CORECOMMODITY MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHLS | 477K | $4.06M |
 | HBM | 388K | $7.72M |
 | PTEN | 356K | $2.18M |
 | LBRT | 263K | $4.85M |
 | RES | 217K | $1.18M |
 | PUMP | 215K | $2.04M |
 | HLX | 205K | $1.29M |
 | CGAU | 180K | $2.59M |
 | EOSE | 162K | $1.85M |
 | FLNC | 153K | $3.02M |
 | MUR | 149K | $4.65M |
 | XPRO | 124K | $1.65M |
 | SM | 118K | $2.20M |
 | CIVI | 112K | $3.03M |
 | WTTR | 104K | $1.09M |
 | NOV | 98K | $1.52M |
 | AA | 94K | $5.02M |
 | GPRE | 93K | $913.27K |
 | DAR | 90K | $3.24M |
 | HAL | 85K | $2.41M |
Shoals Technologies Group, Inc.
SHLS
Shares Held
477K
Value
$4.06M
Hudbay Minerals Inc.
HBM
Shares Held
388K
Value
$7.72M
Patterson-UTI Energy, Inc.
PTEN
Shares Held
356K
Value
$2.18M
Liberty Energy Inc.
LBRT
Shares Held
263K
Value
$4.85M
RPC, Inc.
RES
Shares Held
217K
Value
$1.18M
ProPetro Holding Corp.
PUMP
Shares Held
215K
Value
$2.04M
Helix Energy Solutions Group, Inc.
HLX
Shares Held
205K
Value
$1.29M
Centerra Gold Inc.
CGAU
Shares Held
180K
Value
$2.59M
Eos Energy Enterprises, Inc.
EOSE
Shares Held
162K
Value
$1.85M
Fluence Energy, Inc.
FLNC
Shares Held
153K
Value
$3.02M
Murphy Oil Corporation
MUR
Shares Held
149K
Value
$4.65M
Expro Group Holdings N.V.
XPRO
Shares Held
124K
Value
$1.65M
SM Energy Company
SM
Shares Held
118K
Value
$2.20M
Civitas Resources, Inc.
CIVI
Shares Held
112K
Value
$3.03M
Select Water Solutions, Inc.
WTTR
Shares Held
104K
Value
$1.09M
NOV Inc.
NOV
Shares Held
98K
Value
$1.52M
Alcoa Corporation
AA
Shares Held
94K
Value
$5.02M
Green Plains Inc.
GPRE
Shares Held
93K
Value
$913.27K
Darling Ingredients Inc.
DAR
Shares Held
90K
Value
$3.24M
Halliburton Company
HAL
Shares Held
85K
Value
$2.41M