Orchard Capital Management, LLC

Position in AESI — Atlas Energy Solutions Inc.

CIK 1858319 Chicago, IL

Position in AESI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,249,686

+$275,540 QoQ

Shares Held

75,237

+1.3% QoQ

Ownership

0.060%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

#112

of 283 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Orchard Capital Management, LLC holds $7,974,151 across 4 Oil & Gas Equipment & Services names. AESI ranks #3 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TDW	Tidewater Inc	48,760	$3,248,878
2	NOA	North American Construction Group Ltd.	226,537	$3,012,942
3	AESI	Atlas Energy Solutions Inc. This page	75,237	$1,249,686
4	SEI	Solaris Energy Infrastructure, Inc.	5,750	$462,645

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,249,686	75,237	+1.3%	Shares	Sole	2026-08-12
2026-03-31	$974,146	74,249	0.0%	Shares	Sole	2026-05-13
2025-12-31	$699,425	74,249	+2.6%	Shares	Sole	2026-02-12
2025-09-30	$823,097	72,392	+3.3%	Shares	Sole	2025-11-12
2025-06-30	$937,210	70,098	-56.8%	Shares	Sole	2025-08-13
2025-03-31	$2,894,040	162,222	+1653.6%	Shares	Sole	2025-05-15
2024-12-31	$205,187	9,251	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.