Aventail Capital Group, LP

CIK: 0001803822Latest portfolio: $1.7B · Q4 2025

Holdings

156

Total Value

$1.7B

New Positions

32

Closed Positions

17

#StockSharesValue% PortfolioChangeType
1
NFGNATIONAL FUEL GAS CO
1,090,380$87.3M5.03%+651K
2
ETRENTERGY CORP NEW
829,635$76.7M4.42%-177,405
3
AEEAMEREN CORP
666,389$66.5M3.83%NEW
4
SLBSLB LIMITED
1,566,200$60.1M3.46%NEW
5
ARANTERO RESOURCES CORP
1,713,233$59.0M3.40%+1.5M
6
ESEVERSOURCE ENERGY
851,699$57.3M3.30%-514,422
7
PEGPUBLIC SVC ENTERPRISE GRP IN
712,241$57.2M3.30%-29,930
8
AEPAMERICAN ELEC PWR CO INC
491,288$56.6M3.26%NEW
9
MODMODINE MFG CO
402,378$53.7M3.10%NEW
10
SOSOUTHERN CO
583,673$50.9M2.93%-105,092
11
OKEONEOK INC NEW
600,273$44.1M2.54%+229K
12
CATCATERPILLAR INC
65,724$37.7M2.17%+21K
13
DVNDEVON ENERGY CORP NEW
985,035$36.1M2.08%+440K
14
NRANRG ENERGY INC
215,961$34.4M1.98%-223,147
15
FEFIRSTENERGY CORP
754,950$33.8M1.95%+449K
16
ATOATMOS ENERGY CORP
191,137$32.0M1.85%-146,961
17
SUNCSUNOCOCORP LLC
641,809$31.6M1.82%NEW
18
LNTALLIANT ENERGY CORP
440,362$28.6M1.65%+196K
19
CVXCHEVRON CORP NEW
173,318$26.4M1.52%-124,232
20
DTEDTE ENERGY CO
171,822$22.2M1.28%-61,075
21
WWDWOODWARD INC
72,652$22.0M1.27%NEW
22
OGEOGE ENERGY CORP
499,947$21.3M1.23%-364,641
23
TLNTALEN ENERGY CORP
52,586$19.7M1.14%+1K
24
KGSKODIAK GAS SVCS INC
477,201$17.8M1.03%+327K
25
PSXPHILLIPS 66
129,049$16.7M0.96%+15K

Quarterly Changes

New Positions

  • AEENEW
    $66.5M
  • SLBNEW
    $60.1M
  • AEPNEW
    $56.6M
  • MODNEW
    $53.7M
  • SUNCNEW
    $31.6M
  • WWDNEW
    $22.0M
  • HENNESSY CAP INVT CORP VIINEW
    $14.4M
  • TTENEW
    $13.9M
  • DOVNEW
    $12.3M
  • SOCNEW
    $11.4M

Closed Positions

Increased Positions

NameSharesChange
XIFR1.6M+453K
FE755K+449K
DVN985K+440K
KGS477K+327K
OVV388K+247K
OKE600K+229K
CTRA544K+201K
LNT440K+196K
BEPC274K+174K
CSX246K+136K

Decreased Positions

NameSharesChange
OXY41K-797542
XEL225K-620376
BKV292K-583039
SHEL166K-549455
VNOM133K-444431
OGE500K-364641
PCG103K-316941
SRE107K-287589
NRA216K-223147
EQT141K-200013

Sector Breakdown

Energy0.0% ($8.729560110590383e+278T)
Utilities0.0% ($7.668366545573447e+173T)
Industrials0.0% ($3.7651219641234515e+116T)
Unknown0.0% ($3438914.4T)
Financial Services0.0% ($109055.3T)
Basic Materials0.0% ($30.0T)
Consumer Cyclical0.0% ($537.2B)
Technology0.0% ($72.8B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$1.7B156
Q3 2025Nov 14, 2025$2.2T143
Q2 2025Aug 14, 2025$2.3T130
Q1 2025May 15, 2025$2.0T128
Q4 2024Feb 14, 2025$1.9T113
Q3 2024Nov 14, 2024$1698.7T92
Q2 2024Aug 14, 2024$1431.7T89
Q1 2024May 15, 2024$1309.8T74
Q4 2023Feb 14, 2024$1181.3T66
Q3 2023Nov 14, 2023$1436.9T74
Q2 2023Aug 14, 2023$983.5T52
Q1 2023May 15, 2023$1180.4T47
Q4 2022Feb 14, 2023$831.8T47
Q3 2022Nov 14, 2022$1.3T51
Q2 2022Aug 15, 2022$654.5B39
Q1 2022May 16, 2022$669.8B50
Q4 2021Feb 14, 2022$320.5B41
Q3 2021Nov 15, 2021$340.6B38
Q2 2021Aug 16, 2021$260.7B52
Q1 2021May 17, 2021$224.2B55
Q4 2020Feb 16, 2021$192.2B56

Fund Information

CIK0001803822
Most Recent FilingFeb 17, 2026
Number of Filings21

Aventail Capital Group, LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.7B across 156 holdings. The largest position is NATIONAL FUEL GAS CO (NFG), representing 5.0% of the portfolio. Compared to the previous quarter, the fund opened 38 new positions and closed 21 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.