Sector: energywar
Conviction from: NASDAQS&PCitrini
52-week range: 84.98126.62
Expand Energy, formed from the merger of Chesapeake Energy and Southwestern Energy, is one of the largest US natural gas producers, exploring for and producing natural gas from shale basins.
4 tracked filer(s) hold this · 1 opened, 0 added, 3 trimmed in 30-JUN-2026
Aggregate 13FScore 66 — mean of 4 scored holder(s) · buyers (new/add) avg 56. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Bridgewater | 56 | New buy | 447,886 | $40,842,724 | 0.2% |
| Howard Marks / Oaktree | 71 | Trimmed -67% | 5,237,477 | $477,605,527 | 6.6% |
| Paul Tudor Jones / Tudor | 63 | Trimmed -49% | 312,200 | $28,469,518 | 0.0% |
| Steve Cohen / Point72 | 76 | Trimmed -92% | 135,100 | $12,319,769 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
5 disclosed trade(s) by 2 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-02-17 | Julia Letlow LA05 | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | Gilbert Cisneros CA31 | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | Gilbert Cisneros CA31 | SELL | $1,001 - $15,000 | PTR |
| 2025-07-25 | Julia Letlow LA05 | SELL | $1,001 - $15,000 | PTR |
| 2024-10-23 | Julia Letlow LA05 | BUY | $1,001 - $15,000 | PTR |
8 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-08-22 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,004 - $50,000 | PTR |
| Report | Date | Stance |
|---|
| #111 — Macro Memo: Mo-vember | 2025-11-17 | WATCH |
| #80 — Market Memo: January Musings | 2025-01-09 | LONG |