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.
Ninepoint Partners LP (CIK 1715635) reported $904.2M across 155 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: CHK ($88.3M, 9.76%), AR ($86.2M, 9.53%), CVE ($76.1M, 8.42%), EQT ($64.8M, 7.16%), VNOM ($46.4M, 5.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CHK | EXPAND ENERGY CORP | $88.3M | 9.76% | 800,000 | Trimmed |
| 2 | AR | ANTERO RESOURCES CORP | $86.2M | 9.53% | 2.5M | Added |
| 3 | CVE | CENOVUS ENERGY INC | $76.1M | 8.42% | 4.5M | Added |
| 4 | EQT | EQT CORP | $64.8M | 7.16% | 1.2M | Added |
| 5 | VNOM | VIPER ENERGY INC CLASS A | $46.4M | 5.13% | 1.2M | Added |
| 6 | GPOR | GULFPORT ENERGY CORP | $41.6M | 4.60% | 200,000 | New |
| 7 | SPY | SPDR S&P 500 | $33.3M | 3.68% | 48,800 | Trimmed |
| 8 | SPY | SPDR S&P 500 | $31.0M | 3.43% | 45,500 | Trimmed |
| 9 | ILCG | ISHARES 20 YR TR BD ETF | $25.7M | 2.84% | 295,000 | New |
| 10 | CCJ | CAMECO CORP | $21.9M | 2.43% | 239,783 | Added |
| 11 | VZLA | VIZSLA SILVER CORP | $18.7M | 2.06% | 3.4M | Added |
| 12 | HYMC | HYCROFT MINING HOLDING CLASS A | $18.0M | 1.99% | 757,100 | New |
| 13 | SHOP | SHOPIFY SUBORDINATE VOTING INC CLA | $17.5M | 1.93% | 108,591 | Added |
| 14 | KGC | KINROSS GOLD CORP | $17.3M | 1.92% | 614,920 | Added |
| 15 | CNI | CANADIAN NATIONAL RAILWAY | $16.5M | 1.82% | 121,522 | Added |
| 16 | ENB | ENBRIDGE INC | $15.4M | 1.71% | 322,950 | Added |
| 17 | WPM | WHEATON PRECIOUS METALS CORP | $14.7M | 1.62% | 124,948 | Added |
| 18 | AEM | AGNICO EAGLE MINES LTD | $11.8M | 1.31% | 69,770 | Trimmed |
| 19 | AGI | ALAMOS GOLD INC CLASS A | $11.8M | 1.30% | 305,000 | Hold |
| 20 | CDE | COEUR MINING INC | $11.7M | 1.29% | 654,243 | New |
| 21 | TD | TORONTO DOMINION | $9.6M | 1.07% | 102,340 | Added |
| 22 | RY | ROYAL BANK OF CANADA | $9.7M | 1.07% | 56,706 | Added |
| 23 | B | BARRICK MINING CORP | $9.6M | 1.06% | 220,835 | Trimmed |
| 24 | SU | SUNCOR ENERGY INC | $8.9M | 0.98% | 200,098 | Added |
| 25 | BCE | BCE INC | $8.2M | 0.91% | 345,023 | Added |
Source: SEC Form 13F filings · as of 2025-12-31