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Midas Edge

13-F holdings, Q2 2026

OnyxPoint Global Management LP

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$94M
Positions
14
Filed
Data as of

These holdings are as of , 132 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. PR$50.1M
    2,721,490 shares53.3% of the book
  2. RIOT$6.2M
    225,233 shares6.6% of the book
  3. CHRD$5.3M
    45,950 shares5.6% of the book
  4. EQT$4.7M
    88,122 shares5% of the book
  5. OXY-WS$4.3M
    161,104 shares4.6% of the book
  6. TLN$4.2M
    11,016 shares4.5% of the book
  7. VG$3.5M
    310,422 shares3.7% of the book
  8. PPTA$3.5M
    166,343 shares3.7% of the book
  9. EXE$3M
    32,566 shares3.2% of the book
  10. LBRT$2.7M
    104,166 shares2.9% of the book

What changed this quarter

1 new position and 3 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • VG

    VENTURE GLOBAL INC

    +$3.5M

    New

Largest sells

  • PR

    PERMIAN RESOURCES CORP

    −$88.8M

    -63.9% shares

  • TLN

    TALEN ENERGY CORP

    −$13.5M

    -76.1% shares

  • CORZ

    CORE SCIENTIFIC INC NEW

    −$8.9M

    Sold out, was 3.8% of the book

  • APA

    APA CORPORATION

    −$2.5M

    Sold out, was 1.1% of the book

  • OXY-WS

    OCCIDENTAL PETE CORP

    −$2.2M

    -33.4% shares

What was sold out, by size

  • 3 real positions, 0.25% of the book or more

Not counted as trades: FRVO (newly listed or spun off).

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.