Arkolith/Funds/LSP Investment Advisors, LLC

LSP Investment Advisors, LLC

CIK 1728850
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

LSP Investment Advisors, LLC holds a concentrated book of 18 reported positions worth $108.9M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Expand Energy Corp at 27% of the reported non-option book. Cloning the disclosed picks since 2025 would be +14% (+12.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
0
bought for the first time
no new positions
Added to
0
already held, bought more
no adds
Sold out
1
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+14.0%
+12.9%/yr · since Aug '25
Their reported book
+12.1%
held from quarter-end
S&P 500
+19.8%
same window
$10K$11K$12K$14K$15KAug '25Oct '25Jan '26Apr '26Jun '26Sep '26
LSP Investment Advisors, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 1.8 points over this window.

Growth of $10,000 cloning LSP Investment Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
79%
Top 10 holdings
95%
Top 20 holdings
100%

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

80% mapped to company sectors

Energy
68%
ETFs / funds
19%
Information Technology
7%
Consumer Discretionary
2%
Utilities
2%
No sector on file yet
1%

+1 sector below the cut, under 0.5% 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

No buys this quarter.

Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as LSP Investment Advisors, LLC

Manager / fundShared namesTheir $ in those
Ramsey Quantitative Systems2 / 18$95.0M
Marest Capital, LLC5 / 18$133.5M
Friends Of The Cornell Lab Of Ornithology, Inc.3 / 18$81.8M
Naman Capital Ltda3 / 18$203.5M
Trust Asset Management LLC5 / 18$997.6M
Altarock Partners LP2 / 18$2.2B
Shulman DeMeo Asset Management LLC5 / 18$281.9M
Share Andrew L.2 / 18$101.8M

Ranked by the share of each fund's own book sitting in the names it shares with LSP Investment Advisors, 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 position's share of the portfolio. Click a row for its position history.

18 positions
#SecurityValueShares% PortLast moveHistory
1Expand Energy Corporation
COM
$29.2M319.7K
26.8%
Held
2Eqt Corp
COM
$28.2M530.3K
25.9%
Held
3Gulfport Energy Corp
COMMON SHARES
$16.8M98.8K
15.4%
Held
4State STR SPDR S&P 500 ETF T
TR UNIT
$6.1M8.2K
5.6%
−55%
Reduced · −10K sh
5Alphabet Inc
CAP STK CL C
$5.6M15.7K
5.1%
−26%
Reduced · −6K sh
6Ishares TR
MSCI EMG MKT ETF
$5.5M80.0K
5.0%
−26%
Reduced · −29K sh
7Vaneck ETF Trust
GOLD MINERS ETF
$3.9M51.8K
3.6%
−26%
Reduced · −19K sh
8Ishares TR
RUSSELL 2000 ETF
$3.4M11.4K
3.1%
−26%
Reduced · −4K sh
9Amazon Com Inc
COM
$2.5M10.4K
2.3%
−26%
Reduced · −4K sh
10Microsoft Corp
COM
$2.3M6.1K
2.1%
−26%
Reduced · −2K sh
11Ishares Inc
MSCI JAPAN ETF
$2.1M22.1K
1.9%
−26%
Reduced · −8K sh
12Vaneck ETF Trust
JUNIOR GOLD MINE
$981K10.0K
0.9%
−26%
Reduced · −4K sh
13Exelon Corp
COM
$537K11.5K
0.5%
−13%
Reduced · −2K sh
14Centerpoint Energy Inc
COM
$526K11.9K
0.5%
−26%
Reduced · −4K sh
15Robinhood MKTS Inc
COM CL A
$438K4.4K
0.4%
Held
16Constellation Energy Corp
COM
$403K1.6K
0.4%
−26%
Reduced · −584 sh
17Public SVC Enterprise Group
COM
$319K3.9K
0.3%
−26%
Reduced · −1K sh
18Duke Energy Corp New
COM NEW
$285K2.3K
0.3%
−26%
Reduced · −810 sh
Showing all 18 positions
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Filing history

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

$188.1M · Q4 2025Q2 2025 · $139.4MQ2 2026 · $108.9M

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d18$108.9M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d19$137.7M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d21$188.1M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d22$166.4M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d20$139.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.