LJAC
CTRA

L.J. Altfest & Co’s Coterra Energy CTRA Stock Holding History

L.J. Altfest & Co’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-31,275
Closed -$740K – 341
2025
Q3 		$740K Sell
31,275
-10,437
-25% -$252K 0.08% 166
2025
Q2 		$1.06M Buy
41,712
+21,130
+103% +$536K 0.12% 120
2025
Q1 		$595K Sell
20,582
-3,241
-14% -$90.4K 0.07% 184
2024
Q4 		$608K Buy
23,823
+9,308
+64% +$231K 0.08% 179
2024
Q3 		$348K Buy
+14,515
New +$358K 0.05% 259

Other funds holding CTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

L.J. Altfest & Co's CTRA Position: Q4 2025 in Review

L.J. Altfest & Co sold out of Coterra Energy (CTRA) in Q4 2025, closing a stake of 31,275 shares — an estimated $740K sold.

L.J. Altfest & Co first reported a position in CTRA in Q3 2024 and held it in 5 quarters. The position peaked at $1.06M in Q2 2025. 885 funds tracked by Wall St. Rank hold CTRA as of Q4 2025.

  • L.J. Altfest & Co reported no remaining Coterra Energy position as of Q4 2025 after selling out during the quarter.
  • L.J. Altfest & Co sold 31,275 Coterra Energy shares in Q4 2025, an estimated $740K.
  • L.J. Altfest & Co first reported a position in Coterra Energy in Q3 2024 and held it in 5 quarters.
  • L.J. Altfest & Co's Coterra Energy position peaked at $1.06M in Q2 2025.
  • 885 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2025.

Based on L.J. Altfest & Co's 13F filing for Q4 2025, filed 23 Jan 2026.