OnyxPoint Global Management LP
Net seller this quarter
$439M
14
-$123M
19.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PR | $50.1M | 11.41% | 0.33% | -63.9% | Q4 2023 |
 RIOT | $6.17M | 1.40% | 0.06% | -3.0% | Q3 2025 |
 CHRD | $5.25M | 1.20% | 0.08% | -3.0% | Q4 2022 |
 EQT | $4.69M | 1.07% | 0.01% | -3.0% | Q1 2026 |
 OXY | $4.29M | 0.98% | 0.02% | -33.4% | Q4 2022 |
 TLN | $4.23M | 0.96% | 0.02% | -76.1% | Q3 2024 |
 VG | $3.45M | 0.79% | Not reported | New | Q2 2026 |
 PPTA | $3.45M | 0.79% | 0.13% | -3.0% | Q1 2026 |
 EXE | $2.97M | 0.68% | 0.01% | -3.6% | Q4 2022 |
 LBRT | $2.73M | 0.62% | Not reported | -3.0% | Q1 2026 |
 MTDR | $2.16M | 0.49% | 0.04% | -3.0% | Q1 2026 |
 PSIX | $2.08M | 0.47% | 0.23% | -31.4% | Q1 2026 |
 TALO | $1.8M | 0.41% | 0.08% | -3.0% | Q1 2026 |
 FRVO | $585K | 0.13% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| PR | $161M | 37.89% | 1.00% | -10.1% | Q4 2023 |
| TLN | $14.7M | 3.46% | 0.10% | -50.8% | Q3 2024 |
| OXY | $10.4M | 2.45% | 0.02% | +29.9% | Q4 2022 |
 CORZ | $8.88M | 2.09% | 0.19% | +252.0% | Q2 2025 |
| CHRD | $6.73M | 1.59% | 0.08% | -42.0% | Q4 2022 |
| EQT | $5.78M | 1.36% | 0.01% | New | Q1 2026 |
| PPTA | $4.82M | 1.14% | 0.14% | New | Q1 2026 |
| PSIX | $4.74M | 1.12% | 0.34% | New | Q1 2026 |
| EXE | $3.71M | 0.87% | 0.01% | Not reported | Q4 2022 |
| LBRT | $3.09M | 0.73% | Not reported | New | Q1 2026 |
| RIOT | $2.87M | 0.68% | 0.06% | Not reported | Q3 2025 |
| MTDR | $2.83M | 0.67% | 0.04% | New | Q1 2026 |
 APA | $2.54M | 0.60% | 0.02% | New | Q1 2026 |
| TALO | $2.26M | 0.53% | 0.09% | New | Q1 2026 |
 PUMP | $2.05M | 0.48% | 0.12% | New | Q1 2026 |
| Q4 2025 | |||||
| PR | $118M | 32.79% | 1.12% | Not reported | Q4 2023 |
| TLN | $35.1M | 9.77% | 0.21% | -9.0% | Q3 2024 |
| CHRD | $7.57M | 2.11% | 0.14% | -11.0% | Q4 2022 |
| OXY | $3.59M | 1.00% | 0.02% | -18.4% | Q4 2022 |
| RIOT | $2.94M | 0.82% | 0.06% | Not reported | Q3 2025 |
| CORZ | $2.46M | 0.68% | 0.05% | Not reported | Q2 2025 |
| Q3 2025 | |||||
| PR | $107M | 13.41% | 1.05% | Not reported | Q4 2023 |
| TLN | $43.8M | 5.47% | 0.23% | -19.4% | Q3 2024 |
| CHRD | $9.11M | 1.14% | 0.16% | +0.1% | Q4 2022 |
| OXY | $5.82M | 0.73% | 0.02% | +0.1% | Q4 2022 |
| RIOT | $4.42M | 0.55% | 0.06% | New | Q3 2025 |
 VST | $3.79M | 0.47% | 0.01% | -68.4% | Q2 2024 |
| CORZ | $3.03M | 0.38% | 0.05% | Not reported | Q2 2025 |