Stock Taper

CORECOMMODITY MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Array Technologies, Inc.ARRY397.47K$2.95M
Patterson-UTI Energy, Inc.PTEN355.46K$3.26M
HE HELIX ENERGY SOLUTIONS GRP IHLX239.42K$2.09M
Talos Energy Inc.TALO220.15K$2.84M
Kosmos Energy Ltd.KOS180.23K$380.28K
VAALCO Energy, Inc.EGY176.31K$895.65K
Permian Resources CorporationPR172.48K$3.18M
Shoals Technologies Group, Inc.SHLS159.99K$1.58M
SM Energy CompanySM152.8K$3.99M
NOV Inc.NOV116.2K$2.16M
Liberty Energy Inc.LBRT116.09K$3.04M
ProPetro Holding Corp.PUMP113.79K$1.63M
Expro Group Holdings N.V.XPRO107.58K$1.59M
FMC CorporationFMC91.78K$1.06M
Select Water Solutions, Inc.WTTR90.9K$1.82M
Energy Recovery, Inc.ERII87.49K$789.2K
Essential Utilities, Inc.WTRG86.84K$3.33M
Green Plains Inc.GPRE82.87K$1.27M
Pilgrim's Pride CorporationPPC82.33K$2.31M
Canadian Natural Resources LimitedCNQ77.74K$3.07M