Position in AESI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$53,317,203
+$52,913,217 QoQ
Shares Held
3,209,946
+17523.5% QoQ
Ownership
2.57%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#7
of 279 holders
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AESI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $1,099,959,016 across 38 Oil & Gas Equipment & Services names. AESI ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAL |
Halliburton Co
|
6,164,070 | $209,270,176 | |
| 2 | SEI |
Solaris Energy Infrastructure, Inc.
|
1,979,861 | $159,299,616 | |
| 3 | KGS |
Kodiak Gas Services, Inc.
|
2,103,821 | $158,060,071 | |
| 4 | AROC |
Archrock, Inc.
|
2,682,046 | $109,186,092 | |
| 5 | NOV |
NOV Inc.
|
4,105,593 | $76,158,750 | |
| 6 | FTI |
TechnipFMC plc
|
875,052 | $58,015,947 | |
| 7 | AESI |
Atlas Energy Solutions Inc.
This page
|
3,209,946 | $53,317,203 | |
| 8 | LB |
LandBridge Co LLC
|
518,850 | $41,113,674 |
All Filings in AESI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,317,203 | 3,209,946 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $403,986 | 18,214 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $780,047 | 35,782 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,279,673 | 114,384 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,199,267 | 185,644 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,310,648 | 250,328 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||