PICKERING ENERGY PARTNERS LP

Est. AUM

$47.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CRESCENT ENERGY COMPANY	CL A COM	$40.5M	2990321	85.97%	SOLE
2	SABLE OFFSHORE CORP	COM SHS	$1.3M	80000	2.81%	SOLE
3	TRANSPORTADORA DE GAS DEL SU	SPONSORED ADS B	$554K	16000	1.18%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$545K	3000	1.16%	SOLE
5	SM ENERGY COMPANY	COM	$468K	15000	0.99%	SOLE
6	YPF SOCIEDAD ANONIMA	SPON ADR CL D	$462K	10000	0.98%	SOLE
7	DIREXION SHARES ETF TRUST	DAILY S&P OIL &	$442K	10000	0.94%	SOLE
8	VISTA ENERGY S.A.B. DE C.V.	SPONSORED ADS	$377K	5000	0.80%	SOLE
9	EXPAND ENERGY CORPORATION	COM	$329K	3000	0.70%	SOLE
10	PERMIAN RESOURCES CORP	CLASS A COM	$320K	15000	0.68%	SOLE
11	SELECT SECTOR SPDR TR	STATE STREET ENE	$306K	5000	0.65%	SOLE
12	EQT CORP	COM	$286K	4500	0.61%	SOLE
13	DEVON ENERGY CORP NEW	COM	$252K	5000	0.54%	SOLE
14	ANTERO RESOURCES CORP	COM	$212K	5000	0.45%	SOLE
15	MURPHY OIL CORP	COM	$206K	5000	0.44%	SOLE
16	DIAMONDBACK ENERGY INC	COM	$198K	1000	0.42%	SOLE
17	WESTLAKE CORPORATION	COM	$117K	1000	0.25%	SOLE
18	PATTERSON-UTI ENERGY INC	COM	$108K	10000	0.23%	SOLE
19	CANADIAN NAT RES LTD MED TER	COM	$97K	2000	0.21%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.