ExodusPoint Capital Management, LP
Position in AESI — Atlas Energy Solutions Inc.
CIK 1736225
NEW YORK, NY
Position in AESI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$623,854
-$5,071,695 QoQ
Shares Held
37,559
-91.3% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#130
of 283 holders
Holding Since
Mar 2025
4 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, 2026ExodusPoint Capital Management, LP holds $41,228,386 across 15 Oil & Gas Equipment & Services names. AESI ranks #11 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAL |
Halliburton Co
|
475,892 | $16,156,533 | |
| 2 | NESR |
National Energy Services Reunited Corp.
|
205,935 | $6,163,634 | |
| 3 | TS |
Tenaris SA
|
92,044 | $5,107,521 | |
| 4 | FTI |
TechnipFMC plc
|
67,085 | $4,447,735 | |
| 5 | AROC |
Archrock, Inc.
|
41,860 | $1,704,120 | |
| 6 | VTOL |
Bristow Group Inc.
|
37,888 | $1,565,532 | |
| 7 | LBRT |
Liberty Energy Inc.
|
56,418 | $1,477,587 | |
| 8 | NEXT |
NextDecade Corp
|
168,921 | $1,273,664 |
All Filings in AESI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $623,854 | 37,559 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,695,549 | 434,112 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,158,593 | 229,150 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $2,522,558 | 141,399 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||