Location
Dallas, TX
Holdings as of
9/30/2025
Date filed
10/20/2025
Form type
13F-HR
Num holdings
59
Total value ($000)
$1,761,645
Net value change ($000)
+35,328 (2.0%)
New positions
5
Sold out positions
6
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TLN 14,226 46.2%
TRP 13,285 21.8%
NRG 12,894 110.0%
GEV 11,814 69.8%
ENB 11,642 85.2%
ET 10,690 8.2%
VNOM 10,663 NEW
EIX 10,503 NEW
KNTK 7,929 23.1%
CRWD 7,714 216.4%
Top Reduces (Value $000, Stocks/ETFs)
OKE -26,652 -24.6%
CWEN -12,800 -100.0%
Aris Water Solutions, Inc. -10,643 -100.0%
VNOM Sub, Inc. -9,685 -100.0%
HESM -8,406 -9.5%
LNG -6,066 -5.4%
DTM -5,444 -6.6%
NEE -5,345 -100.0%
PAGP -3,450 -5.0%
RSG -2,713 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type