Position in AESI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$885,977
+$730,309 QoQ
Shares Held
53,340
+349.6% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#117
of 282 holders
Holding Since
Dec 2025
3 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, 2026AXQ CAPITAL, LP holds $3,837,569 across 9 Oil & Gas Equipment & Services names. AESI ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAL |
Halliburton Co
|
39,195 | $1,330,670 | |
| 2 | AESI |
Atlas Energy Solutions Inc.
This page
|
53,340 | $885,977 | |
| 3 | NOV |
NOV Inc.
|
26,622 | $493,838 | |
| 4 | ACDC |
ProFrac Holding Corp.
|
45,301 | $263,198 | |
| 5 | CLB |
Core Laboratories Inc. /DE/
|
19,305 | $224,903 | |
| 6 | PUMP |
ProPetro Holding Corp.
|
15,263 | $218,871 | |
| 7 | HLX |
Helix Energy Solutions Group Inc
|
22,247 | $194,438 | |
| 8 | GEOS |
Geospace Technologies Corp
|
19,637 | $132,942 |
All Filings in AESI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $885,977 | 53,340 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $155,668 | 11,865 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $100,907 | 10,712 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||