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OnyxPoint Global Management LP 13F holdings, Q4 2025

Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →

OnyxPoint Global Management LP disclosed 7 US equity positions worth $177.9m in its Q4 2025 13F filing. The largest position was PR at 66.2% of the reported book, followed by TLN and EXPAND ENERGY CORPORATION. Against the Q3 2025 filing, it opened 0 new positions, added to 0 and reduced 3 among the top 7 holdings.

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What did OnyxPoint Global Management LP own in Q4 2025? Top 7 positions

#StockSectorWeightValueSharesΔ sharesvs Q3 2025
1 PR PERMIAN RESOURCES CORP Energy 66.2%$117.8m8,395,106 0% held
2 TLN TALEN ENERGY CORP Utilities 19.7%$35.1m93,663 -9% reduced
3 EXPAND ENERGY CORPORATION 4.8%$8.5m84,578 0% held
4 CHRD CHORD ENERGY CORPORATION Energy 4.3%$7.6m81,665 -11% reduced
5 OCCIDENTAL PETE CORP 2.0%$3.6m186,381 -18% reduced
6 RIOT RIOT PLATFORMS INC Financial Services 1.7%$2.9m232,206 0% held
7 CORZ CORE SCIENTIFIC INC NEW Technology 1.4%$2.5m168,622 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.