Corigliano Investment Advisers, LLC In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Corigliano Investment Advisers, LLC reported 36 stock positions worth $224.3 million . Its top holding was California Resources (CRC) at 8.0% of the portfolio, followed by Diamondback Energy (FANG, 8.0% ) and CNX Resources (CNX, 7.2% ). Compared with Q4 2024, it opened 22 new positions, sold out of 19, added to 6 and reduced 7. The biggest buy was a new position in Diamondback Energy (FANG) and the biggest sale an exit from Coterra Energy (CTRA).
Location RALEIGH, NC
CIK 0002031771
Portfolio Value $224.3M (Q1 2025) Holdings 36 stocks · $224.3M Holdings quarter Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2024 CRC California Resources Corp. 408,364 $18.0M Add +390.2% FANG Diamondback Energy Inc. 112,114 $17.9M New CNX CNX Resources Corp. 513,069 $16.2M New MUR Murphy Oil Corp. 518,520 $14.7M Add +42.3% EOG EOG Resources Inc. 107,750 $13.8M Add +186.4% EQT Eqt Corp. 257,847 $13.8M Add +15.2% FRO Frontline PLC 808,210 $12.0M New SU Suncor Energy Inc. 273,000 $10.6M New SM SM Energy Co. 328,983 $9.9M New FTI Technipfmc PLC 253,191 $8.0M Reduce -36.2% KOS Kosmos Energy Ltd. 3,090,869 $7.0M New COP Conocophillips 66,719 $7.0M Reduce -48.5% MPC Marathon Petroleum Corp. 45,100 $6.6M Reduce -22.0% TRP TC Energy Corp. 138,800 $6.6M New MTDR Matador Resources Co. 126,200 $6.4M New GPOR Gulfport Energy Corp. 34,750 $6.4M New VLO Valero Energy Corp. 46,500 $6.1M Reduce -31.6% DHT DHT Holdings Inc. 551,257 $5.8M New NOV Nov Inc. 350,300 $5.3M Reduce -24.7% AR Antero Resources Corp. 129,987 $5.3M New WTTR Select Water Solutions Inc. 464,747 $4.9M Add +9.4% AM Antero Midstream Corp. 250,000 $4.5M New EPD Enterprise Products Partners 128,400 $4.4M New NE Noble Corp. PLC 150,109 $3.6M New PTEN Patterson-Uti Energy Inc. 400,000 $3.3M New DK Delek US Holdings Inc. 130,000 $2.0M Reduce -45.4% MPLX MPLX LP 28,000 $1.5M New HOS Hornbeck Offshore Services I filed as HELIX ENERGY SOLUTIONS GRP I 96,600 $803K Reduce -75.4% GEV GE Vernova Inc. 2,000 $611K New KOLD Proshares Ultrashort Bloombe 20,000 $391K New NGS Natural Gas Services Group 11,500 $253K New EVGO Evgo Inc. 75,000 $200K Add +200.0% WULF Terawulf Inc. 70,000 $191K New IPX Iperionx Ltd. - ADR 10,010 $180K No change RIOT Riot Platforms Inc. 20,000 $142K New CORZ Core Scientific Inc. 10,000 $72K New
Options reported separately and not counted above: KOLD calls ($979K).
Portfolio Sells Q4 2024 → Q1 2025 Portfolio Sells quarter Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▲ CTRA Coterra Energy Inc. Sold out 0.00% −9.50 SLB SLB Ltd. Sold out 0.00% −5.65 CRK Comstock Resources Inc. Sold out 0.00% −5.48 HESM Hess Midstream LP Class A Sold out 0.00% −4.57 SDRL Seadrill Limited Sold out 0.00% −3.74 ET Energy Transfer LP Sold out 0.00% −3.32 TRGP Targa Resources Corp. Sold out 0.00% −3.26 WFRD Weatherford International PL Sold out 0.00% −3.14 DVN Devon Energy Corp. Sold out 0.00% −3.10 COP Conocophillips Reduce -48.5% 3.12% −3.03 OVV Ovintiv Inc. Sold out 0.00% −2.98 VNOM Viper Energy Inc. Sold out 0.00% −2.61 LBRT Liberty Energy Inc. Sold out 0.00% −2.57 HPK Highpeak Energy Inc. Sold out 0.00% −2.28 FTI Technipfmc PLC Reduce -36.2% 3.58% −1.93 XPRO Expro Group Holdings NV Sold out 0.00% −1.82 HOS Hornbeck Offshore Services I Reduce -75.4% 0.36% −1.39 VLO Valero Energy Corp. Reduce -31.6% 2.74% −1.25 DK Delek US Holdings Inc. Reduce -45.4% 0.87% −1.23 KMI Kinder Morgan Inc. Sold out 0.00% −1.22 MPC Marathon Petroleum Corp. Reduce -22.0% 2.93% −0.93 NOV Nov Inc. Reduce -24.7% 2.38% −0.87 BWXT BWX Technologies Inc. Sold out 0.00% −0.27 KNTK Kinetik Holdings Inc. Sold out 0.00% −0.24 BKR Baker Hughes Co. Sold out 0.00% −0.23 STEM Stem Inc. Sold out 0.00% −0.01
Portfolio Buys Q4 2024 → Q1 2025 Portfolio Buys quarter Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▼ FANG Diamondback Energy Inc. New 7.99% +7.99 CNX CNX Resources Corp. New 7.20% +7.20 CRC California Resources Corp. Add +390.2% 8.01% +5.94 FRO Frontline PLC New 5.35% +5.35 SU Suncor Energy Inc. New 4.71% +4.71 SM SM Energy Co. New 4.39% +4.39 EOG EOG Resources Inc. Add +186.4% 6.16% +3.95 KOS Kosmos Energy Ltd. New 3.14% +3.14 TRP TC Energy Corp. New 2.92% +2.92 MTDR Matador Resources Co. New 2.88% +2.88 GPOR Gulfport Energy Corp. New 2.85% +2.85 DHT DHT Holdings Inc. New 2.58% +2.58 AR Antero Resources Corp. New 2.34% +2.34 AM Antero Midstream Corp. New 2.01% +2.01 EPD Enterprise Products Partners New 1.95% +1.95 NE Noble Corp. PLC New 1.59% +1.59 PTEN Patterson-Uti Energy Inc. New 1.47% +1.47 MUR Murphy Oil Corp. Add +42.3% 6.57% +1.29 EQT Eqt Corp. Add +15.2% 6.14% +1.20 MPLX MPLX LP New 0.67% +0.67 GEV GE Vernova Inc. New 0.27% +0.27 KOLD Proshares Ultrashort Bloombe New 0.17% +0.17 NGS Natural Gas Services Group New 0.11% +0.11 WULF Terawulf Inc. New 0.09% +0.09 RIOT Riot Platforms Inc. New 0.06% +0.06 EVGO Evgo Inc. Add +200.0% 0.09% +0.04 CORZ Core Scientific Inc. New 0.03% +0.03 WTTR Select Water Solutions Inc. Add +9.4% 2.18% −0.52
Options Activity Q4 2024 → Q1 2025 Security Type Change vs Q4 2024 Underlying Shares Value ▼ KOLD Proshares Ultrashort Bloombe call New 50,000 $979K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q1 2026 37 $255.9M AR, FANG, SM, GPOR, SU Q4 2025 41 $281.5M AR, CTRA, EQT, SU, LNG Q3 2025 43 $308.5M AR, EQT, CTRA, CVE, FRO Q2 2025 43 $317.5M CTRA, GPOR, AR, IMO, MUR Q1 2025 36 $224.3M CRC, FANG, CNX, MUR, EOG Q4 2024 33 $208.8M CTRA, COP, SLB, FTI, CRK