SOUTHPORT MANAGEMENT, L.L.C.

data from 30/09/2025

Capitalization

$ 24.238 M 18.33 %

Average holding period

8 ans

Performance

$ 42.531 M 34 046.65 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in SOUTHPORT MANAGEMENT, L.L.C.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 CCJ CAMECO CORP 10.38% 2.516 M $ 30000 2023/06/30 288.899 K $ 12.97 %
2025/09/30 LNG CHENIERE ENERGY INC 9.21% 2.232 M $ 9500 2020/12/31 -102.480 K $ -3.51 %
2025/09/30 IMRX IMMUNEERING CORP 7.87% 1.908 M $ 272501 2023/09/30 889.350 K $ 107.72 %
2025/09/30 AMLP ALPS ETF TR 5.91% 1.431 M $ 30500 2023/09/30 -58.864 K $ -3.95 %
2025/09/30 MMM 3M CO 5.12% 1.241 M $ 8000 2024/06/30 23.519 K $ 1.93 %
2025/09/30 XOM EXXON MOBIL CORP 4.65% 1.128 M $ 10000 2023/12/31 49.500 K $ 4.59 %
2025/09/30 NVGS NAVIGATOR HLDGS LTD 4.31% 1.046 M $ 67500 2020/12/31 90.449 K $ 9.47 %
2025/09/30 CQP CHENIERE ENERGY PARTNERS LP 4.31% 1.045 M $ 19409 2018/12/31 -43.282 K $ -3.98 %
2025/09/30 EME EMCOR GROUP INC 4.02% 974.310 K $ 1500 2020/06/30 171.974 K $ 21.43 %
2025/09/30 MDT MEDTRONIC PLC 3.93% 952.400 K $ 10000 2025/09/30 0.000 $ 0.00 %
2025/09/30 SDS PROSHARES TR 3.88% 939.250 K $ 65000 2023/12/31 -131.999 K $ -13.21 %
2025/09/30 EXE EXPAND ENERGY CORPORATION 3.80% 921.101 K $ 8670 2024/12/31 -92.769 K $ -9.15 %
2025/09/30 GDX VANECK ETF TRUST 3.78% 916.800 K $ 12000 2025/06/30 292.080 K $ 46.75 %
2025/09/30 SLB SCHLUMBERGER LTD 3.55% 859.250 K $ 25000 2024/03/31 11.400 K $ 1.69 %
2025/09/30 EQT EQT CORP 3.37% 816.450 K $ 15000 2025/09/30 0.000 $ 0.00 %
2025/09/30 QID PROSHARES TR 3.02% 732.020 K $ 34000 2024/06/30 -90.959 K $ -14.97 %
2025/09/30 EU ENCORE ENERGY CORP 2.98% 722.250 K $ 225000 2024/03/31 66.500 K $ 12.24 %
2025/09/30 EMXC ISHARES INC 2.79% 675.100 K $ 10000 2025/06/30 32.775 K $ 6.92 %
2025/09/30 DVN DEVON ENERGY CORP NEW 2.51% 607.239 K $ 17320 2021/03/31 23.790 K $ 10.22 %
2025/09/30 QXO QXO INC 2.16% 524.150 K $ 27500 2025/06/30 -55.800 K $ -11.51 %
2025/09/30 BBIO BRIDGEBIO PHARMA INC 2.14% 519.400 K $ 10000 2023/06/30 131.399 K $ 20.29 %
2025/09/30 DHC DIVERSIFIED HEALTHCARE TR 2.00% 485.100 K $ 110000 2023/06/30 91.300 K $ 23.18 %
2025/09/30 DNN DENISON MINES CORP 1.71% 415.250 K $ 151000 2023/03/31 84.630 K $ 51.10 %
2025/09/30 ASPI ASP ISOTOPES INC 1.19% 288.600 K $ 30000 2025/09/30 0.000 $ 0.00 %
2025/09/30 NEBIUS GROUP N.V. 0.69% 168.405 K $ 1500 2025/09/30 0.000 $ 0.00 %
2025/09/30 SKYLINE BLDRS GROUP HLDG LTD 0.54% 130.644 K $ 38200 2025/09/30 0.000 $ 0.00 %
2025/09/30 DSX DIANA SHIPPING INC 0.18% 43.875 K $ 26116 2021/03/31 5.745 K $ 15.07 %
2025/09/30 CB CHUBB LIMITED 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 TTEC TTEC HLDGS INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %