HITE Hedge Asset Management LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$1.8T
Holdings
115
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (115 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DTEDTE ENERGY CO | 904,178 | $127.9B | 6.94% | |
| 2 | ETRENTERGY CORP NEW | 1,092,624 | $101.8B | 5.52% | |
| 3 | XELXCEL ENERGY INC | 1,169,573 | $94.3B | 5.12% | |
| 4 | PORPORTLAND GEN ELEC CO | 2,078,486 | $91.5B | 4.96% | |
| 5 | AEEAMEREN CORP | 714,687 | $74.6B | 4.05% | |
| 6 | NINISOURCE INC | 1,665,458 | $72.1B | 3.91% | |
| 7 | CNPCENTERPOINT ENERGY INC | 1,647,826 | $63.9B | 3.47% | |
| 8 | VNOMUSDVIPER ENERGY INC | 1,661,991 | $63.5B | 3.45% | |
| 9 | EVRGEVERGY INC | 767,132 | $58.3B | 3.16% | |
| 10 | CHRDCHORD ENERGY CORPORATION | 575,386 | $57.2B | 3.10% | |
| 11 | CTRACOTERRA ENERGY INC | 2,362,900 | $55.9B | 3.03% | |
| 12 | COPCONOCOPHILLIPS | 563,441 | $53.3B | 2.89% | |
| 13 | ADNTADIENT PLC | 1,981,331 | $47.7B | 2.59% | |
| 14 | TBNTAMBORAN RES CORP | 1,737,575 | $47.6B | 2.58% | |
| 15 | GPORGULFPORT ENERGY CORP | 249,625 | $45.2B | 2.45% | |
| 16 | LADLITHIA MTRS INC | 130,295 | $41.2B | 2.23% | |
| 17 | PPLPPL CORP | 1,057,065 | $39.3B | 2.13% | |
| 18 | CRGYCRESCENT ENERGY COMPANY | 3,154,959 | $28.1B | 1.53% | |
| 19 | LNTALLIANT ENERGY CORP | 409,529 | $27.6B | 1.50% | |
| 20 | ARANTERO RESOURCES CORP | 755,140 | $25.3B | 1.37% | |
| 21 | APTVAPTIV PLC | 275,376 | $23.7B | 1.29% | |
| 22 | GMGENERAL MTRS CO | 381,440 | $23.3B | 1.26% | |
| 23 | KEXKIRBY CORP | 273,348 | $22.8B | 1.24% | |
| 24 | TMTOYOTA MOTOR CORP | 113,705 | $21.7B | 1.18% | |
| 25 | BKVBKV CORP | 897,639 | $20.8B | 1.13% | |
| 26 | AROCARCHROCK INC | 745,087 | $19.6B | 1.06% | |
| 27 | OKLOOKLO INC | 148,643 | $16.6B | 0.90% | |
| 28 | SUSUNCOR ENERGY INC NEW | 390,936 | $16.3B | 0.89% | |
| 29 | GPIGROUP 1 AUTOMOTIVE INC | 37,327 | $16.3B | 0.89% | |
| 30 | MPMP MATERIALS CORP | 242,160 | $16.2B | 0.88% | |
| 31 | PHINPHINIA INC | 277,528 | $16.0B | 0.87% | |
| 32 | FEFIRSTENERGY CORP | 339,309 | $15.5B | 0.84% | |
| 33 | DCHAMERICAN AXLE & MFG HLDGS IN | 2,477,599 | $14.9B | 0.81% | |
| 34 | EVGOEVGO INC | 2,946,791 | $13.9B | 0.76% | |
| 35 | FANGDIAMONDBACK ENERGY INC | 93,388 | $13.4B | 0.72% | |
| 36 | EQTEQT CORP | 242,964 | $13.2B | 0.72% | |
| 37 | VSTVISTRA CORP | 59,972 | $11.7B | 0.64% | |
| 38 | PAHUSDELEMENT SOLUTIONS INC | 441,496 | $11.1B | 0.60% | |
| 39 | CVXCHEVRON CORP NEW | 71,186 | $11.1B | 0.60% | |
| 40 | PPGPPG INDS INC | 103,091 | $10.8B | 0.59% | |
| 41 | RALRALLIANT CORP | 237,347 | $10.4B | 0.56% | |
| 42 | KGSKODIAK GAS SVCS INC | 271,135 | $10.0B | 0.54% | |
| 43 | —NIOCORP DEVS LTD | 1,462,607 | $9.8B | 0.53% | |
| 44 | DINOHF SINCLAIR CORP | 184,671 | $9.7B | 0.52% | |
| 45 | LINLINDE PLC | 19,653 | $9.3B | 0.51% | |
| 46 | CATCATERPILLAR INC | 18,322 | $8.7B | 0.47% | |
| 47 | NXPINXP SEMICONDUCTORS N V | 37,674 | $8.6B | 0.47% | |
| 48 | PAGPENSKE AUTOMOTIVE GRP INC | 49,166 | $8.6B | 0.46% | |
| 49 | UTLUNITIL CORP | 174,218 | $8.3B | 0.45% | |
| 50 | AXTAAXALTA COATING SYS LTD | 277,129 | $7.9B | 0.43% | |
| 51 | XYLXYLEM INC | 53,271 | $7.9B | 0.43% | |
| 52 | UEOWESTLAKE CORPORATION | 100,000 | $7.7B | 0.42% | |
| 53 | 4DHDANA INC | 365,320 | $7.3B | 0.40% | |
| 54 | ALVAUTOLIV INC | 57,277 | $7.1B | 0.38% | |
| 55 | PRPERMIAN RESOURCES CORP | 551,295 | $7.1B | 0.38% | |
| 56 | HIIHUNTINGTON INGALLS INDS INC | 23,892 | $6.9B | 0.37% | |
| 57 | NESRNATIONAL ENERGY SERVICES REU | 639,838 | $6.6B | 0.36% | |
| 58 | ORLYOREILLY AUTOMOTIVE INC | 49,178 | $5.3B | 0.29% | |
| 59 | ROKROCKWELL AUTOMATION INC | 14,620 | $5.1B | 0.28% | |
| 60 | VCVISTEON CORP | 42,001 | $5.0B | 0.27% | |
| 61 | MOSMOSAIC CO NEW | 144,460 | $5.0B | 0.27% | |
| 62 | OTISOTIS WORLDWIDE CORP | 54,321 | $5.0B | 0.27% | |
| 63 | ITWILLINOIS TOOL WKS INC | 18,935 | $4.9B | 0.27% | |
| 64 | KNTKKINETIK HOLDINGS INC | 115,054 | $4.9B | 0.27% | |
| 65 | DKDELEK US HLDGS INC NEW | 151,807 | $4.9B | 0.27% | |
| 66 | TTITETRA TECHNOLOGIES INC DEL | 840,889 | $4.8B | 0.26% | |
| 67 | EEEXCELERATE ENERGY INC | 189,810 | $4.8B | 0.26% | |
| 68 | DDDUPONT DE NEMOURS INC | 60,000 | $4.7B | 0.25% | |
| 69 | GWWGRAINGER W W INC | 4,870 | $4.6B | 0.25% | |
| 70 | NSPINSPERITY INC | 93,901 | $4.6B | 0.25% | |
| 71 | AIRJWAIRJOULE TECHNOLOGIES CORP | 6,108,275 | $4.6B | 0.25% | |
| 72 | MGYMAGNOLIA OIL & GAS CORP | 190,981 | $4.6B | 0.25% | |
| 73 | NVDANVIDIA CORPORATION | 24,023 | $4.5B | 0.24% | |
| 74 | INRINFINITY NAT RES INC | 337,448 | $4.4B | 0.24% | |
| 75 | STLASTELLANTIS N.V | 461,299 | $4.3B | 0.23% | |
| 76 | SMSM ENERGY CO | 167,523 | $4.2B | 0.23% | |
| 77 | GQ9SPDR GOLD TR | 11,651 | $4.1B | 0.22% | |
| 78 | USARUSA RARE EARTH INC | 231,080 | $4.0B | 0.22% | |
| 79 | CPERUNITED STS COMMODITY INDEX F | 130,000 | $3.9B | 0.21% | |
| 80 | RACEFERRARI N V | 7,972 | $3.9B | 0.21% | |
| 81 | AWGASBURY AUTOMOTIVE GROUP INC | 14,016 | $3.4B | 0.19% | |
| 82 | NPWRNET POWER INC | 976,428 | $2.9B | 0.16% | |
| 83 | OCOWENS CORNING NEW | 20,000 | $2.8B | 0.15% | |
| 84 | INVZINNOVIZ TECHNOLOGIES LTD | 1,308,551 | $2.7B | 0.14% | |
| 85 | TELTE CONNECTIVITY PLC | 11,874 | $2.6B | 0.14% | |
| 86 | HYLNHYLIION HOLDINGS CORP | 1,274,116 | $2.5B | 0.14% | |
| 87 | MBLYMOBILEYE GLOBAL INC | 155,109 | $2.2B | 0.12% | |
| 88 | AMDADVANCED MICRO DEVICES INC | 12,495 | $2.0B | 0.11% | |
| 89 | LACLITHIUM AMERS CORP NEW | 352,330 | $2.0B | 0.11% | |
| 90 | SPYSPDR S&P 500 ETF TR | 3,000 | $2.0B | 0.11% | |
| 91 | VLOVALERO ENERGY CORP | 11,490 | $2.0B | 0.11% | |
| 92 | ONON SEMICONDUCTOR CORP | 38,667 | $1.9B | 0.10% | |
| 93 | WOLFWOLFSPEED INC | 62,318 | $1.8B | 0.10% | |
| 94 | CVNACARVANA CO | 4,641 | $1.8B | 0.09% | |
| 95 | —HCM II ACQUISITION CORP | 102,338 | $1.7B | 0.09% | |
| 96 | HSAIHESAI GROUP | 56,094 | $1.6B | 0.09% | |
| 97 | APHAMPHENOL CORP NEW | 12,381 | $1.5B | 0.08% | |
| 98 | WBIWATERBRIDGE INFRASTRUCTURE L | 59,147 | $1.5B | 0.08% | |
| 99 | RIVNRIVIAN AUTOMOTIVE INC | 86,685 | $1.3B | 0.07% | |
| 100 | PBRPETROLEO BRASILEIRO SA PETRO | 95,082 | $1.2B | 0.07% |
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