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LSP Investment Advisors, LLC

CIK:0001728850
Investment Adviser
$186M AUM
20 holdings
New York, NY, United States
Founded:2017
10 employees
Latest filing:Jun 30, 2025

LSP Investment Advisors, LLC is an SEC-registered investment adviser headquartered in New York, NY. Established in Delaware, the firm manages assets for institutional and high net worth clients, with a reported employee count typical of small-to-mid sized asset managers. The firm specializes in portfolio management and investment advisory services, serving a diverse client base focused on U.S. equities and associated strategies. Exact employee count is not disclosed in public filings.

Investment Strategy

LSP Investment Advisors, LLC primarily manages portfolios of publicly traded U.S. securities, employing an active management approach. The firm's holdings are concentrated in sectors such as utilities, energy, and diversified ETFs, with the top five holdings making up over 75% of the portfolio. Their philosophy emphasizes both core equity allocations and tactical positioning, seeking risk-adjusted returns through selective stock picking and dynamic asset allocation.

Top Buys
E
EQTEQT CORP
+$7.8M
E
EXEEXPAND ENERGY CORPORATION
+$6.3M
C
CRKCOMSTOCK RES INC
+$4.1M
S
SPYSPDR S&P 500 ETF TR
+$3.3M
M
MSFTMICROSOFT CORP
+$1.0M
Top Sells
H
HCCWARRIOR MET COAL INC
-$2.2M
E
EWJISHARES INC
+$192.3K
G
GDXJVANECK ETF TRUST
+$141.1K
H
HOODROBINHOOD MKTS INC
+$96.9K
E
EXCEXELON CORP
-$35.3K

Top Holdings

S
SPYSPDR S&P 500 ETF TR
+24.8%$34.6M
E
EQTEQT CORP
+24.2%$33.7M
E
EXEEXPAND ENERGY CORPORATION
+19.0%$26.5M
C
CRKCOMSTOCK RES INC
+5.6%$7.8M
E
EEMISHARES TR
+3.8%$5.2M

Equity Positions (20)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
S
SPY
SPDR S&P 500 ETF TR24.82%$34.6M55,990$429.14$617.85+$3.3M
E
EQT
EQT CORP24.16%$33.7M577,500$54.23$58.32+$7.8M
E
EXE
EXPAND ENERGY CORPORATION19.03%$26.5M226,817$92.87$116.94+$6.3M
C
CRK
COMSTOCK RES INC5.62%$7.8M283,000$22.93$27.67+$4.1M
E
EEM
ISHARES TR3.77%$5.2M108,830$50.38$48.24+$494.1K

Industry Allocation

CRUDE PETROLEUM & NATURAL GAS
+53.7%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.4%
SERVICES-PREPACKAGED SOFTWARE
+3.0%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+2.2%
ELECTRIC & OTHER SERVICES COMBINED
+1.0%