Hite Hedge Asset Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.77B
Q ending 2026-03-31
Prior quarter
$1.57B
Q ending 2025-12-31
Change
+13.0% QoQ · +9.9% YoY
Positions
126
reported holdings
Largest positions
Top 100 of 126 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Portland Gen Elec Co | POR | Shares | $142.0M | 2.7M |
| Tamboran Res Corp | TBN | Shares | $103.8M | 2.1M |
| Xcel Energy Inc | XEL | Shares | $92.2M | 1.2M |
| Entergy Corp New | ETR | Shares | $85.7M | 763K |
| Dte Energy Co | DTE | Shares | $74.8M | 511K |
| Coterra Energy Inc | CTRA | Shares | $65.6M | 1.9M |
| Ameren Corp | AEE | Shares | $46.4M | 422K |
| Diamondback Energy Inc | FANG | Shares | $43.5M | 220K |
| American Elec Pwr Co Inc | AEP | Shares | $42.8M | 326K |
| Nisource Inc | NI | Shares | $40.9M | 877K |
| Evergy Inc | EVRG | Shares | $39.4M | 481K |
| Expand Energy Corporation | EXE | Shares | $38.6M | 351K |
| Chord Energy Corporation | CHRD | Shares | $37.0M | 260K |
| Adient Plc | Shares | $36.3M | 1.8M | |
| Alliant Energy Corp | LNT | Shares | $32.3M | 450K |
| Mdu Res Group Inc | MDU | Shares | $32.1M | 1.6M |
| Gulfport Energy Corp | GPOR | Shares | $31.4M | 148K |
| Viper Energy Inc | VNOMUSD | Shares | $29.5M | 628K |
| Forgent Power Solutions Inc | FPS | Shares | $28.5M | 975K |
| Consolidated Edison Inc | ED | Shares | $28.3M | 250K |
| Williams Cos Inc | WMB | Shares | $28.0M | 385K |
| Beta Technologies Inc | BETA | Shares | $27.9M | 1.9M |
| Ford Mtr Co | F | Shares | $27.5M | 2.4M |
| Bkv Corp | BKV | Shares | $24.4M | 855K |
| Rice Acquisition Corp 3 | Shares | $23.7M | 2.3M | |
| Kinetik Holdings Inc | KNTK | Shares | $22.3M | 461K |
| Firstenergy Corp | FE | Shares | $19.5M | 385K |
| Amphenol Corp | APH | Shares | $18.6M | 147K |
| Suncor Energy Inc New | SU | Shares | $17.9M | 271K |
| Excelerate Energy Inc | EE | Shares | $17.6M | 528K |
| Antero Midstream Corp | AM | Shares | $17.4M | 765K |
| International Flavors&Fragra | IFF | Shares | $16.7M | 230K |
| Ppl Corp | PPL | Shares | $15.1M | 394K |
| Core & Main Inc | CNM | Shares | $15.0M | 304K |
| Automatic Data Processing In | ADP | Shares | $14.3M | 71K |
| Asbury Automotive Group Inc | ABG | Shares | $13.0M | 67K |
| Ypf Sociedad Anonima | YPF | Shares | $12.8M | 277K |
| Murphy Oil Corp | MUR | Shares | $12.4M | 302K |
| Crescent Energy Company | CRGY | Shares | $11.8M | 875K |
| Sable Offshore Corp | SOC | Shares | $11.8M | 714K |
| Ralliant Corp | RAL | Shares | $11.4M | 274K |
| Group 1 Automotive Inc | GPI | Shares | $11.2M | 34K |
| General Mtrs Co | GM | Shares | $10.9M | 147K |
| Baytex Energy Corp | BTE | Shares | $10.4M | 2.3M |
| Permian Resources Corp | PR | Shares | $10.3M | 484K |
| Ishares Tr | MCHI | Shares | $10.2M | 181K |
| Vistra Corp | VST | Shares | $10.2M | 68K |
| Targa Res Corp | TRGP | Shares | $10.1M | 40K |
| Cenovus Energy Inc | CVE | Shares | $10.1M | 380K |
| Valero Energy Corp | VLO | Shares | $9.8M | 40K |
| Idaho Strategic Resources | IDR | Shares | $9.5M | 297K |
| Nrg Energy Inc | NRG | Shares | $9.5M | 65K |
| Dana Inc | DAN | Shares | $8.8M | 261K |
| Liberty Energy Inc | LBRT | Shares | $8.6M | 298K |
| Carmax Inc | KMX | Shares | $8.5M | 203K |
| Stellantis N.V | Shares | $7.8M | 1.1M | |
| Black Hills Corp | BKH | Shares | $7.5M | 109K |
| Dauch Corp | DCH | Shares | $7.4M | 1.2M |
| National Energy Services Reu | Shares | $6.3M | 293K | |
| Flowserve Corp | FLS | Shares | $6.2M | 85K |
| Arko Pete Corp | APC | Shares | $5.4M | 300K |
| Toyota Motor Corp | TM | Shares | $5.2M | 25K |
| Dupont De Nemours Inc | DDUSD | Shares | $5.2M | 114K |
| Openlane Inc | OPLN | Shares | $5.2M | 177K |
| Oklo Inc | OKLO | Shares | $5.1M | 104K |
| Hyliion Holdings Corp | HYLN | Shares | $5.0M | 2.8M |
| Tetra Technologies Inc Del | TTI | Shares | $4.9M | 571K |
| Pbf Energy Inc | PBF | Shares | $4.8M | 101K |
| Evgo Inc | EVGO | Shares | $4.6M | 2.7M |
| Net Power Inc | NPWR | Shares | $4.3M | 2.8M |
| Constellation Energy Corp | CEG | Shares | $4.2M | 15K |
| Sunococorp Llc | SUNC | Shares | $4.1M | 67K |
| Sensata Technologies Hldg Pl | Shares | $4.1M | 116K | |
| Niocorp Devs Ltd | NB | Shares | $4.0M | 903K |
| Ovintiv Inc | OVV | Shares | $4.0M | 67K |
| Sterling Infrastructure Inc | STRL | Shares | $3.9M | 10K |
| Hf Sinclair Corp | DINO | Shares | $3.7M | 60K |
| Autonation Inc | AN | Shares | $3.7M | 19K |
| Autoliv Inc | ALV | Shares | $3.6M | 35K |
| Airjoule Technologies Corp | AIRJW | Shares | $3.4M | 6.1M |
| Conocophillips | COP | Shares | $3.3M | 25K |
| Sm Energy Company | SM | Shares | $3.1M | 100K |
| Fabrinet | Shares | $2.9M | 6K | |
| United States Antimony Corp | UAMY | Shares | $2.9M | 334K |
| Ppg Inds Inc | PPG | Shares | $2.7M | 25K |
| Old Dominion Freight Line In | ODFL | Shares | $2.6M | 13K |
| Te Connectivity Plc | Shares | $2.2M | 10K | |
| Weride Inc | WRD | Shares | $2.1M | 259K |
| Tesla Inc | TSLA | Shares | $2.1M | 6K |
| Nxp Semiconductors N V | Shares | $2.1M | 11K | |
| Range Res Corp | RRC | Shares | $2.0M | 45K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.0M | 3K |
| Algonquin Power & Utilities | AQN | Shares | $1.8M | 300K |
| American Res Corp | AREC | Shares | $1.8M | 736K |
| Gentex Corp | GNTX | Shares | $1.8M | 81K |
| Rivian Automotive Inc | RIVN | Shares | $1.6M | 103K |
| Phinia Inc | PHIN | Shares | $1.6M | 23K |
| Innoviz Technologies Ltd | Shares | $1.5M | 2.4M | |
| Mp Materials Corp | MP | Shares | $1.5M | 31K |
| Delek Us Hldgs Inc New | DK | Shares | $1.5M | 33K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.