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Beaconlight Capital’s Cheniere Energy LNG Stock Holding History

Beaconlight Capital’s Portfolio LNG Stock Details LNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.46M Sell
29,799
-6,036
-17% -$1.39M 4.46% 7
2025
Q4 		$6.97M Sell
35,835
-24,304
-40% -$5.1M 4.07% 10
2025
Q3 		$14.1M Sell
60,139
-646
-1% -$152K 6.97% 3
2025
Q2 		$14.8M Sell
60,785
-7,450
-11% -$1.73M 8.45% 2
2025
Q1 		$15.8M Sell
68,235
-36,962
-35% -$8.32M 10.58% 3
2024
Q4 		$22.6M Buy
105,197
+35,815
+52% +$7.27M 8.38% 5
2024
Q3 		$12.5M Sell
69,382
-16,573
-19% -$2.98M 5.08% 7
2024
Q2 		$15M Buy
85,955
+12,087
+16% +$1.92M 6.74% 4
2024
Q1 		$11.9M Sell
73,868
-2,480
-3% -$399K 4.75% 8
2023
Q4 		$13M Sell
76,348
-28,575
-27% -$4.91M 5.28% 6
2023
Q3 		$17.4M Sell
104,923
-4,297
-4% -$693K 7.53% 3
2023
Q2 		$16.6M Sell
109,220
-39,644
-27% -$5.87M 7.65% 2
2023
Q1 		$23.5M Buy
148,864
+39,831
+37% +$6.01M 12.4% 1
2022
Q4 		$16.4M Sell
109,033
-42,935
-28% -$7.18M 9.18% 1
2022
Q3 		$25.2M Sell
151,968
-66,622
-30% -$10.1M 14.24% 1
2022
Q2 		$29.1M Buy
218,590
+41,595
+24% +$5.67M 13.48% 1
2022
Q1 		$24.5M Buy
176,995
+44,805
+34% +$5.44M 7.76% 3
2021
Q4 		$13.4M Sell
132,190
-84,456
-39% -$8.81M 4.63% 7
2021
Q3 		$21.2M Sell
216,646
-48,496
-18% -$4.24M 9.24% 1
2021
Q2 		$23M Buy
265,142
+5,547
+2% +$451K 8.21% 1
2021
Q1 		$18.7M Sell
259,595
-50,355
-16% -$3.44M 3.01% 7
2020
Q4 		$18.6M Buy
309,950
+132,157
+74% +$7.09M 5.65% 3
2020
Q3 		$8.23M Sell
177,793
-41,355
-19% -$2.1M 2.94% 11
2020
Q2 		$10.6M Buy
219,148
+167,748
+326% +$7.33M 3.53% 11
2020
Q1 		$1.72M Buy
+51,400
New +$2.63M 0.46% 32
2017
Q1 		– Sell
-124,600
Closed -$5.16M – 22
2016
Q4 		$5.16M Buy
+124,600
New +$5.03M 2.78% 15
2016
Q3 		– Sell
-45,095
Closed -$1.69M – 33
2016
Q2 		$1.69M Sell
45,095
-48,600
-52% -$1.71M 0.79% 25
2016
Q1 		$3.17M Buy
+93,695
New +$3.04M 1.86% 16

Other funds holding LNG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Beaconlight Capital's LNG Position: Q1 2026 in Review

Beaconlight Capital reduced its Cheniere Energy (LNG) stake by 17% in Q1 2026, selling an estimated $1.39M and leaving 29,799 shares worth $8.46M. The position accounts for 4.46% of the portfolio, ranked #7.

Beaconlight Capital first reported a position in LNG in Q1 2016 and has held it in 28 quarters since. The position peaked at $29.1M in Q2 2022. 1,362 funds tracked by Wall St. Rank hold LNG as of Q1 2026.

  • Beaconlight Capital held 29,799 shares of Cheniere Energy worth $8.46M as of Q1 2026.
  • Beaconlight Capital sold 6,036 Cheniere Energy shares in Q1 2026, an estimated $1.39M.
  • Cheniere Energy made up 4.46% of Beaconlight Capital's portfolio in Q1 2026, its #7 holding.
  • Beaconlight Capital first reported a position in Cheniere Energy in Q1 2016 and has held it in 28 quarters since.
  • Beaconlight Capital's Cheniere Energy position peaked at $29.1M in Q2 2022.
  • 1,362 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2026.

Based on Beaconlight Capital's 13F filing for Q1 2026, filed 14 May 2026.