Which hedge funds own AESI? ATLAS ENERGY SOLUTIONS INC, Q2 2026 13F holders
51 tracked hedge funds disclosed a position in AESI (ATLAS ENERGY SOLUTIONS INC) in their Q2 2026 13F filings, worth $415.0m in total. The largest holder by portfolio weight is Webs Creek Capital Management LP at 6.6% of its book. 31 opened a new position this quarter: Webs Creek Capital Management LP, Palo Duro Investment Partners, LP, Tejara Capital Ltd, Empyrean Capital Partners, LP. 9 exited: SG Capital Management LLC, Corient IA LP, Readystate Asset Management LP.
- 51
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 31
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 9
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $232m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $12.0m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $415m
- Combined value Sum of the holders' reported positions in the security.
- 4.1%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| SG Capital Management LLC | 0.2% | $2.3m |
| Corient IA LP | 0.1% | $131k |
| Readystate Asset Management LP | 0.09% | $1.5m |
| Lighthouse Investment Partners, LLC | 0.08% | $2.1m |
| Verition Fund Management LLC | 0.02% | $2.3m |
| SummitTX Capital, L.P. | 0.02% | $590k |
| Walleye Capital LLC | 0.02% | $2.6m |
| Dark Forest Capital Management LP | 0.01% | $158k |
| Aquatic Capital Management LLC | 0.01% | $455k |
Ownership over time
Who discovered AESI first? Beta
| Encompass Capital Advisors LLC | Q1 2026 | +1.3 pts |
| HITE Hedge Asset Management LLC | Q1 2023 | +0.8 pts |
| Manatuck Hill Partners, LLC | Q4 2025 | +0.6 pts |
| MSD Partners, L.P. | Q3 2024 | 0.0 pts |
| Ghisallo Capital Management LLC | Q1 2023 | −0.2 pts |
| Alpine Woods Capital Investors, LLC | Q1 2025 | −0.2 pts |
| Seven Grand Managers, LLC | Q2 2023 | −0.3 pts |
| First Sabrepoint Capital Management LP high conviction | Q1 2024 | −0.9 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.