Atlas Energy Solutions Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report2 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
AESI Holdings Inc.
8.10
−0.13 · −1.55%
post 8.10 0.00%
No other changes.
No other changes.
Atlas Energy Solutions Inc. engages in the production, processing, and sale of mesh and sand used as a proppant during the well completion process in the Permian Basin of West Texas and New Mexico. The company provides transportation and logistics, storage solutions, and contract labor services. It sells its products and services to oil and natural gas exploration and production companies, hydraulic fracturing services, and oilfield services companies. The company was founded in 2017 and is headquartered in Austin, Texas.
Atlas Energy Solutions Inc. engages in the production, processing, and sale of mesh and sand used as a proppant during the well completion process in the Permian Basin of West Texas and New Mexico. The company provides transportation and logistics, storage solutions, and contract labor services. It sells its products and services to oil and natural gas exploration and production companies, hydraulic fracturing services, and oilfield services companies. The company was founded in 2017 and is headquartered in Austin, Texas.
Annual filing, covered
10-K parsed · Feb 24 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 24 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
Largest filed tie
82.40%
of AESI revenue · Undisclosed largest customers
Tall tick = annual report · Source: EDGAR
Same SIC code · 6
Same SEC industry code: EOG Resources Inc, Devon Energy Corp, Occidental Petroleum Corp and 3 more; of Atlas Energy Solutions Inc.'s 6 closest co-movers, none share that code.
Same SIC code · 6
Same SEC industry code: EOG Resources Inc, Devon Energy Corp, Occidental Petroleum Corp and 3 more; of Atlas Energy Solutions Inc.'s 6 closest co-movers, none share that code.
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $218.8M | 11.61% | +14.64% |
| UBS | $166.9M | 8.85% | +325.67% |
| Encompass Capital | $108.6M | 5.76% | −28.41% |
| Vanguard Portfolioindex-like | $83.6M | 4.43% | +3.80% |
| State Streetindex-like | $63.4M | 3.36% | +13.68% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $218.8M | 11.61% | +14.64% |
| UBS | $166.9M | 8.85% | +325.67% |
| Encompass Capital | $108.6M | 5.76% | −28.41% |
| Vanguard Portfolioindex-like | $83.6M | 4.43% | +3.80% |
| State Streetindex-like | $63.4M | 3.36% | +13.68% |
Expected move
No implied move.