Mercuria Capital Strategies, LLC
Top Portfolio Positions
19 positions ·
$237,736,664 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TNK |
Teekay Tankers Ltd.
Energy
|
1,778,956 | $130,433,053 | 54.86% | |
| LYB |
LyondellBasell Industries N.V.
Basic Materials
|
407,122 | $32,797,748 | 13.80% | |
| BCSS |
Bain Capital GSS Investment Corp.
Financial Services
|
1,545,878 | $15,631,918 | 6.58% | |
| ALUB |
Alussa Energy Acquisition Corp. II
Financial Services
|
1,000,000 | $9,980,000 | 4.20% | |
| VG |
Venture Global, Inc.
Energy
|
580,046 | $9,141,524 | 3.85% | |
| DMII |
Drugs Made In America Acquisition II Corp.
Financial Services
|
750,000 | $7,477,500 | 3.15% | |
| IPCX |
Inflection Point Acquisition Corp. III
Financial Services
|
535,000 | $5,465,025 | 2.30% | |
| GSRF |
GSR IV Acquisition Corp.
Financial Services
|
500,000 | $5,015,000 | 2.11% | |
| GIW |
GigCapital8 Corp.
Financial Services
|
500,000 | $4,985,000 | 2.10% | |
| TVA |
Texas Ventures Acquisition III Corp
Financial Services
|
347,500 | $3,610,525 | 1.52% |
Portfolio Trend
6 quarters · across all stocks
Holdings in TVA
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,610,525 | 347,500 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,325,000 | 500,000 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||