Holders — by stockHoldings — by fund
HITE Hedge Asset Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1568939
$1.83B
disclosed book value
125
positions
6.1%
largest position share
Positions, as of 2026-06-30
top 100 of 125 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | PORPORTLAND GEN ELEC CO | 2.1M | $110.6M | 6.1% |
| 2 | ETRENTERGY CORP NEW | 865,782 | $99.4M | 5.4% |
| 3 | TAMBORAN RES CORP | 2.9M | $93.7M | 5.1% |
| 4 | DVNDEVON ENERGY CORP NEW | 2.3M | $93.1M | 5.1% |
| 5 | DTEDTE ENERGY CO | 576,287 | $87.8M | 4.8% |
| 6 | XELXCEL ENERGY INC | 1.1M | $85.2M | 4.7% |
| 7 | GPORGULFPORT ENERGY CORP | 403,403 | $68.5M | 3.7% |
| 8 | MDUMDU RES GROUP INC | 3.1M | $66.5M | 3.6% |
| 9 | AEPAMERICAN ELEC PWR CO INC | 376,380 | $51.5M | 2.8% |
| 10 | PPLPPL CORP | 1.4M | $50.6M | 2.8% |
| 11 | SUSUNCOR ENERGY INC NEW | 898,053 | $48.2M | 2.6% |
| 12 | AEEAMEREN CORP | 416,326 | $47.1M | 2.6% |
| 13 | VNOMVIPER ENERGY INC | 1.1M | $46.1M | 2.5% |
| 14 | LNTALLIANT ENERGY CORP | 545,246 | $41.6M | 2.3% |
| 15 | NINISOURCE INC | 839,916 | $39.9M | 2.2% |
| 16 | ADIENT PLC | 2.2M | $39.9M | 2.2% |
| 17 | CHRDCHORD ENERGY CORPORATION | 312,317 | $35.7M | 2% |
| 18 | EVRGEVERGY INC | 393,514 | $34.0M | 1.9% |
| 19 | GOLAR LNG LTD | 663,403 | $33.1M | 1.8% |
| 20 | BETABETA TECHNOLOGIES INC | 1.9M | $31.7M | 1.7% |
| 21 | PNWPINNACLE WEST CAP CORP | 249,955 | $26.7M | 1.5% |
| 22 | VERSIGENT PLC | 626,080 | $26.3M | 1.4% |
| 23 | EDCONSOLIDATED EDISON INC | 233,409 | $25.8M | 1.4% |
| 24 | WMBWILLIAMS COS INC | 345,107 | $25.7M | 1.4% |
| 25 | BKVBKV CORP | 905,541 | $24.8M | 1.4% |
| 26 | GMGENERAL MTRS CO | 318,691 | $24.6M | 1.3% |
| 27 | RICE ACQUISITION CORP 3 | 2.3M | $24.2M | 1.3% |
| 28 | EXEEXPAND ENERGY CORPORATION | 234,566 | $21.4M | 1.2% |
| 29 | DANDANA INC | 666,689 | $18.1M | 1% |
| 30 | ENPHENPHASE ENERGY INC | 336,483 | $16.6M | 0.9% |
| 31 | CNMCORE & MAIN INC | 270,589 | $13.1M | 0.7% |
| 32 | DCHDAUCH CORP | 2.1M | $11.6M | 0.6% |
| 33 | SPCXSPACE EXPLORATION TECHN CORP | 65,484 | $11.2M | 0.6% |
| 34 | NRGNRG ENERGY INC | 75,076 | $11.0M | 0.6% |
| 35 | WMSADVANCED DRAIN SYS INC DEL | 60,437 | $9.5M | 0.5% |
| 36 | CVXCHEVRON CORPORATION | 57,196 | $9.5M | 0.5% |
| 37 | NTRNUTRIEN LTD | 147,639 | $9.3M | 0.5% |
| 38 | KGSKODIAK GAS SVCS INC | 123,154 | $9.3M | 0.5% |
| 39 | CMICUMMINS INC | 12,889 | $9.2M | 0.5% |
| 40 | SOBOSOUTH BOW CORP | 255,184 | $9.0M | 0.5% |
| 41 | IFFINTERNATIONAL FLAVORS&FRAGRA | 111,791 | $8.9M | 0.5% |
| 42 | CARRCARRIER GLOBAL CORPORATION | 120,378 | $8.8M | 0.5% |
| 43 | UNITED STATES ANTIMONY CORP | 1.2M | $8.8M | 0.5% |
| 44 | PRPERMIAN RESOURCES CORP | 457,664 | $8.4M | 0.5% |
| 45 | BKHBLACK HILLS CORP | 108,500 | $8.1M | 0.4% |
| 46 | CNPCENTERPOINT ENERGY INC | 181,074 | $8.0M | 0.4% |
| 47 | SOCSABLE OFFSHORE CORP | 2.6M | $7.9M | 0.4% |
| 48 | COPCONOCOPHILLIPS | 74,350 | $7.7M | 0.4% |
| 49 | HYLIION HOLDINGS CORP | 1.4M | $7.3M | 0.4% |
| 50 | PSXPHILLIPS 66 | 43,113 | $7.3M | 0.4% |
| 51 | VLOVALERO ENERGY CORP | 26,297 | $6.8M | 0.4% |
| 52 | FMCFMC CORP | 570,502 | $6.6M | 0.4% |
| 53 | MODMODINE MFG CO | 24,077 | $6.4M | 0.4% |
| 54 | TTITETRA TECHNOLOGIES INC DEL | 531,027 | $6.0M | 0.3% |
| 55 | TET1 ENERGY INC | 618,194 | $5.9M | 0.3% |
| 56 | ABGASBURY AUTOMOTIVE GROUP INC | 28,369 | $5.7M | 0.3% |
| 57 | APHAMPHENOL CORP | 32,118 | $5.7M | 0.3% |
| 58 | RPMRPM INTL INC | 48,619 | $5.4M | 0.3% |
| 59 | CRGYCRESCENT ENERGY COMPANY | 523,060 | $5.1M | 0.3% |
| 60 | PBFPBF ENERGY INC | 109,171 | $5.0M | 0.3% |
| 61 | OKLOOKLO INC | 93,886 | $4.9M | 0.3% |
| 62 | TRGPTARGA RES CORP | 18,275 | $4.9M | 0.3% |
| 63 | NET POWER INC | 2.9M | $4.8M | 0.3% |
| 64 | EMREMERSON ELEC CO | 32,855 | $4.7M | 0.3% |
| 65 | RUSHARUSH ENTERPRISES INC | 61,022 | $4.5M | 0.2% |
| 66 | KMXCARMAX INC | 81,804 | $4.3M | 0.2% |
| 67 | GPIGROUP 1 AUTOMOTIVE INC | 14,755 | $4.3M | 0.2% |
| 68 | HESMHESS MIDSTREAM LP | 111,963 | $4.2M | 0.2% |
| 69 | CRCCALIFORNIA RES CORP | 78,221 | $4.1M | 0.2% |
| 70 | EEEXCELERATE ENERGY INC | 96,338 | $3.7M | 0.2% |
| 71 | VSTVISTRA CORP | 22,800 | $3.6M | 0.2% |
| 72 | LNGCHENIERE ENERGY INC | 15,115 | $3.6M | 0.2% |
| 73 | TRPTC ENERGY CORP | 54,357 | $3.6M | 0.2% |
| 74 | WEATHERFORD INTL PLC | 43,390 | $3.5M | 0.2% |
| 75 | OPLNOPENLANE INC | 82,721 | $3.4M | 0.2% |
| 76 | GREENLAND ENERGY CO | 1.5M | $3.4M | 0.2% |
| 77 | HPHELMERICH & PAYNE INC | 100,000 | $3.3M | 0.2% |
| 78 | ANAUTONATION INC | 16,994 | $3.2M | 0.2% |
| 79 | WHITEHAWK MINERALS CORP | 112,243 | $3.1M | 0.2% |
| 80 | GTGOODYEAR TIRE & RUBR CO | 449,833 | $3.0M | 0.2% |
| 81 | NATIONAL ENERGY SERVICES REU | 97,009 | $2.9M | 0.2% |
| 82 | SENSATA TECHNOLOGIES HLDG PL | 58,724 | $2.8M | 0.2% |
| 83 | AGCOAGCO CORP | 23,000 | $2.8M | 0.2% |
| 84 | RESRPC INC | 466,845 | $2.7M | 0.1% |
| 85 | INNOVIZ TECHNOLOGIES LTD | 3.5M | $2.7M | 0.1% |
| 86 | STRLSTERLING INFRASTRUCTURE INC | 3,156 | $2.6M | 0.1% |
| 87 | AMPXAMPRIUS TECHNOLOGIES INC | 186,393 | $2.6M | 0.1% |
| 88 | FLSFLOWSERVE CORP | 34,819 | $2.6M | 0.1% |
| 89 | KNTKKINETIK HOLDINGS INC | 52,889 | $2.6M | 0.1% |
| 90 | TMTOYOTA MOTOR CORP | 15,172 | $2.6M | 0.1% |
| 91 | AIRJOULE TECHNOLOGIES CORP | 1.9M | $2.5M | 0.1% |
| 92 | WLKWESTLAKE CORPORATION | 34,589 | $2.5M | 0.1% |
| 93 | SPYSTATE STR SPDR S&P 500 ETF T | 3,000 | $2.2M | 0.1% |
| 94 | TSLATESLA INC | 5,162 | $2.2M | 0.1% |
| 95 | ALLYALLY FINL INC | 46,556 | $2.1M | 0.1% |
| 96 | BWABORGWARNER INC | 31,445 | $2.1M | 0.1% |
| 97 | AMANTERO MIDSTREAM CORP | 90,281 | $2.1M | 0.1% |
| 98 | IDAHO STRATEGIC RESOURCES | 60,543 | $2.0M | 0.1% |
| 99 | ASP ISOTOPES INC | 301,837 | $1.9M | 0.1% |
| 100 | IREN LIMITED | 38,604 | $1.8M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.