Institutions / Mercuria Capital Strategies, LLC

Mercuria Capital Strategies, LLC

CIK 2048079 · Institution · as of Dec 31, 2025
Portfolio value
$176.05M
Positions
28
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 28 →
CompanyClassValueShares% of portfolio
Teekay Tankers Ltd$65.62M1,228,29437.3%
Bain Capital GSS Investment Corp.$15.80M1,545,8789.0%
Gigacloud Technology Inc$10.54M1,000,0006.0%
Alussa Energy Acquisition Co$10.10M1,000,0005.7%
EQT Corp$9.78M182,4655.6%
Drugs Made In America Acquisition Corp.$7.51M750,0004.3%
Agriculture & Natural Solutions Acquisition Corporation$5.59M500,0003.2%
Inflection Point Acquisition$5.42M535,0003.1%
Caterpillar Inc$5.39M9,4103.1%
Texas Ventures Acquisition I$5.33M500,0003.0%
Vulcan Materials Co$5.02M17,5912.8%
Gsr IV Acquisition Corp$5.00M500,0002.8%
Gigcapital8 Corp$3.71M375,0002.1%
Berto Acquisition Corp$2.75M270,9081.6%
Core Scientific, Inc./tx$2.72M186,6431.5%
Cemex Sab de CvCXADR$2.62M228,1021.5%
Viking Acquisition Corp I$2.52M250,0001.4%
Silverbox Corp V$2.52M250,0001.4%
Pyrophyte Acquisition Corp.$2.52M250,0001.4%
Arcosa, Inc.$2.47M23,1921.4%
Solaris Energy Infrastructure, Inc.$1.47M32,0380.8%
Gigcapital8 Corp$1.27M125,0000.7%
Cantor Equity Partners III, Inc.$97.9K9,5970.1%
Cantor Equity Partners IV in$97.7K9,5030.1%
Churchill Capital Corp IX$93.1K8,7620.1%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.