Position in AESI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$73,333
-$159,888 QoQ
Shares Held
4,415
-75.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#211
of 282 holders
Holding Since
Mar 2026
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, 2026Bayforest Capital Ltd holds $1,036,723 across 11 Oil & Gas Equipment & Services names. AESI ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAL |
Halliburton Co
|
7,753 | $263,214 | |
| 2 | WHD |
Cactus, Inc.
|
4,003 | $205,073 | |
| 3 | NESR |
National Energy Services Reunited Corp.
|
5,178 | $154,977 | |
| 4 | NOV |
NOV Inc.
|
7,639 | $141,703 | |
| 5 | OII |
Oceaneering International Inc
|
1,873 | $75,893 | |
| 6 | AESI |
Atlas Energy Solutions Inc.
This page
|
4,415 | $73,333 | |
| 7 | BKR |
Baker Hughes Co
|
820 | $45,510 | |
| 8 | LBRT |
Liberty Energy Inc.
|
1,320 | $34,570 |
All Filings in AESI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,333 | 4,415 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $233,221 | 17,776 | Shares | Sole | 2026-04-15 | |
| No filing history on record for this holder in this stock. | ||||||