Grey Rock Energy Management, LLC

Fundamental diversified ★Signal energy specialist (100%) CIK 2053459
Long book
$324.4M
Q1 2026
Positions
1
Top-10 weight
100%
concentration
Last quarter
-23.0%
SPY +14.8%
Turnover
0%
of book per quarter

Strategy in plain words

auto-generated from filings

Grey Rock Energy Management, LLC is a diversified fundamental manager, specialised in energy (100% of the long book), running a $324.4M US long book across 1 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: GRANITE RIDGE RESOURCES INC.

Over the last 6 quarters its long book ran on average 7.5pp per quarter behind the S&P 500, beating the index in 2 of 6 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2024
-4.1%
Q1 2025
+6.8%
Q2 2025
-13.4%
Q3 2025
-11.3%
Q4 2025
+27.7%
Q1 2026
-23.0%

Sector allocation

Energy
100%

Long book by quarter

$357.0M
Q4 2024
$336.0M
Q1 2025
$352.0M
Q2 2025
$299.0M
Q3 2025
$259.8M
Q4 2025
$324.4M
Q1 2026

What does Grey Rock own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
GRNT GRANITE RIDGE RESOURCES INCEnergy55.3M$324.4M100.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 5, 20261$324.4M canonicalSEC ↗
Q4 202513F-HRJan 26, 20261$259.8M canonicalSEC ↗
Q3 202513F-HROct 22, 20251$299.0M canonicalSEC ↗
Q2 202513F-HRJul 21, 20251$352.0M canonicalSEC ↗
Q1 202513F-HRMay 12, 20251$336.0M canonicalSEC ↗
Q4 202413F-HRFeb 11, 20251$357.0M canonicalSEC ↗