Corigliano Investment Advisers, LLC — 13F Holdings & Portfolio

CIK 2031771 · latest 13F-HR filed 2026-05-15

Corigliano Investment Advisers, LLC manages $255.9M in 13F-reported U.S. long-equity assets across 37 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AR (10.24%), FANG (9.58%), SM (6.82%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 16 new positions, exited 20, added to 10, and trimmed 11.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$255.9M

Long-equity book

Holdings

37

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+16 / −20 / ↑10 / ↓11

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIAMONDBACK ENERGY INC$22.0M +864.6%
  • GULFPORT ENERGY CORP$16.5M +2399.9%
  • SM ENERGY COMPANY$8.8M +101.8%
  • BKV CORP$5.9M +99.3%
  • TORM PLC$4.7M +312.4%
Show all 10

Top Trims

  • SOLARIS ENERGY INFRAS INC-$5.3M -94.9%
  • ANTERO RESOURCES CORP-$5.1M -16.2%
  • WILLIAMS COS INC-$4.6M -37.9%
  • CENOVUS ENERGY INC-$2.9M -32.0%
  • MATADOR RES CO-$1.9M -17.3%
Show all 11

New Positions

  • IMPERIAL OIL LTD$10.9M
  • PATTERSON-UTI ENERGY INC$8.3M
  • VENTURE GLOBAL INC$7.7M
  • CALIFORNIA RES CORP$7.6M
  • PHILLIPS 66$5.8M
Show all 16

Exited Positions

  • COTERRA ENERGY INC$29.3M
  • EQT CORP$28.7M
  • CHENIERE ENERGY INC$15.1M
  • MARATHON PETE CORP$12.4M
  • VALERO ENERGY CORP$9.2M
Show all 20
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ANTERO RESOURCES CORP AR 03674X106 $26.2M 10.24% 617,800 SH
2 DIAMONDBACK ENERGY INC FANG 25278X109 $24.5M 9.58% 123,900 SH
3 SM ENERGY COMPANY SM 78454L100 $17.5M 6.82% 560,000 SH
4 GULFPORT ENERGY CORP GPOR 402635502 $17.2M 6.70% 81,100 SH
5 SUNCOR ENERGY INC NEW SU 867224107 $15.5M 6.05% 234,100 SH
6 MAGNOLIA OIL & GAS CORP MGY 559663109 $12.6M 4.91% 398,000 SH
7 BKV CORP BKV 05603J108 $11.8M 4.60% 413,083 SH
8 IMPERIAL OIL LTD IMO 453038408 $10.9M 4.28% 83,700 SH
9 MATADOR RES CO MTDR 576485205 $8.9M 3.46% 140,200 SH
10 PATTERSON-UTI ENERGY INC PTEN 703481101 $8.3M 3.26% 769,600 SH
11 VENTURE GLOBAL INC VG 92333F101 $7.7M 3.00% 486,600 SH
12 CALIFORNIA RES CORP CRC 13057Q305 $7.6M 2.97% 109,700 SH
13 WILLIAMS COS INC WMB 969457100 $7.5M 2.93% 103,200 SH
14 CENOVUS ENERGY INC CVE 15135U109 $6.3M 2.45% 236,500 SH
15 TORM PLC TRMD G89479102 $6.2M 2.42% 222,000 SH
16 PHILLIPS 66 PSX 718546104 $5.8M 2.28% 32,000 SH
17 COMSTOCK RES INC CRK 205768302 $5.3M 2.06% 250,369 SH
18 BP PLC BP 055622104 $5.3M 2.06% 112,000 SH
19 SCORPIO TANKERS INC STNG Y7542C130 $5.2M 2.04% 70,000 SH
20 HAFNIA LTD HAFN Y2990R101 $5.1M 1.98% 668,464 SH
21 SUNOCO LP/SUNOCO FIN CORP SUN 86765K109 $5.0M 1.96% 77,400 SH
22 TECHNIPFMC PLC FTI G87110105 $4.9M 1.91% 70,700 SH
23 PAR PAC HOLDINGS INC PARR 69888T207 $4.6M 1.79% 73,200 SH
24 PBF ENERGY INC PBF 69318G106 $4.5M 1.76% 94,843 SH
25 TRANSOCEAN LTD RIG H8817H100 $3.5M 1.38% 533,900 SH
26 LIBERTY ENERGY INC LBRT 53115L104 $3.2M 1.24% 110,200 SH
27 OCEANEERING INTL INC OII 675232102 $2.9M 1.14% 82,600 SH
28 KINDER MORGAN INC DEL KMI 49456B101 $2.7M 1.07% 82,000 SH
29 BAKER HUGHES COMPANY BKR 05722G100 $2.6M 1.03% 43,200 SH
30 EOG RES INC EOG 26875P101 $2.3M 0.89% 15,800 SH
31 TARGA RES CORP TRGP 87612G101 $2.0M 0.78% 8,000 SH
32 PROSHARES TR II BOIL 74347Y748 $741.5K 0.29% 46,000 SH
33 TERAWULF INC WULF 88080T104 $505.1K 0.20% 35,000 SH
34 FORGENT POWER SOLUTIONS INC FPS 34631F102 $351.2K 0.14% 12,000 SH
35 SOLARIS ENERGY INFRAS INC SEI 83418M103 $282.6K 0.11% 5,000 SH
36 RIOT PLATFORMS INC RIOT 767292105 $271.9K 0.11% 22,000 SH
37 MP MATERIALS CORP MP 553368101 $217.2K 0.08% 4,500 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $255.9M 37 0001214659-26-006450
2025-12-31 2026-02-17 $281.5M 41 0001214659-26-001962
2025-09-30 2025-11-14 $310.1M 44 0001214659-25-016618