OnyxPoint Global Management LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
OnyxPoint Global Management LP disclosed 8 US equity positions worth $185.6m in its Q3 2025 13F filing. The largest position was PR at 57.9% of the reported book, followed by TLN and CHRD. Against the Q2 2025 filing, it opened 1 new position, added to 0 and reduced 2 among the top 8 holdings.
What did OnyxPoint Global Management LP own in Q3 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | PR PERMIAN RESOURCES CORP | Energy | 57.9% | $107.5m | 8,395,106 | 0% | held |
| 2 | TLN TALEN ENERGY CORP | Utilities | 23.6% | $43.8m | 102,934 | -19% | reduced |
| 3 | CHRD CHORD ENERGY CORPORATION | Energy | 4.9% | $9.1m | 91,715 | 0% | held |
| 4 | EXPAND ENERGY CORPORATION | 4.4% | $8.2m | 84,578 | 0% | held | |
| 5 | OCCIDENTAL PETE CORP | 3.1% | $5.8m | 228,381 | 0% | held | |
| 6 | RIOT RIOT PLATFORMS INC | Financial Services | 2.4% | $4.4m | 232,206 | – | new |
| 7 | VST VISTRA CORP | Utilities | 2.0% | $3.8m | 19,346 | -68% | reduced |
| 8 | CORZ CORE SCIENTIFIC INC NEW | Technology | 1.6% | $3.0m | 168,622 | 0% | held |
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.