Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fractal Investments LLC (CIK 1843590) reported $845.0M across 77 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MPLX ($117.1M, 13.85%), ET ($93.0M, 11.01%), PAA ($81.0M, 9.58%), EPD ($69.5M, 8.23%), WES ($65.0M, 7.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MPLX | MPLX LP | $117.1M | 13.85% | 2.1M | Hold |
| 2 | ET | ENERGY TRANSFER L P | $93.0M | 11.01% | 4.8M | Added |
| 3 | PAA | PLAINS ALL AMERN PIPELINE L | $81.0M | 9.58% | 3.6M | Hold |
| 4 | EPD | ENTERPRISE PRODS PARTNERS L | $69.5M | 8.23% | 1.8M | Hold |
| 5 | WES | WESTERN MIDSTREAM PARTNERS L | $65.0M | 7.69% | 1.6M | Hold |
| 6 | WMB | WILLIAMS COS INC | $59.2M | 7.01% | 814,000 | Hold |
| 7 | HESM | HESS MIDSTREAM LP | $46.1M | 5.45% | 1.2M | Hold |
| 8 | TRP | TC ENERGY CORP | $40.6M | 4.81% | 649,000 | Hold |
| 9 | SUN | SUNOCO LP/SUNOCO FIN CORP | $40.1M | 4.74% | 616,542 | Hold |
| 10 | TRGP | TARGA RES CORP | $39.7M | 4.70% | 158,424 | Hold |
| 11 | KMI | KINDER MORGAN INC DEL | $35.1M | 4.15% | 1.0M | Added |
| 12 | DTM | DT MIDSTREAM INC | $31.1M | 3.68% | 230,999 | Hold |
| 13 | LNG | CHENIERE ENERGY INC | $19.1M | 2.26% | 67,385 | Trimmed |
| 14 | OKE | ONEOK INC NEW | $14.2M | 1.68% | 156,630 | Hold |
| 15 | CQP | CHENIERE ENERGY PARTNERS L P | $12.5M | 1.48% | 194,126 | Hold |
| 16 | NGL | NGL ENERGY PARTNERS LP | $10.3M | 1.21% | 832,479 | Hold |
| 17 | GLP | GLOBAL PARTNERS LP | $8.2M | 0.97% | 195,234 | Hold |
| 18 | GEL | GENESIS ENERGY L P | $6.1M | 0.72% | 343,243 | Hold |
| 19 | AM | ANTERO MIDSTREAM CORP | $4.3M | 0.51% | 190,383 | New |
| 20 | SPH | SUBURBAN PROPANE PARTNERS L | $4.2M | 0.50% | 214,864 | Hold |
| 21 | ENB | ENBRIDGE INC | $3.7M | 0.43% | 67,500 | Hold |
| 22 | GEV | GE VERNOVA INC | $3.4M | 0.41% | 3,949 | Hold |
| 23 | SNDK | SANDISK CORP | $2.8M | 0.33% | 4,400 | Hold |
| 24 | QNITY ELECTRONICS INC | $2.0M | 0.23% | 17,000 | Added | |
| 25 | SOLSTICE ADVANCED MATLS INC | $1.9M | 0.23% | 25,100 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31