EdgeMarket › What Hite Hedge Asset Management Llc reported owning

What Hite Hedge Asset Management Llc reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

1.8B

Positions

126

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
POR
PORTLAND GENERAL ELECTRIC CO /OR/
142.0M8.0%2.7M49.59+16.7%
TBN
Tamboran Resources Corp
103.8M5.9%2.1M37.97+83.3%
XEL
XCEL ENERGY INC
92.2M5.2%1.2M76.30+4.3%
ETR
ENTERGY CORP /DE/
85.7M4.8%763.1K104.62+16.5%
DTE
DTE ENERGY CO
74.8M4.2%511.4K135.22-3.8%
unmapped CUSIP 12709710365.6M3.7%1.9M
AEE
AMEREN CORP
46.4M2.6%422.3K106.13+4.1%
FANG
Diamondback Energy, Inc.
43.5M2.5%219.7K210.72+52.8%
unmapped CUSIP 02553710142.8M2.4%326.4K
NI
NISOURCE INC.
40.9M2.3%877.4K40.62-4.5%
EVRG
Evergy, Inc.
39.4M2.2%480.9K80.92+11.5%
EXE
EXPAND ENERGY Corp
38.6M2.2%351.4K96.09+2.2%
CHRD
Chord Energy Corp
37.0M2.1%260.1K147.85+44.1%
ADNT
Adient plc
36.3M2.0%1.8M20.01-13.5%
LNT
ALLIANT ENERGY CORP
32.3M1.8%449.6K67.86+2.3%
MDU
MDU RESOURCES GROUP INC
32.1M1.8%1.6M19.95+21.8%
GPOR
GULFPORT ENERGY CORP
31.4M1.8%148.2K173.45+4.1%
VNOM
Viper Energy, Inc.
29.5M1.7%628.0K45.27+21.6%
FPS
Forgent Power Solutions, Inc.
28.5M1.6%974.6K33.18
ED
CONSOLIDATED EDISON INC
28.3M1.6%250.0K106.35+4.5%
WMB
WILLIAMS COMPANIES, INC.
28.0M1.6%385.0K70.49+23.2%
BETA
BETA Technologies, Inc.
27.9M1.6%1.9M24.74
F
FORD MOTOR CO
27.5M1.6%2.4M14.41+25.4%
BKV
BKV Corp
24.4M1.4%855.5K24.20+11.3%
KRSP
Rice Acquisition Corp 3
23.7M1.3%2.3M10.60
KNTK
Kinetik Holdings Inc.
22.3M1.3%460.9K54.50+37.2%
FE
FIRSTENERGY CORP
19.5M1.1%384.5K45.96+5.5%
APH
AMPHENOL CORP /DE/
18.6M1.0%146.9K157.01+44.5%
SU
SUNCOR ENERGY INC
17.9M1.0%270.7K68.42+77.3%
EE
Excelerate Energy, Inc.
17.6M1.0%528.0K39.35+66.1%
AM
Antero Midstream Corp
17.4M1.0%765.0K22.14+26.6%
IFF
INTERNATIONAL FLAVORS & FRAGRANCES INC
16.7M0.9%229.6K84.28+27.5%
PPL
PPL Corp
15.1M0.9%394.4K34.38-7.3%
CNM
Core & Main, Inc.
15.0M0.8%303.6K44.88-29.8%
ADP
AUTOMATIC DATA PROCESSING INC
14.3M0.8%70.6K280.81-9.1%
ABG
ASBURY AUTOMOTIVE GROUP INC
13.0M0.7%66.8K214.81-10.8%
YPF
YPF SOCIEDAD ANONIMA
12.8M0.7%277.2K51.18+62.9%
MUR
MURPHY OIL CORP
12.4M0.7%301.7K37.41+68.4%
CRGY
Crescent Energy Co
11.8M0.7%875.2K14.06+51.5%
SOC
Sable Offshore Corp.
11.8M0.7%714.3K5.10-81.2%
RAL
Ralliant Corp
11.4M0.6%274.3K63.61+52.2%
GPI
GROUP 1 AUTOMOTIVE INC
11.2M0.6%33.7K261.85-41.4%
GM
General Motors Co
10.9M0.6%146.5K87.93+54.9%
BTE
BAYTEX ENERGY CORP.
10.4M0.6%2.3M4.81+144.2%
PR
Permian Resources Corp
10.3M0.6%484.0K23.75+78.4%
MCHI
iShares MSCI China ETF
10.2M0.6%181.5K55.66-7.1%
VST
Vistra Corp.
10.2M0.6%67.8K136.21-29.4%
TRGP
Targa Resources Corp.
10.1M0.6%40.2K299.10+83.6%
CVE
CENOVUS ENERGY INC.
10.1M0.6%379.7K32.93+119.8%
VLO
VALERO ENERGY CORP/TX
9.8M0.6%39.8K348.86+148.3%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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