Position in NEXT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,770,000
+$323,000 QoQ
Shares Held
500,000
+11.1% QoQ
Ownership
0.189%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#2
of 7 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NEXT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026VIKING FUND MANAGEMENT LLC holds $34,597,890 across 8 Oil & Gas Equipment & Services names. NEXT ranks #5 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KGS |
Kodiak Gas Services, Inc.
|
100,000 | $7,513,000 | |
| 2 | AROC |
Archrock, Inc.
|
180,000 | $7,327,800 | |
| 3 | BKR |
Baker Hughes Co
|
130,000 | $7,215,000 | |
| 4 | LB |
LandBridge Co LLC
|
56,000 | $4,437,440 | |
| 5 | NEXT |
NextDecade Corp
This page
|
500,000 | $3,770,000 | |
| 6 | FTI |
TechnipFMC plc
|
40,000 | $2,652,000 | |
| 7 | TS |
Tenaris SA
|
25,000 | $1,387,250 | |
| 8 | XPRO |
Expro Group Holdings N.V.
|
20,000 | $295,400 |
All Filings in NEXT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,770,000 | 500,000 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,447,000 | 450,000 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||