Corigliano Investment Advisers, LLC In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Corigliano Investment Advisers, LLC reported 43 stock positions worth $308.5 million . Its top holding was Antero Resources (AR) at 9.1% of the portfolio, followed by Eqt (EQT, 8.3% ) and Coterra Energy (CTRA, 7.4% ). Compared with Q2 2025, it opened 15 new positions, sold out of 15, added to 13 and reduced 15. The biggest buy was Eqt (EQT, shares +5139% ) and the biggest sale an exit from Murphy Oil (MUR).
Location RALEIGH, NC
CIK 0002031771
Portfolio Value $308.5M (Q3 2025) Holdings 43 stocks · $308.5M Holdings quarter Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q2 2025 AR Antero Resources Corp. 832,500 $27.9M Add +77.6% EQT Eqt Corp. 471,500 $25.7M Add +5138.9% CTRA Coterra Energy Inc. 959,000 $22.7M Reduce -14.7% CVE Cenovus Energy Inc. 1,060,000 $18.0M Reduce -0.4% FRO Frontline PLC 569,201 $13.0M Reduce -38.6% IMO Imperial Oil Ltd. 139,600 $12.7M Reduce -32.4% VLO Valero Energy Corp. 72,700 $12.4M New DINO HF Sinclair Corp. 235,300 $12.3M Add +81.8% MTDR Matador Resources Co. 270,700 $12.2M Add +76.5% STNG Scorpio Tankers Inc. 195,900 $11.0M Add +8.2% MGY Magnolia Oil & Gas Corp. Class A 445,000 $10.6M Add +26.1% GPOR Gulfport Energy Corp. 57,652 $10.4M Reduce -51.0% TDW Tidewater Inc. 191,700 $10.2M Add +38.8% UNG US Natural Gas Fund LP 773,075 $10.1M New FANG Diamondback Energy Inc. 61,500 $8.8M Add +236.2% RIG Transocean Ltd. 2,633,797 $8.2M Add +48.0% CIVI Civitas Resources Inc. 246,700 $8.0M Add +164.7% PBF PBF Energy Inc. Class A 244,600 $7.4M New BKV BKV Corporation 266,913 $6.2M Add +20.6% KMI Kinder Morgan Inc. 216,900 $6.1M Reduce -28.6% SLB SLB Ltd. filed as SCHLUMBERGER LTD 165,000 $5.7M New CRK Comstock Resources Inc. 276,700 $5.5M Add +881.2% WMB Williams Cos Inc. 82,800 $5.2M Reduce -29.6% DK Delek US Holdings Inc. 154,500 $5.0M Reduce -68.7% PR Permian Resources Corp. Class A 370,000 $4.7M New EOG EOG Resources Inc. 39,800 $4.5M Reduce -36.8% HESM Hess Midstream LP Class A 99,000 $3.4M Reduce -24.7% OKE Oneok Inc. 40,800 $3.0M New TRMD Torm PLC-A 125,400 $2.6M Reduce -40.8% SDRL Seadrill Limited 79,600 $2.4M Reduce -40.6% TRP TC Energy Corp. 38,000 $2.1M New HAFN Hafnia Ltd. 334,000 $2.0M New MNR Mach Natural Resources LP 147,700 $1.9M New NOG Northern Oil and Gas Inc. 53,000 $1.3M New PROSHARES ULTRA BLOOMBERG NA 29,000 $870K New CNX CNX Resources Corp. 23,200 $745K Reduce -72.2% DNOW Dnow Inc. 47,300 $721K New WHD Cactus Inc. Class A 15,000 $592K Reduce -82.9% WTTR Select Water Solutions Inc. 54,900 $587K Add +51.0% WULF Terawulf Inc. 50,000 $571K New FTI Technipfmc PLC 12,570 $496K Reduce -94.6% NESR National Energy Services Reu 42,000 $431K New ECO Okeanis Eco Tankers Corp. 10,100 $296K New
Options reported separately and not counted above: GPOR calls ($1.6M).
Portfolio Sells Q2 2025 → Q3 2025 Portfolio Sells quarter Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q2 2025 % Of Portfolio Change To Portfolio ▲ MUR Murphy Oil Corp. Sold out 0.00% −4.81 MPC Marathon Petroleum Corp. Sold out 0.00% −4.75 RRC Range Resources Corp. Sold out 0.00% −4.70 GPOR Gulfport Energy Corp. Reduce -51.0% 3.38% −4.07 USO United States Oil Fund LP Sold out 0.00% −3.12 FTI Technipfmc PLC Reduce -94.6% 0.16% −2.38 NE Noble Corp. PLC Sold out 0.00% −2.29 AESI Atlas Energy Solutions Inc. Sold out 0.00% −2.02 SHEL Shell PLC-ADR Sold out 0.00% −1.87 DK Delek US Holdings Inc. Reduce -68.7% 1.62% −1.68 CTRA Coterra Energy Inc. Reduce -14.7% 7.35% −1.63 ET Energy Transfer LP Sold out 0.00% −1.39 MPLX MPLX LP Sold out 0.00% −1.22 IMO Imperial Oil Ltd. Reduce -32.4% 4.11% −1.06 WHD Cactus Inc. Class A Reduce -82.9% 0.19% −1.02 EOG EOG Resources Inc. Reduce -36.8% 1.45% −0.93 SOBO South Bow Corp. Sold out 0.00% −0.90 KMI Kinder Morgan Inc. Reduce -28.6% 1.99% −0.82 CNX CNX Resources Corp. Reduce -72.2% 0.24% −0.64 WMB Williams Cos Inc. Reduce -29.6% 1.70% −0.63 FRO Frontline PLC Reduce -38.6% 4.21% −0.59 HESM Hess Midstream LP Class A Reduce -24.7% 1.11% −0.49 SDRL Seadrill Limited Reduce -40.6% 0.78% −0.33 TRMD Torm PLC-A Reduce -40.8% 0.84% −0.27 EXE Expand Energy Corp. Sold out 0.00% −0.20 KOLD Proshares Ultrashort Bloombe Sold out 0.00% −0.20 OII Oceaneering Intl Inc. Sold out 0.00% −0.17 BKR Baker Hughes Co. Sold out 0.00% −0.16 IPX Iperionx Ltd. - ADR Sold out 0.00% −0.10 CVE Cenovus Energy Inc. Reduce -0.4% 5.84% +1.28
Portfolio Buys Q2 2025 → Q3 2025 Portfolio Buys quarter Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q2 2025 % Of Portfolio Change To Portfolio ▼ EQT Eqt Corp. Add +5138.9% 8.32% +8.15 VLO Valero Energy Corp. New 4.01% +4.01 UNG US Natural Gas Fund LP New 3.28% +3.28 AR Antero Resources Corp. Add +77.6% 9.06% +3.11 PBF PBF Energy Inc. Class A New 2.39% +2.39 DINO HF Sinclair Corp. Add +81.8% 3.99% +2.32 FANG Diamondback Energy Inc. Add +236.2% 2.85% +2.06 SLB SLB Ltd. New 1.84% +1.84 CIVI Civitas Resources Inc. Add +164.7% 2.60% +1.79 MTDR Matador Resources Co. Add +76.5% 3.94% +1.64 PR Permian Resources Corp. Class A New 1.54% +1.54 CRK Comstock Resources Inc. Add +881.2% 1.78% +1.53 STNG Scorpio Tankers Inc. Add +8.2% 3.56% +1.33 TDW Tidewater Inc. Add +38.8% 3.31% +1.31 RIG Transocean Ltd. Add +48.0% 2.66% +1.21 OKE Oneok Inc. New 0.97% +0.97 MGY Magnolia Oil & Gas Corp. Class A Add +26.1% 3.44% +0.94 TRP TC Energy Corp. New 0.67% +0.67 HAFN Hafnia Ltd. New 0.65% +0.65 MNR Mach Natural Resources LP New 0.63% +0.63 NOG Northern Oil and Gas Inc. New 0.43% +0.43 BKV BKV Corporation Add +20.6% 2.00% +0.32 PROSHARES ULTRA BLOOMBERG NA New 0.28% +0.28 DNOW Dnow Inc. New 0.23% +0.23 WULF Terawulf Inc. New 0.19% +0.19 NESR National Energy Services Reu New 0.14% +0.14 ECO Okeanis Eco Tankers Corp. New 0.10% +0.10 WTTR Select Water Solutions Inc. Add +51.0% 0.19% +0.09
Options Activity Q2 2025 → Q3 2025 Security Type Change vs Q2 2025 Underlying Shares Value ▼ GPOR Gulfport Energy Corp. call New 9,000 $1.6M
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