MS
LNG icon

Murray Stahl’s Cheniere Energy LNG Stock Holding History

Murray Stahl’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
Q2 		$96.1M Sell
402,040
-18,288
-4% -$4.56M 1.09% 13
2026
Q1 		$119M Sell
420,328
-43,001
-9% -$9.93M 1.29% 11
2025
Q4 		$90.1M Sell
463,329
-9,630
-2% -$2.02M 1.22% 13
2025
Q3 		$111M Sell
472,959
-11,953
-2% -$2.81M 1.35% 11
2025
Q2 		$118M Buy
+484,912
New +$112M 1.4% 9
2025
Q1 		– Hold
0
– – – 8
2024
Q4 		– Hold
0
– – – 9
2024
Q3 		– Hold
0
– – – 11
2024
Q2 		– Hold
0
– – – 8
2024
Q1 		– Hold
0
– – – 9
2023
Q4 		– Hold
0
– – – 8
2023
Q3 		– Hold
0
– – – 6
2023
Q2 		– Hold
0
– – – 8
2023
Q1 		– Hold
0
– – – 6
2022
Q4 		– Hold
0
– – – 7
2022
Q3 		– Hold
0
– – – 4
2022
Q2 		– Hold
0
– – – 7
2022
Q1 		– Hold
0
– – – 9
2021
Q4 		– Sell
-508,720
Closed -$53.1M – 15
2021
Q3 		$49.7M Sell
508,720
-9,547
-2% -$836K 1.16% 14
2021
Q2 		$45M Sell
518,267
-6,953
-1% -$566K 0.92% 15
2021
Q1 		$37.8M Buy
525,220
+23,791
+5% +$1.63M 0.86% 17
2020
Q4 		$30.1M Sell
501,429
-100,751
-17% -$5.4M 1% 19
2020
Q3 		$27.9M Sell
602,180
-47,769
-7% -$2.42M 1.12% 19
2020
Q2 		$31.4M Sell
649,949
-72,614
-10% -$3.17M 1.14% 17
2020
Q1 		$24.2M Buy
722,563
+114,388
+19% +$5.86M 1.07% 20
2019
Q4 		$37.1M Sell
608,175
-61,757
-9% -$3.8M 1.05% 18
2019
Q3 		$42.2M Buy
669,932
+58,599
+10% +$3.75M 1.27% 18
2019
Q2 		$41.8M Buy
611,333
+266,962
+78% +$17.7M 1.16% 17
2019
Q1 		$23.5M Buy
+344,371
New +$22.6M 0.65% 21

Other funds holding LNG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Murray Stahl's LNG Position: Q2 2026 in Review

Murray Stahl reduced its Cheniere Energy (LNG) stake by 4.4% in Q2 2026, selling an estimated $4.56M and leaving 402,040 shares worth $96.1M. The position accounts for 1.09% of the portfolio, ranked #13.

Murray Stahl first reported a position in LNG in Q1 2019 and has held it in 16 quarters since. The position peaked at $119M in Q1 2026. 1,332 funds tracked by Wall St. Rank hold LNG as of Q2 2026.

  • Murray Stahl held 402,040 shares of Cheniere Energy worth $96.1M as of Q2 2026.
  • Murray Stahl sold 18,288 Cheniere Energy shares in Q2 2026, an estimated $4.56M.
  • Cheniere Energy made up 1.09% of Murray Stahl's portfolio in Q2 2026, its #13 holding.
  • Murray Stahl first reported a position in Cheniere Energy in Q1 2019 and has held it in 16 quarters since.
  • Murray Stahl's Cheniere Energy position peaked at $119M in Q1 2026.
  • 1,332 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.