OG
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OnyxPoint Global Management LP13F | |
OnyxPoint Global Management LP | |
Last update 2025-05-15 | 19 Stocks (0 new) |
Value $237.00 Mil | Turnover 1 % |
OnyxPoint Global Management LP... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
PR | Permian Resources Corp | 8,396,341 | 116,289.3 | 0% | 49.130 | 0% | 1.200 | +12.94% | -4.47% | 9,426.0 | Oil & Gas | |
VST
CALL
| Vistra Corp | 278,400 | 32,695.3 | 0% | 13.810 | 0% | 0.080 | +67.44% | +40.41% | 65,494.5 |
Utilities - Independent Power Producers
Utilities - Independent Power Producers
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TLN | Talen Energy Corp | 129,926 | 25,942.3 | +1.50% | 10.960 | +0.16% | 0.290 | +61.52% | +63.12% | 14,955.9 |
Utilities - Independent Power Producers
Utilities - Independent Power Producers
| |
CHRD | Chord Energy Corp | 93,207 | 10,506.3 | +0.30% | 4.440 | +0.01% | 0.160 | +14.25% | -6.56% | 6,145.1 | Oil & Gas | |
EXEEL | Expand Energy Corp | 85,327 | 8,588.6 | -11.03% | 3.630 | -0.37% | - | 0% | 0% | 0 | Oil & Gas | |
VST | Vistra Corp | 62,296 | 7,316.0 | +0.15% | 3.090 | 0% | 0.020 | +67.44% | +40.41% | 65,494.5 |
Utilities - Independent Power Producers
Utilities - Independent Power Producers
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TLN
CALL
| Talen Energy Corp | 36,600 | 7,307.9 | 0% | 3.090 | 0% | 0.080 | +61.52% | +63.12% | 14,955.9 |
Utilities - Independent Power Producers
Utilities - Independent Power Producers
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OXY.WS | Occidental Petroleum Corp | 232,008 | 6,419.7 | +1.00% | 2.710 | +0.03% | - | - | - | 0 | Oil & Gas | |
CEG
CALL
| Constellation Energy Corp | 27,200 | 5,484.3 | 0% | 2.320 | 0% | 0.010 | +55.73% | +44.14% | 100,738.6 |
Utilities - Independent Power Producers
Utilities - Independent Power Producers
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HNRG | Hallador Energy Co | 364,917 | 4,481.2 | +46.21% | 1.890 | +0.60% | 0.850 | +9.88% | +37.90% | 678.6 | Other Energy Sources |
OnyxPoint Global Management LP's Historical Top Holdings Breakdowns
OnyxPoint Global Management LP's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
EXE | Expand Energy Corp | 2025-03-31 | Sold Out Sold Out | -3.11% | 96.03 ($104.03) 111.32 | $108.64 | 4.43% | Sold Out | 0 | -76,275 | |
NRG | NRG Energy Inc | 2025-03-31 | Sold Out Sold Out | -2.71% | 84.82 ($101.13) 113.33 | $151.75 | 50.05% | Sold Out | 0 | -73,500 | |
TAC | TransAlta Corp | 2025-03-31 | Sold Out Sold Out | -1.73% | 8.76 ($11.08) 14.44 | $12.36 | 11.55% | Sold Out | 0 | -300,000 | |
HNRG | Hallador Energy Co | 2025-03-31 | Add Add | +0.60% | 8.6 ($11.23) 13.39 | $15.79 | 40.61% | Add 46.21% | 364,917 | 115,329 | |
TLN | Talen Energy Corp | 2025-03-31 | Add Add | +0.16% | 165.75 ($216.89) 250.37 | $328.63 | 51.52% | Add 1.5% | 129,926 | 1,926 | |
GLNG | Golar LNG Ltd | 2025-03-31 | Add Add | +0.05% | 31.34 ($39.19) 43.84 | $40.99 | 4.59% | Add 3.25% | 88,798 | 2,798 | |
CHRD | Chord Energy Corp | 2025-03-31 | Add Add | +0.01% | 101.34 ($113.6) 127.78 | $106.40 | -6.34% | Add 0.3% | 93,207 | 275 | |
ASTL | Algoma Steel Group Inc | 2025-03-31 | Add Add | 0% | 5.42 ($7.51) 9.7 | $7.02 | -6.52% | Add 0.17% | 72,289 | 124 | |
VST | Vistra Corp | 2025-03-31 | Add Add | 0% | 108.49 ($149.41) 191.89 | $193.01 | 29.18% | Add 0.15% | 62,296 | 96 | |
GLNG | Golar LNG Ltd | 2024-12-31 | New Buy New Buy | +1.49% | 34 ($38.98) 43.59 | $40.99 | 5.16% | New holding | 86,000 | 86,000 |
OnyxPoint Global Management LP Total Holding History ($B)
OnyxPoint Global Management LP's Asset Allocation
OnyxPoint Global Management LP Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Top Ranked Articles
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OnyxPoint Global Management LP's Hypothetical Growth since 2025-03-31
OnyxPoint Global Management LP's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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OnyxPoint Global Management LP's Holdings Heat Map
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OnyxPoint Global Management LP's Holdings Bubble Chart
OnyxPoint Global Management LP News
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