Greenfire Resources (GFR): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
2 concentrated managers hold it; combined they have held more shares for 3 quarters in a row (1 added, 1 trimmed). Its median weight in those portfolios is 2.0%.
Who owns Greenfire Resources?
Holders reporting more than 5% of the shares to the SEC (Schedules 13D/13G): Waterous Energy Fund Management, 72.1% (13D/A filed Nov 18, 2025). As of Jun 30, 2026, the largest holders reported on Form 13F were Moerus Capital Management (1.8% of the shares), Wexford Capital (1.6%) and Nokomis Capital, L.L.C (1.3%).
Which institutions hold the most Greenfire Resources shares?
Per Form 13F filings as of Jun 30, 2026, as a share of all shares outstanding:
- 1. Moerus Capital Management: 1.8%
- 2. Wexford Capital: 1.6%
- 3. Nokomis Capital, L.L.C: 1.3%
- 4. Aegis Financial: 0.6%
- 5. K2 Principal Fund: 0.6%
- 6. Saber Capital Managment: 0.5%
- 7. Louisbourg Investments: 0.5%
- 8. UBS Group: 0.5%
- 9. Bank of Montreal: 0.4%
- 10. PCJ Investment Counsel: 0.4%
How much of Greenfire Resources do institutions own?
The 54 institutions that file 13F reported 11.7% of the shares as of Jun 30, 2026.
Sources:13D/A by Waterous Energy Fund Management (Nov 18, 2025) ↗All of the company's proxy statements on EDGAR ↗
13F percentages divide the shares each institution reports by the shares outstanding on the cover of the company's latest report before the quarter end (Mar 13, 2026). Entities of the same group file separately and are not added up. We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.
Quarter flow (concentrated managers)
Change in managers (2 → 2): 0 opened · 0 exited = 0
Net flow in the quarter: +$1.2M (+221 K shares) · bought $2.0M and sold $787KShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Accumulation: combined they have held more shares for 3 quarters in a row (1 added, 1 trimmed). It is the combined share count of those still holding it: one large buyer can outweigh many who trimmed.
The set of concentrated managers changed between quarters: with the set as it was then, 3 held it last quarter (the chart point); with today's set, 2 (the base for the change).
Concentrated managers holding it
- Nokomis Capital, L.L.CReduced$9.1M3.3%−0.2 pp
- Aegis FinancialIncreased$4.4M0.7%+0.3 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of GFR (all 13F filers)
- Moerus Capital Management2.2 MInvestment firm−104 K
- Wexford Capital2.0 MInvestment firm0
- Nokomis Capital, L.L.Cconcentrated1.6 MInvestment firm−139 K
- Aegis Financialconcentrated778 KInvestment firm+360 K
- K2 Principal Fund721 KType not verified+64 K
- Saber Capital Managment675 KType not verified+4,523
- Louisbourg Investments662 KType not verified+250 K
- UBS Group604 KBank or trading desk−183 K
- Bank of Montreal498 KBank or trading desk−519 K
- PCJ Investment Counsel445 KInvestment firm+445 K
- Moerus Capital Management
- Shares
- 2.2 M
- Change
- −104 K
See more
- Type
- Investment firm
- Value
- $12.6M
- Wexford Capital
- Shares
- 2.0 M
- Change
- 0
See more
- Type
- Investment firm
- Value
- $11.5M
- Nokomis Capital, L.L.Cconcentrated
- Shares
- 1.6 M
- Change
- −139 K
See more
- Type
- Investment firm
- Value
- $9.1M
- Aegis Financialconcentrated
- Shares
- 778 K
- Change
- +360 K
See more
- Type
- Investment firm
- Value
- $4.4M
- K2 Principal Fund
- Shares
- 721 K
- Change
- +64 K
See more
- Type
- Type not verified
- Value
- $4.1M
- Saber Capital Managment
- Shares
- 675 K
- Change
- +4,523
See more
- Type
- Type not verified
- Value
- $3.8M
- Louisbourg Investments
- Shares
- 662 K
- Change
- +250 K
See more
- Type
- Type not verified
- Value
- $3.7M
- Shares
- 604 K
- Change
- −183 K
See more
- Type
- Bank or trading desk
- Value
- $3.4M
- Shares
- 498 K
- Change
- −519 K
See more
- Type
- Bank or trading desk
- Value
- $2.8M
- PCJ Investment Counsel
- Shares
- 445 K
- Change
- +445 K
See more
- Type
- Investment firm
- Value
- $2.5M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Held by institutions (13F)
Institutions (13F): 11.7% of the shares · top 10: 8.2% · in index firms: 2.5% of the institutional total
Q2 2026: 11.7%
Shares reported by the 54 13F filers as of Jun 30, 2026, divided by the shares outstanding on the cover of the company's latest report (Mar 13, 2026). It is not all institutional ownership: only managers above $100M file a 13F, and it excludes short positions. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. We only publish it where the figure is credible: not for ADRs, companies with more than one share class or stale shares-outstanding data.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Encompass Capital Advisorsfell below 5%13G · amendmentfiling ↗Event: Dec 31, 2025 · filed: Feb 17, 2026
- Waterous Energy Fund Management72.12%13D · amendmentfiling ↗Event: Nov 14, 2025 · filed: Nov 18, 2025
- Waterous Energy Fund Management69.48%13D · amendmentfiling ↗Event: Nov 10, 2025 · filed: Nov 12, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗
Other Energy stocks in managers' portfolios
Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.
- Black Stone MineralsBSM · 6 managers
- PBF EnergyPBF · 6 managers
- NobleNE · 6 managers
- HF SinclairDINO · 7 managers
- Matador ResourcesMTDR · 7 managers
- OvintivOVV · 7 managers