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Hartree Partners, LP

13F filer · CIK 1597857 · New York, NY

Summary
Hartree Partners, LP reported $469.01M across 118 positions in its 13F for 2026 Q2, filed Aug 12, 2026. The largest holdings are SGU (9.3%), DVN (8.3%), OVV (6.5%). Versus 2026 Q1, leaving options aside, it opened 47 new positions, added to 33, trimmed 21 and sold out of 49.
Reported value$469.01M
Positions118incl. options
Report period2026 Q2
FiledAug 12, 2026
New positions47
Added33
Trimmed21
Sold out49

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 9.3%Value $43.67MPrice $12.78Shares 3.40MSince Jun 30 -0.47%
Weight 8.3%Value $38.73MPrice $46.60Shares 937K +117.81%Since Jun 30 +12.78%
Weight 6.5%Value $30.28MPrice $58.83Shares 575K +27.15%Since Jun 30 +11.78%
Weight 5.4%Value $25.32MPrice $5.15Shares 4.41M +16.10%Since Jun 30 -10.28%
Weight 4.5%Value $20.88MPrice $96.81Shares 322K +73.54%Since Jun 30 +49.24%
Weight 3.8%Value $17.93MPrice $267.29Shares 75K -3.93%Since Jun 30 +11.83%
Weight 3.7%Value $17.21MPrice $60.32Shares 315K +3050.00%Since Jun 30 +10.44%
Weight 3.6%Value $16.70MPrice $12.54Shares 1.50M -13.75%Since Jun 30 +12.67%
Weight 3.3%Value $15.69MPrice $97.17Shares 107K +133.48%Since Jun 30 -33.47%
Weight 3.1%Value $14.56MPrice $86.50Shares 182K +73.59%Since Jun 30 +8.10%
Weight 3.0%Value $14.14MPrice $105.93Shares 125K +34.50%Since Jun 30 -6.43%
Weight 2.6%Value $12.18MPrice $59.45Shares 264K +22.81%Since Jun 30 +28.82%
Weight 2.2%Value $10.28MPrice $764.20Shares 14K +2.99%Since Jun 30 +2.33%
Weight 2.1%Value $9.97MPrice $79.24Shares 130K +57.58%Since Jun 30 +3.28%
Weight 2.0%Value $9.43MPrice $18.44Shares 673K +30.66%Since Jun 30 +31.62%
Weight 1.9%Value $8.93MPrice $30.96Shares 360K -54.43%Since Jun 30 +24.88%
Weight 1.8%Value $8.62MPrice $4.47Shares 2.15M +115.00%Since Jun 30 +11.52%
Weight 1.6%Value $7.40MPrice $54.23Shares 213KSince Jun 30 +55.92%
Weight 1.6%Value $7.38MPrice $4.49Shares 1.34M +8.48%Since Jun 30 -18.36%
Weight 1.4%Value $6.74MPrice $46.44Shares 145K -67.23%Since Jun 30 -0.32%
Weight 1.4%Value $6.52MPrice $11.37Shares 550KSince Jun 30 -4.05%
Weight 1.2%Value $5.67MPrice $32.19Shares 149KSince Jun 30 -15.27%
Weight 1.1%Value $5.28MPrice $108.14Shares 49K +190.86%Since Jun 30 +1.32%
Weight 1.1%Value $4.97MPrice $19.91Shares 260K +73.33%Since Jun 30 +4.13%
Weight 1.0%Value $4.92MPrice $18.64Shares 311K -45.58%Since Jun 30 +17.74%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

Largest sells in 2026 Q2

Options

Notional value, listed apart from stocks

GDXGDXVANECK ETF TRUSTPUT$1.18MTrim
CENXCENXCENTURY ALUM COCALL$465.0KNew
FROFROFRONTLINE PLCPUT$465.0KNew
MATXMATXMATSON INCPUT$459.4KTrim
BTGBTGB2GOLD CORPCALL$75.0KNew

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR