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Mercuria Capital Strategies, LLC
Mercuria Capital Strategies, LLC is an investment firm headquartered in Houston, Texas. Founded in 2024, it operates as an institutional asset manager, serving US and global investors. The firm specializes in energy, utilities, and industrial sector investments. With an employee base estimated to be under 10, the firm manages equity portfolios oriented around both traditional and renewable energy investments. Its expertise leverages quantitative analytics for portfolio construction and risk management in public and private markets.
Investment Strategy
Mercuria Capital Strategies, LLC pursues a focused strategy on equity investments within the energy sector, particularly targeting companies involved in oil, natural gas, mining, and power generation. The firm employs a data-driven, event-responsive approach, balancing long-term holdings in established resource companies with opportunistic positions in emerging or transitioning energy technologies. The strategy includes using fundamental research, macroeconomic analysis, and derivatives to manage risk and capitalize on sector disruptions.
Latest 13F Filing Activity
Mercuria Capital Strategies, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 8 equity positions with a total 13F market value of $163M. The fund increased holdings in Williams Cos Inc., EQT Corp., Vistra Corp. among other positions. Mercuria Capital Strategies, LLC reduced exposure to Expand Energy Corporation, Fluence Energy Inc., Atmos Energy Corp. among others.
Top Holdings
Equity Positions (8)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EQT | EQT CORP | 40.08% | $65.3M | 1,120,244 | $50.60 | $58.32 | +$27.5M |
W WMB | WILLIAMS COS INC | 19.26% | $31.4M | 500,000 | $62.81 | $62.81 | +$31.4M |
V VST | VISTRA CORP | 13.08% | $21.3M | 110,000 | $193.81 | $193.81 | +$21.3M |
E EXE | EXPAND ENERGY CORPORATION | 12.69% | $20.7M | 176,949 | $99.55 | $116.94 | -$14.6M |
F FCX | FREEPORT-MCMORAN INC | 6.12% | $10.0M | 230,000 | $43.35 | $43.35 | +$10.0M |
Industry Allocation
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