StockDriftsStockDriftsTop 50 Hartree Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGU | STAR GROUP LP | 9.39% | 3.40M | $43.7M | +0.00%(+0) | $11.73(+8.15%) | 2026-06-30 | |
| DVN | DEVON ENERGY CORP NEW | 8.33% | 937.4K | $38.7M | +117.81%(+507.05K) | $44.50(+4.87%) | 2026-06-30 | |
| OVV | OVINTIV INC | 6.51% | 575.3K | $30.3M | +27.15%(+122.84K) | $43.64(+44.75%) | 2026-06-30 | |
| HDSN | HUDSON TECHNOLOGIES INC | 5.45% | 4.41M | $25.3M | +16.10%(+611.89K) | $5.97(-5.14%) | 2026-06-30 | |
| TNK | TEEKAY TANKERS LTD | 4.49% | 321.8K | $20.9M | +73.54%(+136.38K) | $54.87(+55.14%) | 2026-06-30 | |
| LNG | CHENIERE ENERGY INC | 3.86% | 75.0K | $17.9M | -3.93%(-3.07K) | $237.83(+14.22%) | 2026-06-30 | |
| DAR | DARLING INGREDIENTS INC | 3.7% | 315.0K | $17.2M | +3050.00%(+305.00K) | $56.79(+18.05%) | 2026-06-30 | |
| VG | VENTURE GLOBAL INC | 3.59% | 1.50M | $16.7M | -13.75%(-239.22K) | $11.29(+23.91%) | 2026-06-30 | |
| NRG | NRG ENERGY INC | 3.37% | 107.4K | $15.7M | +133.48%(+61.40K) | $147.80(-14.59%) | 2026-06-30 | |
| CNR | CORE NATURAL RESOURCES INC | 3.13% | 182.0K | $14.6M | +73.59%(+77.15K) | $95.98(-0.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.95% | +47.98% | +9.29% | +55.91% |
| Top 20 Holdings Unweighted | +12.25% | +41.45% | +10.83% | +67.25% |
Hartree Partners LP reports $469.01M in US-listed equity holdings across 112 positions in its most recent 13F filing. Its largest disclosed positions are SGU (9.4%), DVN (8.3%) and OVV (6.5%). The top 20 holdings account for 72.27% of reported assets. Its disclosed equity book has returned +47.98% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hartree Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1597857). View Hartree Partners LP’s 13F filings on SEC