account_balance
Investment manager · 13F filer · SEC CIK 2048079
Mercuria Capital Strategies, LLC
Reported value$175Mas of Sep 30, 2026
Positions29 15 new, 9 sold out
Top 10 weight86.1%TNK alone is 20%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TNKTeekay Tankers Ltd
20.2%New
FROFrontline PLC
15.0%New
DHTDHT Holdings Inc
12.2%New
BCSSBain Cap GSS Invt Corp
9.1%
SHAZSharonai Holdings Inc
7.8%Trimmed −67%
ALUBAlussa Energy Acquisit Corp
5.8%
PALOPaloma Acquisition Corp I
5.7%New
DMIIDrugs Made In Amer Acq II Co
4.4%
GSRF2.9%GIW2.9%FCX2.5%IE2.3%TNKTeekay Tankers Ltd
20.2%New
FROFrontline PLC
15.0%New
DHTDHT Holdings Inc
12.2%New
BCSSBain Cap GSS Invt Corp
9.1%
SHAZ7.8%ALUB5.8%PALO5.7%DMII4.4%GSRFGIWFCX2.5%IEBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TNK Teekay Tankers Ltd 20.2% NewFRO Frontline PLC 15.0% NewDHT DHT Holdings Inc 12.2% NewBCSS Bain Cap GSS Invt Corp 9.1% HeldSHAZ Sharonai Holdings Inc 7.8% Trimmed −67%ALUB Alussa Energy Acquisit Corp 5.8% HeldPALO Paloma Acquisition Corp I 5.7% NewDMII Drugs Made In Amer Acq II Co 4.4% HeldGSRF GSR IV Acquisition Corp 2.9% HeldGIW Gigcapital8 Corp 2.9% HeldFCX Freeport Mcmoran Inc 2.5% Trimmed −68%IE Ivanhoe Electric Inc 2.3% New
What changed