Hite Hedge Asset Management 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Hite Hedge Asset Management disclosed 126 US equity positions worth $1.8bn in its Q1 2026 13F filing. The largest position was POR at 8.0% of the reported book, followed by TAMBORAN RES CORP and XEL. Against the Q4 2025 filing, it opened 17 new positions, added to 17 and reduced 14 among the top 50 holdings.
What did Hite Hedge Asset Management own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2025 |
|---|---|---|---|---|---|---|---|
| 1 | POR PORTLAND GEN ELEC CO | Utilities | 8.0% | $142.0m | 2,690,996 | 1% | added |
| 2 | TAMBORAN RES CORP | 5.9% | $103.8m | 2,076,315 | 2% | added | |
| 3 | XEL XCEL ENERGY INC | Utilities | 5.2% | $92.2m | 1,160,099 | -30% | reduced |
| 4 | ETR ENTERGY CORP NEW | Utilities | 4.8% | $85.7m | 763,078 | -28% | reduced |
| 5 | DTE DTE ENERGY CO | Utilities | 4.2% | $74.8m | 511,367 | 8% | added |
| 6 | CTRA COTERRA ENERGY INC | 3.7% | $65.6m | 1,867,744 | 55% | added | |
| 7 | AEE AMEREN CORP | Utilities | 2.6% | $46.4m | 422,264 | -24% | reduced |
| 8 | FANG DIAMONDBACK ENERGY INC | Energy | 2.5% | $43.5m | 219,683 | – | new |
| 9 | AEP AMERICAN ELEC PWR CO INC | Utilities | 2.4% | $42.8m | 326,416 | 18% | added |
| 10 | NI NISOURCE INC | Utilities | 2.3% | $40.9m | 877,440 | -38% | reduced |
| 11 | EVRG EVERGY INC | Utilities | 2.2% | $39.4m | 480,895 | -18% | reduced |
| 12 | EXE EXPAND ENERGY CORPORATION | Energy | 2.2% | $38.6m | 351,394 | 963% | added |
| 13 | CHRD CHORD ENERGY CORPORATION | Energy | 2.1% | $37.0m | 260,133 | 5% | added |
| 14 | ADNT ADIENT PLC | Consumer Cyclical | 2.0% | $36.3m | 1,796,652 | -7% | reduced |
| 15 | LNT ALLIANT ENERGY CORP | Utilities | 1.8% | $32.3m | 449,591 | -10% | reduced |
| 16 | MDU MDU RES GROUP INC | Utilities | 1.8% | $32.1m | 1,550,000 | 125% | added |
| 17 | GPOR GULFPORT ENERGY CORP | Energy | 1.8% | $31.4m | 148,202 | 411% | added |
| 18 | VNOM VIPER ENERGY INC | 1.7% | $29.5m | 627,965 | -14% | reduced | |
| 19 | FPS FORGENT POWER SOLUTIONS INC | Industrials | 1.6% | $28.5m | 974,601 | – | new |
| 20 | ED CONSOLIDATED EDISON INC | Utilities | 1.6% | $28.3m | 250,031 | – | new |
| 21 | WMB WILLIAMS COS INC | Energy | 1.6% | $28.0m | 384,974 | – | new |
| 22 | BETA BETA TECHNOLOGIES INC | 1.6% | $27.9m | 1,898,559 | 210% | added | |
| 23 | F FORD MTR CO | Consumer Cyclical | 1.6% | $27.5m | 2,383,465 | 64% | added |
| 24 | BKV BKV CORP | 1.4% | $24.4m | 855,481 | -15% | reduced | |
| 25 | RICE ACQUISITION CORP 3 | 1.3% | $23.7m | 2,300,654 | 0% | held | |
| 26 | KNTK KINETIK HOLDINGS INC | Energy | 1.3% | $22.3m | 460,853 | – | new |
| 27 | FE FIRSTENERGY CORP | Utilities | 1.1% | $19.5m | 384,504 | 15% | added |
| 28 | APH AMPHENOL CORP | Technology | 1.0% | $18.6m | 146,862 | 1146% | added |
| 29 | SU SUNCOR ENERGY INC NEW | Energy | 1.0% | $17.9m | 270,665 | -61% | reduced |
| 30 | EE EXCELERATE ENERGY INC | Energy | 1.0% | $17.6m | 528,015 | 175% | added |
| 31 | AM ANTERO MIDSTREAM CORP | Energy | 1.0% | $17.4m | 764,952 | – | new |
| 32 | IFF INTERNATIONAL FLAVORS&FRAGRA | Basic Materials | 0.9% | $16.7m | 229,582 | 50% | added |
| 33 | PPL PPL CORP | Utilities | 0.9% | $15.1m | 394,351 | 0% | held |
| 34 | CNM CORE & MAIN INC | Industrials | 0.8% | $15.0m | 303,605 | – | new |
| 35 | ADP AUTOMATIC DATA PROCESSING IN | Technology | 0.8% | $14.3m | 70,578 | – | new |
| 36 | ABG ASBURY AUTOMOTIVE GROUP INC | Consumer Cyclical | 0.7% | $13.0m | 66,766 | 96% | added |
| 37 | YPF YPF SOCIEDAD ANONIMA | Energy | 0.7% | $12.8m | 277,192 | – | new |
| 38 | MUR MURPHY OIL CORP | Energy | 0.7% | $12.4m | 301,690 | – | new |
| 39 | CRGY CRESCENT ENERGY COMPANY | 0.7% | $11.8m | 875,200 | -67% | reduced | |
| 40 | SOC SABLE OFFSHORE CORP | 0.7% | $11.8m | 714,307 | – | new | |
| 41 | RAL RALLIANT CORP | Technology | 0.6% | $11.4m | 274,314 | 94% | added |
| 42 | GPI GROUP 1 AUTOMOTIVE INC | Consumer Cyclical | 0.6% | $11.2m | 33,745 | -4% | reduced |
| 43 | GM GENERAL MTRS CO | Consumer Cyclical | 0.6% | $10.9m | 146,532 | -20% | reduced |
| 44 | BTE BAYTEX ENERGY CORP | Energy | 0.6% | $10.4m | 2,327,328 | -30% | reduced |
| 45 | PR PERMIAN RESOURCES CORP | Energy | 0.6% | $10.3m | 484,040 | – | new |
| 46 | ISHARES TR | 0.6% | $10.2m | 181,454 | – | new | |
| 47 | VST VISTRA CORP | Utilities | 0.6% | $10.2m | 67,800 | – | new |
| 48 | TRGP TARGA RES CORP | Energy | 0.6% | $10.1m | 40,211 | – | new |
| 49 | CVE CENOVUS ENERGY INC | Energy | 0.6% | $10.1m | 379,748 | – | new |
| 50 | VLO VALERO ENERGY CORP | Energy | 0.6% | $9.8m | 39,777 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.