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Valinor Management’s NextDecade NEXT Stock Holding History

Valinor Management’s Portfolio NEXT Stock Details NEXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,735,065
Closed -$32.2M – 1
2025
Q3 		$32.2M Sell
4,735,065
-3,713,070
-44% -$35.9M 100% 1
2025
Q2 		$75.3M Sell
8,448,135
-3,125,677
-27% -$24.2M 100% 1
2025
Q1 		$90M Sell
11,573,812
-2,177,948
-16% -$17.6M 100% 1
2024
Q4 		$106M Hold
13,751,760
– – 100% 1
2024
Q3 		$64.8M Sell
13,751,760
-149,520
-1% -$904K 100% 1
2024
Q2 		$110M Sell
13,901,280
-254,480
-2% -$1.75M 100% 1
2024
Q1 		$80.4M Sell
14,155,760
-831,362
-6% -$4.15M 100% 1
2023
Q4 		$71.5M Sell
14,987,122
-2,771,487
-16% -$12.9M 100% 1
2023
Q3 		$90.9M Buy
17,758,609
+2,896,781
+19% +$17.6M 100% 1
2023
Q2 		$122M Hold
14,861,828
– – 100% 1
2023
Q1 		$73.9M Hold
14,861,828
– – 100% 1
2022
Q4 		$73.4M Buy
+14,861,828
New +$85.4M 100% 1
2021
Q3 		$41M Sell
14,737,363
-4,813,971
-25% -$15.2M 100% 1
2021
Q2 		$80.7M Hold
19,551,334
– – 100% 1
2021
Q1 		$52.2M Hold
19,551,334
– – 100% 1
2020
Q4 		$58.3M Hold
19,551,334
– – 100% 1
2020
Q3 		$58.3M Hold
19,551,334
– – 100% 1
2020
Q2 		$42.2M Hold
19,551,334
– – 100% 1
2020
Q1 		$36.8M Hold
19,551,334
– – 3.29% 17
2019
Q4 		$120M Hold
19,551,334
– – 8.02% 1
2019
Q3 		$113M Hold
19,551,334
– – 7.62% 1
2019
Q2 		$124M Hold
19,551,334
– – 7.43% 1
2019
Q1 		$108M Hold
19,551,334
– – 5.65% 3
2018
Q4 		$106M Hold
19,551,334
– – 5.15% 3
2018
Q3 		$110M Buy
19,551,334
+94,021
+0.5% +$561K 4.11% 7
2018
Q2 		$133M Hold
19,457,313
– – 4.17% 7
2018
Q1 		$96.1M Sell
19,457,313
-28,750
-0.1% -$183K 2.92% 17
2017
Q4 		$162M Sell
19,486,063
-34,005
-0.2% -$321K 4.8% 3
2017
Q3 		$197M Buy
+19,520,068
New +$191M 6.17% 3

Other funds holding NEXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
MIPU
Man Investment Partners (US) New York $84.3M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Valinor Management's NEXT Position: Q4 2025 in Review

Valinor Management sold out of NextDecade (NEXT) in Q4 2025, closing a stake of 4,735,065 shares — an estimated $32.2M sold.

Valinor Management first reported a position in NEXT in Q3 2017 and held it in 29 quarters. The position peaked at $197M in Q3 2017. 185 funds tracked by Wall St. Rank hold NEXT as of Q4 2025.

  • Valinor Management reported no remaining NextDecade position as of Q4 2025 after selling out during the quarter.
  • Valinor Management sold 4,735,065 NextDecade shares in Q4 2025, an estimated $32.2M.
  • Valinor Management first reported a position in NextDecade in Q3 2017 and held it in 29 quarters.
  • Valinor Management's NextDecade position peaked at $197M in Q3 2017.
  • 185 funds tracked by Wall St. Rank held NextDecade as of Q4 2025.

Based on Valinor Management's 13F filing for Q4 2025.