Which hedge funds own EGY? VAALCO ENERGY INC, Q2 2026 13F holders
15 tracked hedge funds disclosed a position in EGY (VAALCO ENERGY INC) in their Q2 2026 13F filings, worth $30.9m in total. The largest holder by portfolio weight is First Sabrepoint Capital Management LP at 7.2% of its book. 4 opened a new position this quarter: Persistent Asset Partners Ltd, Marshall Wace, LLP, Jain Global LLC, Citadel Advisors LLC. 9 exited: Verdad Advisers, LP, Caption Management, LLC, Mirabella Financial Services LLP.
- 15
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 4
- 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.
- $3.4m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $3.2m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $30.9m
- Combined value Sum of the holders' reported positions in the security.
- 1.2%
- 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
| First Sabrepoint Capital Management LP Hedge fund | 7.2% | +136% | added |
| Diametric Capital, LP Hedge fund | 0.2% | +74% | added |
| Capricorn Fund Managers Ltd Hedge fund | 0.02% | 0.0% | held |
| Persistent Asset Partners Ltd Hedge fund | 0.02% | – | new |
| Quantbot Technologies LP Hedge fund | 0.02% | −30% | reduced |
| Prelude Capital Management, LLC Hedge fund | 0.01% | −26% | reduced |
| Renaissance Technologies LLC Hedge fund | 0.01% | −9.2% | reduced |
| Marshall Wace, LLP Hedge fund | 0.0% | – | new |
| Jain Global LLC Hedge fund | 0.0% | – | new |
| Brevan Howard Capital Management LP Hedge fund | 0.0% | −65% | reduced |
| D. E. Shaw & Co., Inc. Hedge fund | 0.0% | +145% | added |
| Millennium Management LLC Hedge fund | 0.0% | −74% | reduced |
| Citadel Advisors LLC Hedge fund | 0.0% | – | new |
| AQR Capital Management LLC Hedge fund | 0.0% | −53% | reduced |
| Two Sigma Investments, LP Hedge fund | 0.0% | −58% | reduced |
Exited since the previous filing
| Verdad Advisers, LP | 0.1% | $132k |
| Caption Management, LLC | 0.03% | $544k |
| Mirabella Financial Services LLP | 0.02% | $252k |
| Boothbay Fund Management, LLC | 0.0% | $197k |
| Caxton Associates LLP | 0.0% | $116k |
| Balyasny Asset Management L.P. | 0.0% | $630k |
| Schonfeld Strategic Advisors LLC | 0.0% | $69.5k |
| Arrowstreet Capital, Limited Partnership | 0.0% | $1.0m |
| Point72 Asset Management, L.P. | 0.0% | $260k |
Ownership over time
Who discovered EGY first? Beta
The run: Q3 2020 → Q2 2022, +594%
| First Sabrepoint Capital Management LP high conviction | Q4 2022 | – | +0.7 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.