Corigliano Investment Advisers, LLC In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Corigliano Investment Advisers, LLC reported 43 stock positions worth $317.5 million . Its top holding was Coterra Energy (CTRA) at 9.0% of the portfolio, followed by Gulfport Energy (GPOR, 7.5% ) and Antero Resources (AR, 5.9% ). Compared with Q1 2025, it opened 26 new positions, sold out of 19, added to 10 and reduced 6. The biggest buy was a new position in Coterra Energy (CTRA) and the biggest sale an exit from California Resources (CRC).
Location RALEIGH, NC
CIK 0002031771
Portfolio Value $317.5M (Q2 2025) Holdings 43 stocks · $317.5M Holdings quarter Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2025 CTRA Coterra Energy Inc. 1,123,700 $28.5M New GPOR Gulfport Energy Corp. 117,600 $23.7M Add +238.4% AR Antero Resources Corp. 468,700 $18.9M Add +260.6% IMO Imperial Oil Ltd. 206,600 $16.4M New MUR Murphy Oil Corp. 678,500 $15.3M Add +30.9% FRO Frontline PLC 927,512 $15.2M Add +14.8% MPC Marathon Petroleum Corp. 90,800 $15.1M Add +101.3% RRC Range Resources Corp. 366,939 $14.9M New CVE Cenovus Energy Inc. 1,064,000 $14.5M New DK Delek US Holdings Inc. 494,000 $10.5M Add +280.0% USO United States Oil Fund LP 135,500 $9.9M New KMI Kinder Morgan Inc. 304,000 $8.9M New FTI Technipfmc PLC 234,664 $8.1M Reduce -7.3% MGY Magnolia Oil & Gas Corp. Class A 353,000 $7.9M New EOG EOG Resources Inc. 63,000 $7.5M Reduce -41.5% WMB Williams Cos Inc. 117,700 $7.4M New MTDR Matador Resources Co. 153,400 $7.3M Add +21.6% NE Noble Corp. PLC 273,300 $7.3M Add +82.1% STNG Scorpio Tankers Inc. 181,000 $7.1M New AESI Atlas Energy Solutions Inc. 480,435 $6.4M New TDW Tidewater Inc. 138,100 $6.4M New SHEL Shell PLC-ADR 84,500 $5.9M New BKV BKV Corporation 221,300 $5.3M New DINO HF Sinclair Corp. 129,400 $5.3M New HESM Hess Midstream LP Class A 131,500 $5.1M New RIG Transocean Ltd. 1,779,571 $4.6M New ET Energy Transfer LP 244,000 $4.4M New MPLX MPLX LP 75,000 $3.9M Add +167.9% WHD Cactus Inc. Class A 87,704 $3.8M New TRMD Torm PLC-A 211,788 $3.5M New SDRL Seadrill Limited 134,000 $3.5M New SOBO South Bow Corp. 110,000 $2.9M New CNX CNX Resources Corp. 83,512 $2.8M Reduce -83.7% CIVI Civitas Resources Inc. 93,212 $2.6M New FANG Diamondback Energy Inc. 18,294 $2.5M Reduce -83.7% CRK Comstock Resources Inc. 28,200 $780K New EXE Expand Energy Corp. 5,300 $620K New KOLD Proshares Ultrashort Bloombe 24,200 $620K Add +21.0% OII Oceaneering Intl Inc. 25,500 $528K New EQT Eqt Corp. 9,000 $525K Reduce -96.5% BKR Baker Hughes Co. 13,231 $507K New IPX Iperionx Ltd. - ADR 10,010 $315K No change WTTR Select Water Solutions Inc. 36,351 $314K Reduce -92.2%
Portfolio Sells Q1 2025 → Q2 2025 Portfolio Sells quarter Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▲ CRC California Resources Corp. Sold out 0.00% −8.01 FANG Diamondback Energy Inc. Reduce -83.7% 0.79% −7.20 CNX CNX Resources Corp. Reduce -83.7% 0.89% −6.32 EQT Eqt Corp. Reduce -96.5% 0.17% −5.98 SU Suncor Energy Inc. Sold out 0.00% −4.71 SM SM Energy Co. Sold out 0.00% −4.39 EOG EOG Resources Inc. Reduce -41.5% 2.37% −3.79 KOS Kosmos Energy Ltd. Sold out 0.00% −3.14 COP Conocophillips Sold out 0.00% −3.12 TRP TC Energy Corp. Sold out 0.00% −2.92 VLO Valero Energy Corp. Sold out 0.00% −2.74 DHT DHT Holdings Inc. Sold out 0.00% −2.58 NOV Nov Inc. Sold out 0.00% −2.38 WTTR Select Water Solutions Inc. Reduce -92.2% 0.10% −2.08 AM Antero Midstream Corp. Sold out 0.00% −2.01 EPD Enterprise Products Partners Sold out 0.00% −1.95 PTEN Patterson-Uti Energy Inc. Sold out 0.00% −1.47 FTI Technipfmc PLC Reduce -7.3% 2.55% −1.03 HOS Hornbeck Offshore Services I Sold out 0.00% −0.36 GEV GE Vernova Inc. Sold out 0.00% −0.27 NGS Natural Gas Services Group Sold out 0.00% −0.11 EVGO Evgo Inc. Sold out 0.00% −0.09 WULF Terawulf Inc. Sold out 0.00% −0.09 RIOT Riot Platforms Inc. Sold out 0.00% −0.06 CORZ Core Scientific Inc. Sold out 0.00% −0.03
Portfolio Buys Q1 2025 → Q2 2025 Portfolio Buys quarter Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▼ CTRA Coterra Energy Inc. New 8.98% +8.98 IMO Imperial Oil Ltd. New 5.17% +5.17 RRC Range Resources Corp. New 4.70% +4.70 GPOR Gulfport Energy Corp. Add +238.4% 7.45% +4.60 CVE Cenovus Energy Inc. New 4.56% +4.56 AR Antero Resources Corp. Add +260.6% 5.95% +3.60 USO United States Oil Fund LP New 3.12% +3.12 KMI Kinder Morgan Inc. New 2.81% +2.81 MGY Magnolia Oil & Gas Corp. Class A New 2.50% +2.50 DK Delek US Holdings Inc. Add +280.0% 3.29% +2.42 WMB Williams Cos Inc. New 2.33% +2.33 STNG Scorpio Tankers Inc. New 2.23% +2.23 AESI Atlas Energy Solutions Inc. New 2.02% +2.02 TDW Tidewater Inc. New 2.01% +2.01 SHEL Shell PLC-ADR New 1.87% +1.87 MPC Marathon Petroleum Corp. Add +101.3% 4.75% +1.82 BKV BKV Corporation New 1.68% +1.68 DINO HF Sinclair Corp. New 1.67% +1.67 HESM Hess Midstream LP Class A New 1.59% +1.59 RIG Transocean Ltd. New 1.45% +1.45 ET Energy Transfer LP New 1.39% +1.39 WHD Cactus Inc. Class A New 1.21% +1.21 TRMD Torm PLC-A New 1.11% +1.11 SDRL Seadrill Limited New 1.11% +1.11 SOBO South Bow Corp. New 0.90% +0.90 CIVI Civitas Resources Inc. New 0.81% +0.81 NE Noble Corp. PLC Add +82.1% 2.29% +0.70 MPLX MPLX LP Add +167.9% 1.22% +0.55 CRK Comstock Resources Inc. New 0.25% +0.25 EXE Expand Energy Corp. New 0.20% +0.20 OII Oceaneering Intl Inc. New 0.17% +0.17 BKR Baker Hughes Co. New 0.16% +0.16 KOLD Proshares Ultrashort Bloombe Add +21.0% 0.20% +0.02 FRO Frontline PLC Add +14.8% 4.79% −0.56 MTDR Matador Resources Co. Add +21.6% 2.31% −0.57 MUR Murphy Oil Corp. Add +30.9% 4.81% −1.76
Options Activity Q1 2025 → Q2 2025 Security Type Change vs Q1 2025 Underlying Shares Value ▼ KOLD Proshares Ultrashort Bloombe call Sold out 50,000 $979Kbefore exit
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