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.
Mercuria Capital Strategies, LLC (CIK 2048079) reported $261.6M across 12 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TNK ($130.4M, 49.85%), LYB ($32.8M, 12.54%), ($15.6M, 5.97%), ($10.0M, 3.81%), ($10.0M, 3.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TNK | TEEKAY TANKERS LTD | $130.4M | 49.85% | 1.8M | Added |
| 2 | LYB | LYONDELLBASELL INDUSTRIES NV | $32.8M | 12.54% | 407,122 | New |
| 3 | BAIN CAP GSS INVT CORP | $15.6M | 5.97% | 1.5M | Hold | |
| 4 | ALUSSA ENERGY ACQUISIT CORP | $10.0M | 3.81% | 1.0M | New | |
| 5 | PALOMA ACQUISITION CORP I | $10.0M | 3.81% | 1.0M | New | |
| 6 | VG | VENTURE GLOBAL INC | $9.1M | 3.49% | 580,046 | New |
| 7 | DRUGS MADE IN AMER ACQ II CO | $7.5M | 2.86% | 750,000 | New | |
| 8 | ANSC | AGRICULTURE & NAT SOL ACQ CO | $5.6M | 2.16% | 500,000 | Hold |
| 9 | IPCX | INFLECTION PT ACQUISITION CO | $5.5M | 2.09% | 535,000 | New |
| 10 | VIXY | PROSHARES TR II | $5.2M | 1.97% | 150,000 | New |
| 11 | GSR IV ACQUISITION CORP | $5.0M | 1.92% | 500,000 | Hold | |
| 12 | GIGCAPITAL8 CORP | $5.0M | 1.91% | 500,000 | Added | |
| 13 | TVA | TEXAS VENTURES ACQUISITION I | $3.6M | 1.38% | 347,500 | Trimmed |
| 14 | GLP | GLOBAL PARTNERS LP | $3.5M | 1.33% | 82,357 | New |
| 15 | TACO | BERTO ACQUISITION CORP | $2.8M | 1.06% | 270,908 | Hold |
| 16 | PYROPHYTE ACQUISITION CORP. | $2.5M | 0.97% | 250,000 | Hold | |
| 17 | VIKING ACQUISITION CORP I | $2.5M | 0.95% | 250,000 | New | |
| 18 | SILVERBOX CORP V | $2.5M | 0.95% | 250,000 | New | |
| 19 | GUARDIAN METAL RES PLC | $1.1M | 0.43% | 65,000 | New | |
| 20 | DSX | DIANA SHIPPING INC | $653,952 | 0.25% | 261,581 | Added |
| 21 | BAIN CAP GSS INVT CORP | $191,688 | 0.07% | 309,175 | New | |
| 22 | ALUSSA ENERGY ACQUISIT CORP | $120,033 | 0.05% | 333,333 | New | |
| 23 | CCIX | CHURCHILL CAPITAL CORP IX | $93,578 | 0.04% | 8,762 | Hold |
| 24 | CANTOR EQUITY PARTNERS IV IN | $96,835 | 0.04% | 9,503 | Hold | |
| 25 | CAEP | CANTOR EQUITY PARTNERS III I | $98,945 | 0.04% | 9,597 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31