LSP INVESTMENT ADVISORS, LLC

PrivateCIK: 1728850
Location

NEW YORK, NY

18
Positions
$108.87M
Total AUM (reported)
1.20M
Total Shares

Allocation by class

TOTAL AUM$108.87M18 positions
COM$63.90M58.7%
COMMON SHARES$16.77M15.4%
TR UNIT$6.08M5.6%
CAP STK CL C$5.56M5.1%
MSCI EMG MKT ETF$5.47M5.0%
GOLD MINERS ETF$3.91M3.6%
RUSSELL 2000 ETF$3.42M3.1%

Portfolio Concentration

Top 368.1%4–1026.8%11–255.1%TOP 1094.9%0%100%
Top 3$74.12M68.1%
4–10$29.21M26.8%
11–25$5.55M5.1%

Top 3 weight

68.1%

Top 10 weight

94.9%

Voting Authority Distribution

Total shares with voting rights: 1.20M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

1.20M

shares

% of voting shares100.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other18
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings18
Rows:

EXPAND ENERGY CORPORATION

DFND
COM
Shares319.72K
TypeSH
Market value$29.15M
26.78%
Sole
0.00
Shared
319.72K
None
0.00

EQT CORP

DFND
COM
Shares530.30K
TypeSH
Market value$28.20M
25.90%
Sole
0.00
Shared
530.30K
None
0.00

GULFPORT ENERGY CORP

DFND
COMMON SHARES
Shares98.80K
TypeSH
Market value$16.77M
15.40%
Sole
0.00
Shared
98.80K
None
0.00

STATE STR SPDR S&P 500 ETF T

DFND
TR UNIT
Shares8.15K
TypeSH
Market value$6.08M
5.58%
Sole
0.00
Shared
8.15K
None
0.00

ALPHABET INC

DFND
CAP STK CL C
Shares15.73K
TypeSH
Market value$5.56M
5.11%
Sole
0.00
Shared
15.73K
None
0.00

ISHARES TR

DFND
MSCI EMG MKT ETF
Shares80.01K
TypeSH
Market value$5.47M
5.03%
Sole
0.00
Shared
80.01K
None
0.00

VANECK ETF TRUST

DFND
GOLD MINERS ETF
Shares51.83K
TypeSH
Market value$3.91M
3.59%
Sole
0.00
Shared
51.83K
None
0.00

ISHARES TR

DFND
RUSSELL 2000 ETF
Shares11.40K
TypeSH
Market value$3.42M
3.14%
Sole
0.00
Shared
11.40K
None
0.00

AMAZON COM INC

DFND
COM
Shares10.44K
TypeSH
Market value$2.49M
2.29%
Sole
0.00
Shared
10.44K
None
0.00

MICROSOFT CORP

DFND
COM
Shares6.09K
TypeSH
Market value$2.27M
2.09%
Sole
0.00
Shared
6.09K
None
0.00

ISHARES INC

DFND
MSCI JAPAN ETF
Shares22.06K
TypeSH
Market value$2.06M
1.89%
Sole
0.00
Shared
22.06K
None
0.00

VANECK ETF TRUST

DFND
JUNIOR GOLD MINE
Shares9.99K
TypeSH
Market value$981.3K
0.90%
Sole
0.00
Shared
9.99K
None
0.00

EXELON CORP

DFND
COM
Shares11.52K
TypeSH
Market value$537.1K
0.49%
Sole
0.00
Shared
11.52K
None
0.00

CENTERPOINT ENERGY INC

DFND
COM
Shares11.95K
TypeSH
Market value$526.2K
0.48%
Sole
0.00
Shared
11.95K
None
0.00

ROBINHOOD MKTS INC

DFND
COM CL A
Shares4.36K
TypeSH
Market value$437.6K
0.40%
Sole
0.00
Shared
4.36K
None
0.00

CONSTELLATION ENERGY CORP

DFND
COM
Shares1.62K
TypeSH
Market value$403.4K
0.37%
Sole
0.00
Shared
1.62K
None
0.00

PUBLIC SVC ENTERPRISE GROUP

DFND
COM
Shares3.93K
TypeSH
Market value$319.3K
0.29%
Sole
0.00
Shared
3.93K
None
0.00

DUKE ENERGY CORP NEW

DFND
COM NEW
Shares2.25K
TypeSH
Market value$284.8K
0.26%
Sole
0.00
Shared
2.25K
None
0.00