Hartree Partners, LP

CIK: 0001597857Latest portfolio: $276.5M · Q4 2025

Holdings

61

Total Value

$276.5M

New Positions

25

Closed Positions

39

#StockSharesValue% PortfolioChangeType
1
SGUSTAR GROUP L P
3,400,907$40.3M14.56%
2
HDSNHUDSON TECHNOLOGIES INC
3,800,000$26.0M9.42%
3
OVVOVINTIV INC
618,850$24.3M8.77%NEW
4
GLPGLOBAL PARTNERS LP
508,080$21.3M7.69%
5
BBARRICK MNG CORP
300,000$13.1M4.73%+225K
6
EXEEXPAND ENERGY CORP
82,779$9.1M3.30%-25,185
7
CENXCENTURY ALUM CO
216,688$8.5M3.07%-1,077
8
TNKTEEKAY TANKERS LTD
148,360$7.9M2.87%-254,101
9
IMGIAMGOLD CORP
462,844$7.6M2.76%-200,275
10
LLOEWS CORP
63,865$6.7M2.43%+8K
11
DACDANAOS CORPORATION
63,187$6.0M2.15%+18K
12
PDSPRECISION DRILLING CORP
82,500$5.9M2.14%-17,500
13
NEENEXTERA ENERGY INC
72,000$5.8M2.09%NEW
14
JBSJBS N.V.
400,000$5.8M2.09%-336,441
15
BTEBAYTEX ENERGY CORP
1,762,500$5.7M2.06%NEW
16
EEEXCELERATE ENERGY INC
195,663$5.5M1.98%+58K
17
TLNTALEN ENERGY CORP
14,000$5.2M1.90%+3K
18
LAFALAFAYETTE ACQUISITION CORP
500,000$5.0M1.81%NEW
19
SWXSOUTHWEST GAS HLDGS INC
61,200$4.9M1.77%NEW
20
SHMDSCHMID GROUP N.V.
1,027,500$4.6M1.67%+123K
21
BGBUNGE GLOBAL SA
51,000$4.5M1.64%+6K
22
UGIUGI CORP NEW
119,300$4.5M1.62%+91K
23
CVECENOVUS ENERGY INC
260,000$4.4M1.59%+148K
24
ALBALBEMARLE CORP
25,949$4.2M1.54%NEWPut
25
SBSWSIBANYE STILLWATER LTD
256,750$3.7M1.32%+18K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
CVE260K+148K
EE196K+58K
EQX147K+47K
GGB210K+31K
DAC63K+18K
SBSW257K+18K
DVN56K+13K
L64K+8K
BG51K+6K
SHEL21K+6K

Decreased Positions

NameSharesChange
JBS400K-336441
TNK148K-254101
IMG463K-200275
HBM30K-40000
G3V23K-27000
MTDR25K-19677
TGB12K-8500
TRGP2K-4050
CENX217K-1077
GPOR2K-500

Sector Breakdown

Energy0.0% ($4.026624254212639e+69T)
Basic Materials0.0% ($2.6030130658489425e+57T)
Utilities0.0% ($578054875247489.8T)
Financial Services0.0% ($6725500.0T)
Industrials0.0% ($595046.2T)
Consumer Defensive0.0% ($763.3T)
Unknown0.0% ($2.3B)
Technology0.0% ($930.7M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$276.5M64
Q3 2025Nov 13, 2025$290.8B79
Q2 2025Aug 13, 2025$355.4B0
Q1 2025May 14, 2025$278.2B51
Q4 2024Feb 12, 2025$270.2B64

Fund Information

CIK0001597857
Most Recent FilingFeb 17, 2026
Number of Filings5

Hartree Partners, 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 $276.5M across 61 holdings. The largest position is STAR GROUP L P (SGU), representing 14.6% of the portfolio. Compared to the previous quarter, the fund opened 25 new positions and closed 43 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.