DOSSIER · 13F-HR · Q1 2026

Mercuria Capital Strategies, LLC

Mercuria Strategies's family office based in Stamford, CT $262M in tracked AUM across 31 positions as of Q1 2026.

MS
Mercuria Strategies·Stamford, CT·Family Office
CIK 0002048079 · last filed Mar 31, 2026
Total AUM
$262M
11.3%
vs prior
Holdings
31
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
Top sector
Financials
46% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Mercuria Capital Strategies, LLC has undergone a drastic restructuring of its portfolio during the quarter ending September 30, 2025. The firm reduced its total assets under management (AUM) reported in this 13F filing by 85.4%, declining from $373.71 million to $54.56 million. This dramatic capital reduction, coupled with a complete overhaul of the portfolio's composition, suggests a significant strategic pivot, a substantial return of capital to investors, or a migr...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
G8726X106
TEEKAY TANKERS LTD
$130M1.8M49.9%
02
N53745100
LYONDELLBASELL INDUSTRIES NV
$33M407K12.5%
03
G0R78B106
BAIN CAP GSS INVT CORP
$16M1.5M6.0%
04
G0233J100
ALUSSA ENERGY ACQUISIT CORP
$10M1.0M3.8%
05
G6881J128
PALOMA ACQUISITION CORP I
$10M1.0M3.8%
06
VG
VENTURE GLOBAL INC
$9M580K3.5%
07
G2851K104
DRUGS MADE IN AMER ACQ II CO
$7M750K2.9%
08
G0131Y100
AGRICULTURE & NAT SOL ACQ CO
$6M500K2.2%
09
G47875102
INFLECTION PT ACQUISITION CO
$5M535K2.1%
10
VIXY
PROSHARES TR II
$5M150K2.0%

Filing history

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