Arkolith/Funds/Corigliano Investment Advisers, LLC

Corigliano Investment Advisers, LLC

CIK 2031771
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·One quarter behind·13F-HR
Active Filer

Corigliano Investment Advisers, LLC holds a focused book of 37 stocks worth $255.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter Forgent Power Solutions Inc first appears in 13F filings, a listing rather than a purchase; they opened Imperial Oil Ltd and trimmed Antero Resources Corp. Their largest long position is Antero Resources Corp at 10% of the equity book.

Opened
15
bought for the first time
+12 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
20
exited the position entirely
+17 more · largest first, by prior value

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
39%
Top 10 holdings
60%
Top 20 holdings
84%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

100% mapped to company sectors

Energy
82%
Industrials
10%
Utilities
8%

+3 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Corigliano Investment Advisers, LLC

Manager / fundShared namesTheir $ in those
Palo Duro Investment Partners, LP7 / 37$254.9M
Recurrent Investment Advisors LLC11 / 37$714.7M
Fearnley Asset Management As5 / 37$130.8M
Sourcerock Group LLC5 / 37$896.5M
Goodlander Investment Management, LLC3 / 37$100.0M
RR Advisors, LLC7 / 37$104.3M
SIR Capital Management, L.P.15 / 37$316.9M
Ninepoint Partners LP10 / 37$368.6M

Ranked by the share of each fund's own book sitting in the names it shares with Corigliano Investment Advisers, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

37 positions
#SecurityValueShares% PortLast moveHistory
1Antero Resources Corp
COM
$26.2M617.8K
10.2%
−32%
Reduced · −290K sh
2Diamondback Energy Inc
COM
$24.5M123.9K
9.6%
+633%
Added · +107K sh
3SM Energy Company
COM
$17.5M560.0K
6.8%
+21%
Added · +97K sh
4Gulfport Energy Corp
COMMON SHARES
$17.2M81.1K
6.7%
25×
Added · +78K sh
5Suncor Energy Inc New
COM
$15.5M234.1K
6.0%
−40%
Reduced · −154K sh
6Magnolia Oil & Gas Corp
CL A
$12.6M398.0K
4.9%
−35%
Reduced · −219K sh
7BKV Corp
COM
$11.8M413.1K
4.6%
+90%
Added · +195K sh
8Imperial Oil Ltd
COM NEW
$10.9M83.7K
4.3%
New
New position
9Matador Res Co
COM
$8.9M140.2K
3.5%
−44%
Reduced · −112K sh
10Patterson-Uti Energy Inc
COM
$8.3M769.6K
3.3%
New
New position
11Venture Global Inc
COM CL A
$7.7M486.6K
3.0%
New
New position
12California Res Corp
COM STOCK
$7.6M109.7K
3.0%
New
New position
13Williams Cos Inc
COM
$7.5M103.2K
2.9%
−49%
Reduced · −98K sh
14Cenovus Energy Inc
COM
$6.3M236.5K
2.5%
−57%
Reduced · −309K sh
15Torm PLC
SHS CL A
$6.2M222.0K
2.4%
+189%
Added · +145K sh
16Phillips 66
COM
$5.8M32.0K
2.3%
New
New position
17Comstock Res Inc
COM
$5.3M250.4K
2.1%
+440%
Added · +204K sh
18BP PLC
SPONSORED ADR
$5.3M112.0K
2.1%
New
New position
19Scorpio Tankers Inc
SHS
$5.2M70.0K
2.0%
+5.4%
Added · +4K sh
20Hafnia Ltd
SHS
$5.1M668.5K
2.0%
+0.8%
Added · +5K sh
21Sunoco Lp/sunoco Fin Corp
COM UT REP LP
$5.0M77.4K
2.0%
New
New position
22Technipfmc PLC
COM
$4.9M70.7K
1.9%
+388%
Added · +56K sh
23Par Pac Holdings Inc
COM NEW
$4.6M73.2K
1.8%
New
New position
24PBF Energy Inc
CL A
$4.5M94.8K
1.8%
New
New position
25Transocean Ltd
REGISTERED SHS
$3.5M533.9K
1.4%
New
New position
26Liberty Energy Inc
COM CL A
$3.2M110.2K
1.2%
−47%
Reduced · −97K sh
27Oceaneering Intl Inc
COM
$2.9M82.6K
1.1%
New
New position
28Kinder Morgan Inc Del
COM
$2.7M82.0K
1.1%
New
New position
29Baker Hughes Company
CL A
$2.6M43.2K
1.0%
New
New position
30Eog Res Inc
COM
$2.3M15.8K
0.9%
New
New position
31Targa Res Corp
COM
$2.0M8.0K
0.8%
New
New position
32Proshares TR II
ULTRA BLOOMBERG
$742K46.0K
0.3%
+11%
Added · +4K sh
33Terawulf Inc
COM
$505K35.0K
0.2%
−26%
Reduced · −12K sh
34Forgent Power Solutions Inc
COM SHS CL A
$351K12.0K
0.1%
Listed
Newly reportable
35Solaris Energy Infras Inc
COM CL A
$283K5.0K
0.1%
−96%
Reduced · −115K sh
36Riot Platforms Inc
COM
$272K22.0K
0.1%
+69%
Added · +9K sh
37MP Materials Corp
COM CL A
$217K4.5K
0.1%
−10%
Reduced · −500 sh
Showing all 37 positions
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Filing history

As-of date vs the date the SEC received each filing

$317.5M · Q2 2025Q2 2025 · $317.5MQ1 2026 · $255.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202645d37$255.9M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d41$281.5M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d44$310.1M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d43$317.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.