96M
Murphy Oil Corporation
MUR
Shares Held
133K
Value
$5.49M
GeoPark Limited
GPRK
Shares Held
123K
Value
$1.16M
Hormel Foods Corporation
HRL
Shares Held
118K
Value
$2.68M
ProPetro Holding Corp.
PUMP
Shares Held
112K
Value
$1.61M
Expro Group Holdings N.V.
XPRO
Shares Held
106K
Value
$1.84M
Rayonier Inc.
RYN
Shares Held
102K
Value
$2.10M
Nutrien Ltd.
NTR
Shares Held
99K
Value
$7.49M
Atlas Energy Solutions Inc.
AESI
Shares Held
99K
Value
$1.30M
Talos Energy Inc.
TALO
Shares Held
93K
Value
$1.47M