Position in AESI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$570,885
+$554,901 QoQ
Shares Held
34,370
+3735.9% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#137
of 282 holders
Holding Since
Mar 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AESI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Neo Ivy Capital Management holds $5,911,370 across 6 Oil & Gas Equipment & Services names. AESI ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAL |
Halliburton Co
|
67,756 | $2,300,316 | |
| 2 | BKR |
Baker Hughes Co
|
28,180 | $1,563,990 | |
| 3 | AESI |
Atlas Energy Solutions Inc.
This page
|
34,370 | $570,885 | |
| 4 | NESR |
National Energy Services Reunited Corp.
|
18,000 | $538,740 | |
| 5 | TDW |
Tidewater Inc
|
7,309 | $486,998 | |
| 6 | SLB |
Slb Limited/Nv
|
9,689 | $450,441 |
All Filings in AESI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $570,885 | 34,370 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $15,984 | 896 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||