OnyxPoint Global Management LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
OnyxPoint Global Management LP disclosed 7 US equity positions worth $189.0m in its Q2 2025 13F filing. The largest position was PR at 60.5% of the reported book, followed by TLN and VST. Against the Q1 2025 filing, it opened 1 new position, added to 0 and reduced 5 among the top 7 holdings.
What did OnyxPoint Global Management LP own in Q2 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | PR PERMIAN RESOURCES CORP | Energy | 60.5% | $114.3m | 8,395,106 | -0% | held |
| 2 | TLN TALEN ENERGY CORP | Utilities | 19.7% | $37.2m | 127,767 | -2% | reduced |
| 3 | VST VISTRA CORP | Utilities | 6.3% | $11.9m | 61,267 | -2% | reduced |
| 4 | EXPAND ENERGY CORPORATION | 4.8% | $9.2m | 84,578 | -1% | reduced | |
| 5 | CHRD CHORD ENERGY CORPORATION | Energy | 4.7% | $8.9m | 91,636 | -2% | reduced |
| 6 | OCCIDENTAL PETE CORP | 2.5% | $4.7m | 228,175 | -2% | reduced | |
| 7 | CORZ CORE SCIENTIFIC INC NEW | Technology | 1.5% | $2.9m | 168,622 | – | 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.