Polymer Capital Management’s Cheniere Energy LNG Stock Holding History

Polymer Capital Management’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	–	Sell	-4,530	Closed	-$1.29M	–	839
2026 Q1	$1.29M	Sell	4,530 -2,167	-32%	-$500K	0.13%	172
2025 Q4	$1.3M	Buy	6,697 +2,507	+60%	+$526K	0.14%	171
2025 Q3	$985K	Buy	4,190 +2,417	+136%	+$568K	0.1%	185
2025 Q2	$432K	Sell	1,773 -285	-14%	-$66K	0.05%	309
2025 Q1	$476K	Buy	+2,058	New	+$463K	0.12%	184

Other funds holding LNG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Polymer Capital Management's LNG Position: Q2 2026 in Review

Polymer Capital Management sold out of Cheniere Energy (LNG) in Q2 2026, closing a stake of 4,530 shares — an estimated $1.29M sold.

Polymer Capital Management first reported a position in LNG in Q1 2025 and held it in 5 quarters. The position peaked at $1.3M in Q4 2025. 1,341 funds tracked by Wall St. Rank hold LNG as of Q2 2026.

Polymer Capital Management reported no remaining Cheniere Energy position as of Q2 2026 after selling out during the quarter.
Polymer Capital Management sold 4,530 Cheniere Energy shares in Q2 2026, an estimated $1.29M.
Polymer Capital Management first reported a position in Cheniere Energy in Q1 2025 and held it in 5 quarters.
Polymer Capital Management's Cheniere Energy position peaked at $1.3M in Q4 2025.
1,341 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.