Which hedge funds own HNRG? HALLADOR ENERGY COMPANY, Q2 2026 13F holders
38 tracked hedge funds disclosed a position in HNRG (HALLADOR ENERGY COMPANY) in their Q2 2026 13F filings, worth $168.9m in total. The largest holder by portfolio weight is Dayah Capital LLC at 13.0% of its book. 14 opened a new position this quarter: Highland Peak Capital, LLC, Tyro Capital Management LLC, Beartown Capital Management, LLC, GeoSphere Capital Management, LLC. 9 exited: Western Standard LLC, Steamboat Capital Partners, LLC, Nokomis Capital, L.L.C..
- 38
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 14
- 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.
- $47.4m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $20.7m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $169m
- Combined value Sum of the holders' reported positions in the security.
- 3.1%
- 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
| Western Standard LLC | 2.0% | $3.7m |
| Steamboat Capital Partners, LLC | 0.8% | $3.3m |
| Nokomis Capital, L.L.C. | 0.7% | $2.2m |
| Empyrean Capital Partners, LP | 0.3% | $8.1m |
| Mirabella Financial Services LLP | 0.02% | $211k |
| Magnetar Financial LLC | 0.0% | $232k |
| Marshall Wace, LLP | 0.0% | $2.1m |
| Qube Research & Technologies Ltd | 0.0% | $795k |
| Freestone Grove Partners LP | 0.0% | $16 |
Ownership over time
Who discovered HNRG first? Beta
The run: Q3 2020 → Q3 2023, ×22
| Highland Peak Capital, LLC high conviction | Q1 2025 | – | +4.0 pts |
| Apis Capital Advisors, LLC high conviction | Q4 2024 | – | +3.7 pts |
| Garnet Equity Capital Holdings, Inc. | Q2 2025 | – | +0.9 pts |
| Cove Street Capital | Q2 2022 | – | +0.8 pts |
| Nokomis Capital, L.L.C. | Q1 2025 | – | +0.7 pts |
| GeoSphere Capital Management, LLC | Q1 2025 | – | +0.5 pts |
| OnyxPoint Global Management LP | Q4 2024 | – | +0.1 pts |
| Bandera Partners LLC | Q3 2014 | – | −0.2 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.