HITE HEDGE ASSET MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AXTA | 277K | $7.93M |
 | APTV | 275K | $23.74M |
 | KEX | 273K | $22.81M |
 | KGS | 271K | $10.02M |
 | GPOR | 250K | $45.18M |
 | EQT | 243K | $13.22M |
 | MP | 242K | $16.24M |
 | RAL | 237K | $10.38M |
 | USAR | 231K | $3.97M |
 | ASTL | 215K | $762.75K |
 | MGY | 191K | $4.56M |
 | EE | 190K | $4.78M |
 | DINO | 185K | $9.67M |
 | UTL | 174K | $8.34M |
 | SM | 168K | $4.18M |
 | MBLY | 155K | $2.19M |
 | DK | 152K | $4.90M |
 | OKLO | 149K | $16.59M |
 | MOS | 144K | $5.01M |
 | LAD | 130K | $41.17M |
Axalta Coating Systems Ltd.
AXTA
Shares Held
277K
Value
$7.93M
Aptiv PLC
APTV
Shares Held
275K
Value
$23.74M
Kirby Corporation
KEX
Shares Held
273K
Value
$22.81M
Kodiak Gas Services, Inc.
KGS
Shares Held
271K
Value
$10.02M
Gulfport Energy Corporation
GPOR
Shares Held
250K
Value
$45.18M
EQT Corporation
EQT
Shares Held
243K
Value
$13.22M
MP Materials Corp.
MP
Shares Held
242K
Value
$16.24M
Ralliant Corp.
RAL
Shares Held
237K
Value
$10.38M
USA Rare Earth Inc
USAR
Shares Held
231K
Value
$3.97M
Algoma Steel Group Inc.
ASTL
Shares Held
215K
Value
$762.75K
Magnolia Oil & Gas Corporation
MGY
Shares Held
191K
Value
$4.56M
Excelerate Energy, Inc.
EE
Shares Held
190K
Value
$4.78M
HF Sinclair Corporation
DINO
Shares Held
185K
Value
$9.67M
Unitil Corporation
UTL
Shares Held
174K
Value
$8.34M
SM Energy Company
SM
Shares Held
168K
Value
$4.18M
Mobileye Global Inc.
MBLY
Shares Held
155K
Value
$2.19M
Delek US Holdings, Inc.
DK
Shares Held
152K
Value
$4.90M
Oklo Inc.
OKLO
Shares Held
149K
Value
$16.59M
The Mosaic Company
MOS
Shares Held
144K
Value
$5.01M
Lithia Motors, Inc.
LAD
Shares Held
130K
Value
$41.17M