Position in CNX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,674,958
+$664,151 QoQ
Shares Held
43,449
+58.1% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CNX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Neo Ivy Capital Management holds $11,278,414 across 11 Oil & Gas E&P names. CNX ranks #4 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRGY |
Crescent Energy Co
|
197,954 | $2,672,379 | |
| 2 | EXE |
EXPAND ENERGY Corp
|
22,389 | $2,457,864 | |
| 3 | MUR |
Murphy Oil Corp
|
56,215 | $2,318,868 | |
| 4 | CNX |
CNX Resources Corp
This page
|
43,449 | $1,674,958 | |
| 5 | CRK |
Comstock Resources Inc
|
21,865 | $460,914 | |
| 6 | EOG |
Eog Resources Inc
|
2,780 | $401,904 | |
| 7 | APA |
APA Corp
|
9,445 | $400,845 | |
| 8 | RRC |
Range Resources Corp
|
7,893 | $356,605 |
All Filings in CNX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,674,958 | 43,449 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,010,807 | 27,490 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,618,061 | 112,642 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $2,056,399 | 65,324 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,429,689 | 38,988 | Shares | Sole | 2025-02-18 | |
| 2024-06-30 | $804,816 | 33,120 | Shares | Sole | 2024-07-19 | |
| 2023-09-30 | $25,741 | 1,140 | Shares | Sole | 2023-11-30 | |
| 2022-09-30 | $22,813 | 1,469 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $46,137 | 2,803 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $732,907 | 35,372 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $293,232 | 21,326 | Shares | Sole | 2022-02-15 | |
| 2021-03-31 | $8,026 | 546 | Shares | Sole | 2021-10-07 | |
| No filing history on record for this holder in this stock. | ||||||