Corigliano Investment Advisers, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Corigliano Investment Advisers, LLC reported 37 stock positions worth $255.9 million. Its top holding was Antero Resources (AR) at 10.2% of the portfolio, followed by Diamondback Energy (FANG, 9.6%) and SM Energy (SM, 6.8%). Compared with Q4 2025, it opened 16 new positions, sold out of 20, added to 11 and reduced 10. The biggest buy was Diamondback Energy (FANG, shares +633%) and the biggest sale an exit from Coterra Energy (CTRA).
- Most Recent 13F
- Q1 2026
- Location
- RALEIGH, NC
- CIK
- 0002031771
- Portfolio Value
- $255.9M (Q1 2026)
- SEC Filing
- 0001214659-26-006450 ↗ filed May 15, 2026
Holdings Value
Holdings 37 stocks · $255.9M
| AR Antero Resources Corp. | 10.24% | 617,800 | $26.2M | Reduce -31.9% |
| FANG Diamondback Energy Inc. | 9.58% | 123,900 | $24.5M | Add +633.1% |
| SM SM Energy Co. | 6.82% | 560,000 | $17.5M | Add +21.0% |
| GPOR Gulfport Energy Corp. | 6.70% | 81,100 | $17.2M | Add +2357.6% |
| SU Suncor Energy Inc. | 6.05% | 234,100 | $15.5M | Reduce -39.7% |
| MGY Magnolia Oil & Gas Corp. Class A | 4.91% | 398,000 | $12.6M | Reduce -35.5% |
| BKV BKV Corporation | 4.60% | 413,083 | $11.8M | Add +89.8% |
| IMO Imperial Oil Ltd. | 4.28% | 83,700 | $10.9M | New |
| MTDR Matador Resources Co. | 3.46% | 140,200 | $8.9M | Reduce -44.5% |
| PTEN Patterson-Uti Energy Inc. | 3.26% | 769,600 | $8.3M | New |
| VG Venture Global Inc. Class A | 3.00% | 486,600 | $7.7M | New |
| CRC California Resources Corp. | 2.97% | 109,700 | $7.6M | New |
| WMB Williams Cos Inc. | 2.93% | 103,200 | $7.5M | Reduce -48.7% |
| CVE Cenovus Energy Inc. | 2.45% | 236,500 | $6.3M | Reduce -56.6% |
| TRMD Torm PLC-A | 2.42% | 222,000 | $6.2M | Add +189.4% |
| PSX Phillips 66 | 2.28% | 32,000 | $5.8M | New |
| CRK Comstock Resources Inc. | 2.06% | 250,369 | $5.3M | Add +439.6% |
| BP BP PLC-Spons ADR | 2.06% | 112,000 | $5.3M | New |
| STNG Scorpio Tankers Inc. | 2.04% | 70,000 | $5.2M | Add +5.4% |
| HAFN Hafnia Ltd. | 1.99% | 668,464 | $5.1M | Add +0.8% |
| SUN Sunoco LP | 1.96% | 77,400 | $5.0M | New |
| FTI Technipfmc PLC | 1.91% | 70,700 | $4.9M | Add +387.6% |
| PARR Par Pacific Holdings Inc. | 1.79% | 73,200 | $4.6M | New |
| PBF PBF Energy Inc. Class A | 1.76% | 94,843 | $4.5M | New |
| RIG Transocean Ltd. | 1.38% | 533,900 | $3.5M | New |
| LBRT Liberty Energy Inc. | 1.24% | 110,200 | $3.2M | Reduce -46.9% |
| OII Oceaneering Intl Inc. | 1.14% | 82,600 | $2.9M | New |
| KMI Kinder Morgan Inc. | 1.07% | 82,000 | $2.7M | New |
| BKR Baker Hughes Co. | 1.03% | 43,200 | $2.6M | New |
| EOG EOG Resources Inc. | 0.89% | 15,800 | $2.3M | New |
| TRGP Targa Resources Corp. | 0.78% | 8,000 | $2.0M | New |
| PROSHARES ULTRA BLOOMBERG NA | 0.29% | 46,000 | $742K | Add +10.6% |
| WULF Terawulf Inc. | 0.20% | 35,000 | $505K | Reduce -25.5% |
| FPS Forgent Power Solutions Class A | 0.14% | 12,000 | $351K | New |
| SEI Solaris Energy Infrastructur | 0.11% | 5,000 | $283K | Reduce -95.8% |
| RIOT Riot Platforms Inc. | 0.11% | 22,000 | $272K | Add +69.2% |
| MP MP Materials Corp. | 0.08% | 4,500 | $217K | Reduce -10.0% |
Portfolio Sells Q4 2025 → Q1 2026
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −10.40 |
| EQT Eqt Corp. | Sold out | 0.00% | −10.21 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −5.37 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −4.40 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −3.27 |
| HP Helmerich & Payne | Sold out | 0.00% | −3.05 |
| HAL Halliburton Co. | Sold out | 0.00% | −2.26 |
| FRO Frontline PLC | Sold out | 0.00% | −2.25 |
| TS Tenaris SA-ADR | Sold out | 0.00% | −2.15 |
| SEI Solaris Energy Infrastructur | Reduce -95.8% | 0.11% | −1.86 |
| AM Antero Midstream Corp. | Sold out | 0.00% | −1.78 |
| NOV Nov Inc. | Sold out | 0.00% | −1.47 |
| SDRL Seadrill Limited | Sold out | 0.00% | −1.42 |
| WMB Williams Cos Inc. | Reduce -48.7% | 2.93% | −1.36 |
| VAL Valaris Ltd. | Sold out | 0.00% | −1.13 |
| CHRD Chord Energy Corp. | Sold out | 0.00% | −1.05 |
| CRGY Crescent Energy Inc. Class A | Sold out | 0.00% | −0.93 |
| AR Antero Resources Corp. | Reduce -31.9% | 10.24% | −0.86 |
| CVE Cenovus Energy Inc. | Reduce -56.6% | 2.45% | −0.82 |
| NOG Northern Oil and Gas Inc. | Sold out | 0.00% | −0.50 |
| MTDR Matador Resources Co. | Reduce -44.5% | 3.46% | −0.34 |
| PROSHARES ULTRASHORT BLOOMBE | Sold out | 0.00% | −0.33 |
| EXE Expand Energy Corp. | Sold out | 0.00% | −0.30 |
| DNOW Dnow Inc. | Sold out | 0.00% | −0.25 |
| IPX Iperionx Ltd. - ADR | Sold out | 0.00% | −0.13 |
| LBRT Liberty Energy Inc. | Reduce -46.9% | 1.24% | −0.12 |
| SU Suncor Energy Inc. | Reduce -39.7% | 6.05% | −0.07 |
| MP MP Materials Corp. | Reduce -10.0% | 0.08% | −0.00 |
| WULF Terawulf Inc. | Reduce -25.5% | 0.20% | +0.01 |
| MGY Magnolia Oil & Gas Corp. Class A | Reduce -35.5% | 4.91% | +0.11 |
Portfolio Buys Q4 2025 → Q1 2026
| FANG Diamondback Energy Inc. | Add +633.1% | 9.58% | +8.67 |
| GPOR Gulfport Energy Corp. | Add +2357.6% | 6.70% | +6.46 |
| IMO Imperial Oil Ltd. | New | 4.28% | +4.28 |
| SM SM Energy Co. | Add +21.0% | 6.82% | +3.75 |
| PTEN Patterson-Uti Energy Inc. | New | 3.26% | +3.26 |
| VG Venture Global Inc. Class A | New | 3.00% | +3.00 |
| CRC California Resources Corp. | New | 2.97% | +2.97 |
| BKV BKV Corporation | Add +89.8% | 4.60% | +2.50 |
| PSX Phillips 66 | New | 2.28% | +2.28 |
| BP BP PLC-Spons ADR | New | 2.06% | +2.06 |
| SUN Sunoco LP | New | 1.96% | +1.96 |
| TRMD Torm PLC-A | Add +189.4% | 2.42% | +1.89 |
| PARR Par Pacific Holdings Inc. | New | 1.79% | +1.79 |
| PBF PBF Energy Inc. Class A | New | 1.76% | +1.76 |
| CRK Comstock Resources Inc. | Add +439.6% | 2.06% | +1.68 |
| FTI Technipfmc PLC | Add +387.6% | 1.91% | +1.68 |
| RIG Transocean Ltd. | New | 1.38% | +1.38 |
| OII Oceaneering Intl Inc. | New | 1.14% | +1.14 |
| KMI Kinder Morgan Inc. | New | 1.07% | +1.07 |
| BKR Baker Hughes Co. | New | 1.03% | +1.03 |
| EOG EOG Resources Inc. | New | 0.89% | +0.89 |
| STNG Scorpio Tankers Inc. | Add +5.4% | 2.04% | +0.84 |
| TRGP Targa Resources Corp. | New | 0.78% | +0.78 |
| HAFN Hafnia Ltd. | Add +0.8% | 1.99% | +0.73 |
| FPS Forgent Power Solutions Class A | New | 0.14% | +0.14 |
| RIOT Riot Platforms Inc. | Add +69.2% | 0.11% | +0.05 |
| PROSHARES ULTRA BLOOMBERG NA | Add +10.6% | 0.29% | −0.05 |