Mercuria Capital Strategies, Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 30, 2026, Mercuria Capital Strategies, Llc disclosed 5 stock positions valued at approximately $163.05M as of quarter-end June 30, 2026. The largest holdings include SHARONAI HOLDINGS INC, FREEPORT MCMORAN INC, and STERLING INFRASTRUCTURE INC.

Report Period
June 30, 2026
No. of Stocks
5
Portfolio Value
$163.05M
Holdings by Sector
Mercuria Capital Strategies, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
SHARONAI HOLDINGS INCSHAZOther39.84%767,333+767,333+100.00%$64,962,411
FREEPORT MCMORAN INCFCXBasic Materials7.50%194,370+194,370+100.00%$12,223,929
STERLING INFRASTRUCTURE INCSTRLIndustrials2.64%5,127+5,127+100.00%$4,303,398
CLEARWAY ENERGY INCCWENUtilities0.78%37,130+37,130+100.00%$1,269,103
GUARDIAN METAL RES PLCGMTLOther0.58%67,984+2,984+4.59%$952,455
Showing 5 of 5 holdings in the latest reporting period.