Position in AESI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$498,300
+$104,700 QoQ
Shares Held
30,000
0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#144
of 283 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, 2026Pavaki Capital Management LLC holds $7,556,076 across 9 Oil & Gas Equipment & Services names. AESI ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
61,000 | $2,835,890 | |
| 2 | HAL |
Halliburton Co
|
46,000 | $1,561,700 | |
| 3 | BKR |
Baker Hughes Co
|
15,000 | $832,500 | |
| 4 | KGS |
Kodiak Gas Services, Inc.
|
10,500 | $788,865 | |
| 5 | AESI |
Atlas Energy Solutions Inc.
This page
|
30,000 | $498,300 | |
| 6 | EFXT |
Enerflex Ltd.
|
20,000 | $490,200 | |
| 7 | WFRD |
Weatherford International plc
|
3,000 | $244,500 | |
| 8 | OMSE |
OMS Energy Technologies Inc.
|
39,850 | $153,821 |
All Filings in AESI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,300 | 30,000 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $393,600 | 30,000 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||