Osborne Partners Capital Management’s Cheniere Energy LNG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.18M Sell
21,794
-51,646
-70% -$11.9M 0.33% 91
2025
Q4
$14.3M Buy
73,440
+292
+0.4% +$61.3K 0.74% 47
2025
Q3
$17.2M Buy
73,148
+170
+0.2% +$40K 0.87% 34
2025
Q2
$17.8M Sell
72,978
-2,074
-3% -$480K 0.95% 26
2025
Q1
$17.4M Sell
75,052
-1,625
-2% -$366K 1% 25
2024
Q4
$16.5M Sell
76,677
-319
-0.4% -$64.8K 0.95% 24
2024
Q3
$13.8M Sell
76,996
-35,400
-31% -$6.37M 0.79% 37
2024
Q2
$19.7M Buy
112,396
+1,267
+1% +$202K 1.18% 21
2024
Q1
$17.9M Buy
111,129
+2,712
+3% +$436K 1.1% 21
2023
Q4
$18.5M Sell
108,417
-1,886
-2% -$324K 1.21% 21
2023
Q3
$18.3M Buy
110,303
+427
+0.4% +$68.9K 1.36% 18
2023
Q2
$16.7M Buy
109,876
+1,164
+1% +$172K 1.21% 21
2023
Q1
$17.1M Sell
108,712
-430
-0.4% -$64.9K 1.26% 20
2022
Q4
$16.4M Buy
109,142
+2,684
+3% +$449K 1.28% 20
2022
Q3
$17.7M Sell
106,458
-1,034
-1% -$157K 1.48% 16
2022
Q2
$14.3M Sell
107,492
-18,675
-15% -$2.54M 1.09% 22
2022
Q1
$17.5M Buy
126,167
+392
+0.3% +$47.6K 1.29% 18
2021
Q4
$12.8M Sell
125,775
-150
-0.1% -$15.6K 0.93% 33
2021
Q3
$12.3M Buy
125,925
+4,597
+4% +$402K 0.99% 30
2021
Q2
$10.5M Buy
121,328
+2,365
+2% +$192K 0.87% 37
2021
Q1
$8.57M Sell
118,963
-10,720
-8% -$733K 0.78% 43
2020
Q4
$7.79M Buy
129,683
+30,523
+31% +$1.64M 0.95% 31
2020
Q3
$4.59M Buy
99,160
+3,200
+3% +$162K 0.92% 42
2020
Q2
$4.64M Buy
95,960
+3,020
+3% +$132K 0.99% 38
2020
Q1
$3.11M Buy
92,940
+10,006
+12% +$513K 0.81% 46
2019
Q4
$5.07M Buy
82,934
+837
+1% +$51.5K 1.03% 38
2019
Q3
$5.18M Sell
82,097
-3,647
-4% -$234K 1.04% 38
2019
Q2
$5.87M Sell
85,744
-2,685
-3% -$178K 1.12% 34
2019
Q1
$6.04M Sell
88,429
-13,625
-13% -$896K 1.18% 35
2018
Q4
$6.04M Buy
102,054
+17,840
+21% +$1.1M 0.9% 38
2018
Q3
$5.85M Sell
84,214
-3,537
-4% -$228K 0.75% 51
2018
Q2
$5.72M Buy
87,751
+10,542
+14% +$649K 0.78% 49
2018
Q1
$4.13M Buy
77,209
+620
+0.8% +$34.2K 0.57% 64
2017
Q4
$4.12M Buy
76,589
+672
+0.9% +$32.4K 0.55% 64
2017
Q3
$3.42M Buy
75,917
+2,085
+3% +$92.1K 0.47% 71
2017
Q2
$3.6M Buy
73,832
+3,410
+5% +$163K 0.51% 67
2017
Q1
$3.33M Sell
70,422
-890
-1% -$41K 0.48% 72
2016
Q4
$2.95M Buy
71,312
+4,355
+7% +$176K 0.43% 75
2016
Q3
$2.92M Sell
66,957
-460
-0.7% -$19.4K 0.44% 72
2016
Q2
$2.53M Sell
67,417
-1,945
-3% -$68.4K 0.38% 78
2016
Q1
$2.35M Buy
69,362
+4,570
+7% +$148K 0.34% 80
2015
Q4
$2.41M Buy
64,792
+19,167
+42% +$873K 0.35% 80
2015
Q3
$2.2M Buy
+45,625
New +$2.81M 0.32% 85

Other funds holding LNG

Osborne Partners Capital Management's LNG Position: Q1 2026 in Review

Osborne Partners Capital Management reduced its Cheniere Energy (LNG) stake by 70% in Q1 2026, selling an estimated $11.9M and leaving 21,794 shares worth $6.18M. The position accounts for 0.33% of the portfolio, ranked #91.

Osborne Partners Capital Management first reported a position in LNG in Q3 2015 and has held it in 43 quarters since. The position peaked at $19.7M in Q2 2024. 1,361 funds tracked by Wall St. Rank hold LNG as of Q1 2026.

  • Osborne Partners Capital Management held 21,794 shares of Cheniere Energy worth $6.18M as of Q1 2026.
  • Osborne Partners Capital Management sold 51,646 Cheniere Energy shares in Q1 2026, an estimated $11.9M.
  • Cheniere Energy made up 0.33% of Osborne Partners Capital Management's portfolio in Q1 2026, its #91 holding.
  • Osborne Partners Capital Management first reported a position in Cheniere Energy in Q3 2015 and has held it in 43 quarters since.
  • Osborne Partners Capital Management's Cheniere Energy position peaked at $19.7M in Q2 2024.
  • 1,361 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2026.

Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.