SEC 13F Intelligence

Cobalt Capital Management, Inc. / LNG

Cobalt Capital Management, Inc.’s Cheniere Energy Inc Position

Does Cobalt Capital Management, Inc. own Cheniere Energy Inc (LNG)? Not currently — the last reported position was 55.0K shares worth $10M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$10M
Q2 2024
Shares
55.0K
% of Portfolio
+4.17%
Quarters Held
5
position exited

Position History LNG

Reported value by quarter
Q2 ’23: $6MQ2 ’23Q3 ’23: $13MQ3 ’23Q4 ’23: $17MQ4 ’23Q1 ’24: $15MQ1 ’24Q2 ’24: $10MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202455.0K$10M+4.17%
Q1 202490.0K$15M+4.68%
Q4 2023100.0K$17M+5.94%
Q3 202380.0K$13M+5.06%
Q2 202340.0K$6M+2.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cobalt Capital Management, Inc.’s full portfolio or all institutional holders of LNG.