PICKERING ENERGY PARTNERS LP
CIK
1979670
Location
HOUSTON, TX
Portfolio Value
Micro
$35,987,913
Diversification
Highly concentrated
Files via
SailingStone Capital Partners LLC
Filing Date
Global Rank
#8,631
/ 8,794
▼ 160
· as of Jun 2026
Top Industry
Oil & Gas E&P
96.1%
Period ended 3 months ago
Filed Aug 14, 2026 · 52d
13 quarters · since Jun 2023
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
12 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
87.4%
+0.1 pts
Top 5
94.1%
+0.8 pts
Top 10
98.8%
+1.8 pts
HHI
7,660
Highly concentrated+20
Portfolio Trend
13 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Energy | 98.1% | $35,312,693 |
| Unclassified | 1.9% | $675,220 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SOC | Sable Offshore Corp. | +120,000 | 200,000 | $616,000 | |
| CRGY | Crescent Energy Co | +61,500 | 3,203,978 | $31,463,063 | |
| PTEN | Patterson Uti Energy Inc | +21,500 | 31,500 | $289,170 | |
| SM | SM Energy Co | +8,500 | 23,500 | $613,350 | |
| VIST | Vista Energy, S.A.B. de C.V. | +6,000 | 11,000 | $701,800 | |
| CNQ | CANADIAN NATURAL RESOURCES Ltd | +4,000 | 6,000 | $237,000 | |
| DVN | Devon Energy Corp/De | +2,500 | 7,500 | $309,900 | |
| FANG | Diamondback Energy, Inc. | +1,000 | 2,000 | $351,560 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | −1,000 | 4,000 | $212,440 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TGS | Gas Transporter Of The South Inc | 16,000 | $553,760 | |
| EXE | EXPAND ENERGY Corp | 3,000 | $329,340 | |
| EQT | EQT Corp | 4,500 | $286,380 | |
| AR | ANTERO RESOURCES Corp | 5,000 | $212,200 | |
| MUR | Murphy Oil Corp | 5,000 | $206,250 | |
| WLK | Westlake Corp | 1,000 | $116,820 | |
| AAPD | Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF | 10,000 | $0 | |
| No positions match the current search. | ||||
12 tracked positions ·
$35,987,913 total
· filing declares
12 positions · $35,987,914
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CRGY |
Crescent Energy Co
Energy
|
Added | 3,203,978 | $31,463,063 | 87.43% | |
| VIST |
Vista Energy, S.A.B. de C.V.
Energy
|
Added | 11,000 | $701,800 | 1.95% | |
| SOC |
Sable Offshore Corp.
Energy
|
Added | 200,000 | $616,000 | 1.71% | |
| SM |
SM Energy Co
Energy
|
Added | 23,500 | $613,350 | 1.70% | |
|
|
Held | 3,000 | $462,780 | 1.29% | ||
| YPF |
Ypf Sociedad Anonima
Energy
|
Held | 10,000 | $454,700 | 1.26% | |
| FANG |
Diamondback Energy, Inc.
Energy
|
Added | 2,000 | $351,560 | 0.98% | |
| DVN |
Devon Energy Corp/De
Energy
|
Added | 7,500 | $309,900 | 0.86% | |
| PTEN |
Patterson Uti Energy Inc
Energy
|
Added | 31,500 | $289,170 | 0.80% | |
| PR |
Permian Resources Corp
Energy
|
Held | 15,000 | $276,150 | 0.77% | |
| CNQ |
CANADIAN NATURAL RESOURCES Ltd
Energy
|
Added | 6,000 | $237,000 | 0.66% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
Reduced | 4,000 | $212,440 | 0.59% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.