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

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	–	112
2025 Q4	$7.72M	Sell	1,155,000 -2,290,000	-66%	-$10.1M	0.38%	73
2025 Q3	$7.51M	Sell	3,445,000 -2,675,000	-44%	-$4.26M	0.43%	70
2025 Q2	$7.53M	Hold	6,120,000	–	–	0.49%	67
2025 Q1	$7.71M	Buy	6,120,000 +470,000	+8%	+$867K	0.52%	62
2024 Q4	$14.6M	Buy	5,650,000 +1,200,950	+27%	+$2.01M	1.12%	41
2024 Q3	$4.32M	Buy	4,449,050 +2,150,500	+94%	+$2.94M	0.38%	67
2024 Q2	$3.91M	Sell	2,298,550 -150,000	-6%	-$286K	0.4%	64
2024 Q1	$4.11M	Buy	2,448,550 +200,000	+9%	+$317K	0.48%	63
2023 Q4	$4.2M	Buy	2,248,550 +85,000	+4%	+$229K	0.54%	64
2023 Q3	$10.6M	Buy	2,163,550 +808,550	+60%	+$5.81M	1.52%	33
2023 Q2	$12.7M	Hold	1,355,000	–	–	1.92%	24
2023 Q1	$12M	Buy	+1,355,000	New	+$11.8M	1.94%	27
2022 Q3	–	Sell	-40,000	Closed	-$274K	–	120
2022 Q2	$274K	Hold	40,000	–	–	0.06%	97
2022 Q1	$490K	Hold	40,000	–	–	0.1%	86
2021 Q4	$447K	Buy	+40,000	New	+$433K	0.12%	88