Corigliano Investment Advisers, LLC

CIK: 0002031771Latest portfolio: $281.5M · Q4 2025

Holdings

41

Total Value

$281.5M

New Positions

19

Closed Positions

21

#StockSharesValue% PortfolioChangeType
1
ARANTERO RESOURCES CORP
907,500$31.3M11.11%+75K
2
CTRACOTERRA ENERGY INC
1,112,800$29.3M10.40%+154K
3
EQTEQT CORP
536,000$28.7M10.21%+65K
4
SUSUNCOR ENERGY INC NEW
388,000$17.2M6.11%NEW
5
LNGCHENIERE ENERGY INC
77,800$15.1M5.37%NEW
6
MGYMAGNOLIA OIL & GAS CORP
617,000$13.5M4.80%+172K
7
MPCMARATHON PETE CORP
76,200$12.4M4.40%NEW
8
WMBWILLIAMS COS INC
201,300$12.1M4.30%+119K
9
MTDRMATADOR RES CO
252,400$10.7M3.81%-18,300
10
CVECENOVUS ENERGY INC
545,000$9.2M3.28%-515,000
11
VLOVALERO ENERGY CORP
56,574$9.2M3.27%-16,126
12
SMSM ENERGY CO
462,800$8.7M3.07%NEW
13
HPHELMERICH & PAYNE INC
298,905$8.6M3.05%NEW
14
HALHALLIBURTON CO
225,000$6.4M2.26%NEW
15
FROFRONTLINE PLC
290,501$6.3M2.25%-278,700
16
TSTENARIS S A
157,700$6.1M2.15%NEW
17
BKVBKV CORP
217,683$5.9M2.10%-49,230
18
SEISOLARIS ENERGY INFRAS INC
120,400$5.5M1.97%NEW
19
AMANTERO MIDSTREAM CORP
282,000$5.0M1.78%NEW
20
NOVNOV INC
265,000$4.1M1.47%NEW
21
SDRLSEADRILL LTD
115,835$4.0M1.42%+36K
22
LBRTLIBERTY ENERGY INC
207,600$3.8M1.36%NEW
23
HAFNHAFNIA LTD
663,093$3.5M1.26%+329K
24
STNGSCORPIO TANKERS INC
66,400$3.4M1.20%-129,500
25
VALVALARIS LTD
63,125$3.2M1.13%NEW

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
HAFN663K+329K
MGY617K+172K
AR908K+75K
EQT536K+65K
NOG66K+13K
BOIL42K+13K
DNOW53K+5K
FTI15K+2K
TRMD77K+-48700
STNG66K+-129500

Decreased Positions

NameSharesChange
FRO291K-278700
BKV218K-49230
FANG17K-44600
MTDR252K-18300
VLO57K-16126
WULF47K-3000
SDRL116K36K
WMB201K119K
CTRA1.1M154K

Sector Breakdown

Energy0.0% ($3.1272292882872916e+131T)
Financial Services0.0% ($952.9T)
Basic Materials0.0% ($362.3M)
Industrials0.0% ($3.5M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$281.5M41
Q3 2025Nov 14, 2025$310.1B44
Q2 2025Aug 14, 2025$317.5B43
Q1 2025May 15, 2025$225.2B37
Q4 2024Feb 14, 2025$208.8B33

Fund Information

CIK0002031771
Most Recent FilingFeb 17, 2026
Number of Filings5

Corigliano Investment Advisers, LLC 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 $281.5M across 41 holdings. The largest position is ANTERO RESOURCES CORP (AR), representing 11.1% of the portfolio. Compared to the previous quarter, the fund opened 20 new positions and closed 22 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.