Valinor Management, L.P.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Valinor Management, L.P. reported 1 stock position worth $75.3 million. Its top holding was Nextdecade (NEXT) at 100.0% of the portfolio. Compared with Q1 2025, it reduced 1. The biggest sale was Nextdecade (NEXT, shares −27%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001401388
Portfolio Value
$75.3M (Q2 2025)
SEC Filing
0001172661-25-003195 ↗ filed Aug 13, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $80.4M Q1 2024 Q2 2024: $110.4M Q2 2024 Q3 2024: $64.8M Q3 2024 Q4 2024: $106.0M Q4 2024 Q1 2025: $90.0M Q1 2025 Q2 2025: $75.3M $75.3M Q2 2025 Q3 2025: $32.2M Q3 2025 Q4 2025: $0 Q4 2025 Q1 2026: $0 Q1 2026 Q2 2026: $0 Q2 2026

Holdings 1 stocks · $75.3M

NEXT Nextdecade Corp. 100.00% 8,448,135 $75.3M Reduce -27.0%

Portfolio Sells Q1 2025 → Q2 2025

NEXT Nextdecade Corp. Reduce -27.0% 100.00% 0.00

Portfolio Buys Q1 2025 → Q2 2025

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 0$0
Q1 2026 0$0
Q4 2025 0$0
Q3 2025 1$32.2MNEXT
Q2 2025 1$75.3MNEXT
Q1 2025 1$90.0MNEXT
Q4 2024 1$106.0MNEXT
Q3 2024 1$64.8MNEXT
Q2 2024 1$110.4MNEXT
Q1 2024 1$80.4MNEXT