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First Sabrepoint Capital Management’s Atlas Energy Solutions AESI Stock Holding History

First Sabrepoint Capital Management’s Portfolio AESI Stock Details AESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-345,000
Closed -$7.8M – 48
2024
Q1 		$7.8M Buy
+345,000
New +$6.43M 2.09% 22

Other funds holding AESI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
MWA
Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

First Sabrepoint Capital Management's AESI Position: Q3 2025 in Review

First Sabrepoint Capital Management sold out of Atlas Energy Solutions (AESI) in Q3 2025, closing a stake of 350,000 shares — an estimated $4.68M sold.

First Sabrepoint Capital Management first reported a position in AESI in Q4 2023 and held it in 6 quarters. The position peaked at $15.7M in Q1 2024. 244 funds tracked by Wall St. Rank hold AESI as of Q3 2025.

  • First Sabrepoint Capital Management reported no remaining Atlas Energy Solutions position as of Q3 2025 after selling out during the quarter.
  • First Sabrepoint Capital Management sold 350,000 Atlas Energy Solutions shares in Q3 2025, an estimated $4.68M.
  • First Sabrepoint Capital Management first reported a position in Atlas Energy Solutions in Q4 2023 and held it in 6 quarters.
  • First Sabrepoint Capital Management's Atlas Energy Solutions position peaked at $15.7M in Q1 2024.
  • 244 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q3 2025.

Based on First Sabrepoint Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.