Vault-13

Corigliano Investment Advisers, LLC

RALEIGH, NC · CIK 2031771 · 13F filing filed 2026-05-15

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$255.9m reported value -9.1% vs Q4 2025
37positions
59.9%in top 10
16 new 11 added 10 reduced 20 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 ANTERO RESOURCES CORP COM AR AR 617,800 $26.2m10.24% 10.24% ReducedShares held: Q2 2025 468.7k, Q3 2025 832.5k, Q4 2025 907.5k, Q1 2026 617.8k -289.7k -289,700 -31.9%
2 DIAMONDBACK ENERGY INC COM FANG FANG 123,900 $24.5m9.58% 9.58% AddedShares held: Q2 2025 18.3k, Q3 2025 61.5k, Q4 2025 16.9k, Q1 2026 123.9k +107.0k +107,000 633.1%
3 SM ENERGY CO COM SM SM 560,000 $17.5m6.82% 6.82% AddedShares held: Q2 2025 0, Q3 2025 0, Q4 2025 462.8k, Q1 2026 560.0k +97.2k +97,200 21.0%
4 GULFPORT ENERGY CORP COMMON SHARES GPOR GPOR 81,100 $17.2m6.70% 6.70% AddedShares held: Q2 2025 117.6k, Q3 2025 57.7k, Q4 2025 3.3k, Q1 2026 81.1k +77.8k +77,800 2357.6%
5 SUNCOR ENERGY INC NEW COM SU SU 234,100 $15.5m6.05% 6.05% ReducedShares held: Q2 2025 0, Q3 2025 0, Q4 2025 388.0k, Q1 2026 234.1k -153.9k -153,900 -39.7%
6 MAGNOLIA OIL & GAS CORP CL A MGY MGY 398,000 $12.6m4.91% 4.91% ReducedShares held: Q2 2025 353.0k, Q3 2025 445.0k, Q4 2025 617.0k, Q1 2026 398.0k -219.0k -219,000 -35.5%
7 BKV CORP COM BKV BKV 413,083 $11.8m4.60% 4.60% AddedShares held: Q2 2025 221.3k, Q3 2025 266.9k, Q4 2025 217.7k, Q1 2026 413.1k +195.4k +195,400 89.8%
8 IMPERIAL OIL LTD COM NEW IMO IMO 83,700 $10.9m4.28% 4.28% NewShares held: Q2 2025 206.6k, Q3 2025 139.6k, Q4 2025 0, Q1 2026 83.7k
9 MATADOR RES CO COM MTDR MTDR 140,200 $8.9m3.46% 3.46% ReducedShares held: Q2 2025 153.4k, Q3 2025 270.7k, Q4 2025 252.4k, Q1 2026 140.2k -112.2k -112,200 -44.5%
10 PATTERSON-UTI ENERGY INC COM PTEN PTEN 769,600 $8.3m3.26% 3.26% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 769.6k
11 VENTURE GLOBAL INC COM CL A VG VG 486,600 $7.7m3.00% 3.00% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 486.6k
12 CALIFORNIA RES CORP COM STOCK CRC CRC 109,700 $7.6m2.97% 2.97% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 109.7k
13 WILLIAMS COS INC COM WMB WMB 103,200 $7.5m2.93% 2.93% ReducedShares held: Q2 2025 117.7k, Q3 2025 82.8k, Q4 2025 201.3k, Q1 2026 103.2k -98.1k -98,100 -48.7%
14 CENOVUS ENERGY INC COM CVE CVE 236,500 $6.3m2.45% 2.45% ReducedShares held: Q2 2025 1.1m, Q3 2025 1.1m, Q4 2025 545.0k, Q1 2026 236.5k -308.5k -308,500 -56.6%
15 TORM PLC SHS CL A TRMD TRMD 222,000 $6.2m2.42% 2.42% AddedShares held: Q2 2025 211.8k, Q3 2025 125.4k, Q4 2025 76.7k, Q1 2026 222.0k +145.3k +145,300 189.4%
16 PHILLIPS 66 COM PSX PSX 32,000 $5.8m2.28% 2.28% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 32.0k
17 COMSTOCK RES INC COM CRK CRK 250,369 $5.3m2.06% 2.06% AddedShares held: Q2 2025 28.2k, Q3 2025 276.7k, Q4 2025 46.4k, Q1 2026 250.4k +204.0k +203,969 439.6%
18 BP PLC SPONSORED ADR BP BP 112,000 $5.3m2.06% 2.06% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 112.0k
19 SCORPIO TANKERS INC SHS STNG STNG 70,000 $5.2m2.04% 2.04% AddedShares held: Q2 2025 181.0k, Q3 2025 195.9k, Q4 2025 66.4k, Q1 2026 70.0k +3.6k +3,600 5.4%
20 HAFNIA LTD SHS HAFN HAFN 668,464 $5.1m1.98% 1.98% AddedShares held: Q2 2025 0, Q3 2025 334.0k, Q4 2025 663.1k, Q1 2026 668.5k +5.4k +5,371 0.8%
21 SUNOCO LP/SUNOCO FIN CORP COM UT REP LP SUN SUN 77,400 $5.0m1.96% 1.96% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 77.4k
22 TECHNIPFMC PLC COM FTI FTI 70,700 $4.9m1.91% 1.91% AddedShares held: Q2 2025 234.7k, Q3 2025 12.6k, Q4 2025 14.5k, Q1 2026 70.7k +56.2k +56,200 387.6%
23 PAR PAC HOLDINGS INC COM NEW PARR PARR 73,200 $4.6m1.79% 1.79% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 73.2k
24 PBF ENERGY INC CL A PBF PBF 94,843 $4.5m1.76% 1.76% NewShares held: Q2 2025 0, Q3 2025 244.6k, Q4 2025 0, Q1 2026 94.8k
25 TRANSOCEAN LTD REGISTERED SHS RIG RIG 533,900 $3.5m1.38% 1.38% NewShares held: Q2 2025 1.8m, Q3 2025 2.6m, Q4 2025 0, Q1 2026 533.9k
26 LIBERTY ENERGY INC COM CL A LBRT LBRT 110,200 $3.2m1.24% 1.24% ReducedShares held: Q2 2025 0, Q3 2025 0, Q4 2025 207.6k, Q1 2026 110.2k -97.4k -97,400 -46.9%
27 OCEANEERING INTL INC COM OII OII 82,600 $2.9m1.14% 1.14% NewShares held: Q2 2025 25.5k, Q3 2025 0, Q4 2025 0, Q1 2026 82.6k
28 KINDER MORGAN INC DEL COM KMI KMI 82,000 $2.7m1.07% 1.07% NewShares held: Q2 2025 304.0k, Q3 2025 216.9k, Q4 2025 0, Q1 2026 82.0k
29 BAKER HUGHES COMPANY CL A BKR BKR 43,200 $2.6m1.03% 1.03% NewShares held: Q2 2025 13.2k, Q3 2025 0, Q4 2025 0, Q1 2026 43.2k
30 EOG RES INC COM EOG EOG 15,800 $2.3m0.89% 0.89% NewShares held: Q2 2025 63.0k, Q3 2025 39.8k, Q4 2025 0, Q1 2026 15.8k
31 TARGA RES CORP COM TRGP TRGP 8,000 $2.0m0.78% 0.78% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 8.0k
32 PROSHARES TR II ULTRA BLOOMBERG ULTRA BLOOMBERG 46,000 $741.5k0.29% 0.29% AddedShares held: Q2 2025 0, Q3 2025 29.0k, Q4 2025 41.6k, Q1 2026 46.0k +4.4k +4,400 10.6%
33 TERAWULF INC COM WULF WULF 35,000 $505.1k0.20% 0.20% ReducedShares held: Q2 2025 0, Q3 2025 50.0k, Q4 2025 47.0k, Q1 2026 35.0k -12.0k -12,000 -25.5%
34 FORGENT POWER SOLUTIONS INC COM SHS CL A FPS FPS 12,000 $351.2k0.14% 0.14% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 12.0k
35 SOLARIS ENERGY INFRAS INC COM CL A SEI SEI 5,000 $282.6k0.11% 0.11% ReducedShares held: Q2 2025 0, Q3 2025 0, Q4 2025 120.4k, Q1 2026 5.0k -115.4k -115,400 -95.8%
36 RIOT PLATFORMS INC COM RIOT RIOT 22,000 $271.9k0.11% 0.11% AddedShares held: Q2 2025 0, Q3 2025 0, Q4 2025 13.0k, Q1 2026 22.0k +9.0k +9,000 69.2%
37 MP MATERIALS CORP COM CL A MP MP 4,500 $217.2k0.08% 0.08% ReducedShares held: Q2 2025 0, Q3 2025 0, Q4 2025 5.0k, Q1 2026 4.5k -500 -500 -10.0%

Sold out since Q4 2025

SecurityTickerShares held beforeValue then
COTERRA ENERGY INC CTRA CTRA 1,112,800 $29.3m1.1m shares
EQT CORP EQT EQT 536,000 $28.7m536.0k shares
CHENIERE ENERGY INC LNG LNG 77,800 $15.1m77.8k shares
MARATHON PETE CORP MPC MPC 76,200 $12.4m76.2k shares
VALERO ENERGY CORP VLO VLO 56,574 $9.2m56.6k shares
HELMERICH & PAYNE INC HP HP 298,905 $8.6m298.9k shares
HALLIBURTON CO HAL HAL 225,000 $6.4m225.0k shares
FRONTLINE PLC FRO FRO 290,501 $6.3m290.5k shares
TENARIS S A TS TS 157,700 $6.1m157.7k shares
ANTERO MIDSTREAM CORP AM AM 282,000 $5.0m282.0k shares
NOV INC NOV NOV 265,000 $4.1m265.0k shares
SEADRILL LTD SDRL SDRL 115,835 $4.0m115.8k shares
VALARIS LTD VAL VAL 63,125 $3.2m63.1k shares
CHORD ENERGY CORPORATION CHRD CHRD 32,000 $3.0m32.0k shares
CRESCENT ENERGY COMPANY CRGY CRGY 311,500 $2.6m311.5k shares
NORTHERN OIL & GAS INC NOG NOG 66,100 $1.4m66.1k shares
PROSHARES TR II SCO SCO 48,000 $941.3k48.0k shares
EXPAND ENERGY CORPORATION EXE EXE 7,700 $849.8k7.7k shares
DNOW INC DNOW DNOW 52,500 $695.6k52.5k shares
IPERIONX LTD IPX IPX 10,010 $362.2k10.0k shares