Aquatic Capital Management LLC
Position in AESI — Atlas Energy Solutions Inc.
CIK 1803916
CHICAGO, IL
Position in AESI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$455,001
-$673,880 QoQ
Shares Held
34,680
-65.1% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AESI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026Aquatic Capital Management LLC holds $19,431,639 across 15 Oil & Gas Equipment & Services names. AESI ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LBRT |
Liberty Energy Inc.
|
195,708 | $5,636,390 | |
| 2 | LB |
LandBridge Co LLC
|
59,785 | $4,128,154 | |
| 3 | SEI |
Solaris Energy Infrastructure, Inc.
|
50,462 | $2,851,607 | |
| 4 | WBI |
WaterBridge Infrastructure LLC
|
98,710 | $2,644,440 | |
| 5 | WTTR |
Select Water Solutions, Inc.
|
67,539 | $1,033,346 | |
| 6 | FLOC |
Flowco Holdings Inc.
|
41,103 | $846,721 | |
| 7 | EFXT |
Enerflex Ltd.
|
34,956 | $731,279 | |
| 8 | AESI |
Atlas Energy Solutions Inc.
This page
|
34,680 | $455,001 |
All Filings in AESI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $455,001 | 34,680 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,128,881 | 99,286 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||