§ 13F · FUND PROFILE
Mercuria Capital Strategies, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $76M (13F)Positions · 10Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$90M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TNK | TEEKAY TANKERS LTD | 1.78M | $130M | 49.9% | +45% |
| 2 | LYB | LYONDELLBASELL INDUSTRIES NV | 407K | $33M | 12.5% | NEW |
| 3 | BCSS | BAIN CAP GSS INVT CORP | 1.55M | $16M | 6.0% | −50% |
| 4 | PALOU | PALOMA ACQUISITION CORP I | 1.00M | $10M | 3.8% | NEW |
| 5 | ALUB | ALUSSA ENERGY ACQUISIT CORP | 1.00M | $10M | 3.8% | NEW |
| 6 | VG | VENTURE GLOBAL INC | 580K | $9M | 3.5% | NEW |
| 7 | DMII | DRUGS MADE IN AMER ACQ II CO | 750K | $7M | 2.9% | NEW |
| 8 | ANSC | AGRICULTURE & NAT SOL ACQ CO | 500K | $6M | 2.2% | −50% |
| 9 | IPCX | INFLECTION PT ACQUISITION CO | 535K | $5M | 2.1% | NEW |
| 10 | VIXY | PROSHARES TR II | 150K | $5M | 2.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MERCURIA SIGNAL
AC read
Mercuria Capital Strategies, LLC is a Other fund managing $76 million in assets. The fund runs a focused portfolio of just 10 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed