TFR Capital’s Cheniere Energy LNG Stock Holding History

TFR Capital’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 Q3	$2.62M	Buy	9,741 +2,423	+33%	+$651K	0.68%	43
2026 Q2	$1.75M	Sell	7,318 -1,406	-16%	-$350K	0.49%	64
2026 Q1	$2.48M	Buy	8,724 +606	+7%	+$140K	0.76%	34
2025 Q4	$1.58M	Buy	8,118 +285	+4%	+$59.8K	0.52%	57
2025 Q3	$1.84M	Buy	7,833 +188	+2%	+$44.2K	0.61%	53
2025 Q2	$1.86M	Buy	7,645 +326	+4%	+$75.5K	0.67%	49
2025 Q1	$1.69M	Buy	7,319 +189	+3%	+$42.6K	0.71%	46
2024 Q4	$1.53M	Buy	+7,130	New	+$1.45M	0.76%	45

Other funds holding LNG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

TFR Capital's LNG Position: Q3 2026 in Review

TFR Capital increased its Cheniere Energy (LNG) stake by 33% in Q3 2026, buying an estimated $651K and bringing the position to 9,741 shares worth $2.62M. The position accounts for 0.68% of the portfolio, ranked #43.

TFR Capital first reported a position in LNG in Q4 2024 and has held it in 8 quarters since. 793 funds tracked by Wall St. Rank hold LNG as of Q3 2026.

TFR Capital held 9,741 shares of Cheniere Energy worth $2.62M as of Q3 2026.
TFR Capital bought 2,423 Cheniere Energy shares in Q3 2026, an estimated $651K.
Cheniere Energy made up 0.68% of TFR Capital's portfolio in Q3 2026, its #43 holding.
TFR Capital first reported a position in Cheniere Energy in Q4 2024 and has held it in 8 quarters since.
793 funds tracked by Wall St. Rank held Cheniere Energy as of Q3 2026.

Based on TFR Capital's 13F filing for Q3 2026, filed 9 Nov 2026.