LFCM
TE

Long Focus Capital Management’s T1 Energy TE Stock Holding History

Long Focus Capital Management’s Portfolio TE Stock Details TE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,155,000
Closed -$7.72M – 107
2025
Q4 		$7.72M Sell
1,155,000
-2,290,000
-66% -$10.1M 0.2% 73
2025
Q3 		$7.51M Sell
3,445,000
-2,675,000
-44% -$4.26M 0.25% 70
2025
Q2 		$7.53M Hold
6,120,000
– – 0.28% 67
2025
Q1 		$7.71M Buy
6,120,000
+470,000
+8% +$867K 0.26% 62
2024
Q4 		$14.6M Buy
5,650,000
+1,200,950
+27% +$2.01M 0.47% 41
2024
Q3 		$4.32M Buy
4,449,050
+2,150,500
+94% +$2.94M 0.15% 67
2024
Q2 		$3.91M Sell
2,298,550
-150,000
-6% -$286K 0.15% 64
2024
Q1 		$4.11M Buy
2,448,550
+200,000
+9% +$317K 0.21% 63
2023
Q4 		$4.2M Buy
2,248,550
+85,000
+4% +$229K 0.14% 64
2023
Q3 		$10.6M Buy
2,163,550
+808,550
+60% +$5.81M 0.38% 33
2023
Q2 		$12.7M Hold
1,355,000
– – 0.58% 24
2023
Q1 		$12M Buy
+1,355,000
New +$11.8M 0.68% 27
2022
Q3 		– Sell
-40,000
Closed -$274K – 117
2022
Q2 		$274K Hold
40,000
– – 0.03% 97
2022
Q1 		$490K Hold
40,000
– – 0.06% 86
2021
Q4 		$447K Buy
+40,000
New +$433K 0.06% 88

Other funds holding TE

ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

Long Focus Capital Management's TE Position: Q1 2026 in Review

Long Focus Capital Management sold out of T1 Energy (TE) in Q1 2026, closing a stake of 1,155,000 shares — an estimated $7.72M sold.

Long Focus Capital Management first reported a position in TE in Q4 2021 and held it in 15 quarters. The position peaked at $14.6M in Q4 2024. 254 funds tracked by Wall St. Rank hold TE as of Q1 2026.

  • Long Focus Capital Management reported no remaining T1 Energy position as of Q1 2026 after selling out during the quarter.
  • Long Focus Capital Management sold 1,155,000 T1 Energy shares in Q1 2026, an estimated $7.72M.
  • Long Focus Capital Management first reported a position in T1 Energy in Q4 2021 and held it in 15 quarters.
  • Long Focus Capital Management's T1 Energy position peaked at $14.6M in Q4 2024.
  • 254 funds tracked by Wall St. Rank held T1 Energy as of Q1 2026.

Based on Long Focus Capital Management's 13F filing for Q1 2026, filed 15 May 2026.