VIKING FUND MANAGEMENT LLC

Position in SHLS — Shoals Technologies Group, Inc.

CIK 1169069 MINOT, ND

Position in SHLS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$990,000

+$134,600 QoQ

Shares Held

100,000

-23.1% QoQ

Ownership

0.059%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#103

of 272 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

VIKING FUND MANAGEMENT LLC holds $5,613,260 across 3 Solar names. SHLS ranks #3 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FSLR	First Solar, Inc.	10,000	$2,359,600
2	NXT	Nextpower Inc.	19,000	$2,263,660
3	SHLS	Shoals Technologies Group, Inc. This page	100,000	$990,000

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$990,000	100,000	-23.1%	Shares	Sole	2026-07-13
2026-03-31	$855,400	130,000	0.0%	Shares	Sole	2026-04-10
2025-12-31	$1,105,000	130,000	-13.3%	Shares	Sole	2026-01-12
2025-09-30	$1,111,500	150,000	-23.1%	Shares	Sole	2025-10-10
2025-06-30	$828,750	195,000	-9.3%	Shares	Sole	2025-07-11
2025-03-31	$713,800	215,000	0.0%	Shares	Sole	2025-04-10
2024-12-31	$1,188,950	215,000	0.0%	Shares	Sole	2025-01-17
2024-09-30	$1,206,150	215,000	+10.3%	Shares	Sole	2024-10-11
2024-06-30	$1,216,800	195,000	+21.9%	Shares	Sole	2024-07-16
2024-03-31	$1,788,800	160,000	+33.3%	Shares	Sole	2024-04-15
2023-12-31	$1,864,800	120,000	+27.7%	Shares	Sole	2024-01-17
2023-09-30	$1,715,500	94,000	+74.1%	Shares	Sole	2023-10-16
2023-06-30	$1,380,240	54,000	0.0%	Shares	Sole	2023-07-20
2023-03-31	$1,230,660	54,000	+50.0%	Shares	Sole	2023-04-17
2022-12-31	$888,120	36,000	0.0%	Shares	Sole	2023-02-02
2022-09-30	$775,800	36,000	0.0%	Shares	Sole	2022-10-12
2022-06-30	$593,280	36,000	0.0%	Shares	Sole	2022-07-18
2022-03-31	$613,440	36,000	+16.1%	Shares	Sole	2022-04-28
2021-12-31	$753,300	31,000	+14.8%	Shares	Sole	2022-01-14
2021-09-30	$752,760	27,000	0.0%	Shares	Sole	2021-10-18
2021-06-30	$958,500	27,000	+8.0%	Shares	Sole	2021-07-19
2021-03-31	$869,500	25,000	—	Shares	Sole	2021-04-26
No filing history on record for this holder in this stock.