SEC 13F Intelligence

Discovery Capital Management, LLC / Ct / LNG

Discovery Capital Management, LLC / Ct’s Cheniere Energy Inc Position

Does Discovery Capital Management, LLC / Ct own Cheniere Energy Inc (LNG)? Yes — 67.4K shares worth $19M (+0.99% of its 13F portfolio) as of Q1 2026, up from 46.3K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
67.4K
% of Portfolio
+0.99%
Quarters Held
5
currently held

Position History LNG

Reported value by quarter
Q2 ’22: $5MQ2 ’22Q3 ’22: $5MQ3 ’22Q4 ’23: $8MQ4 ’23Q1 ’24: $7MQ1 ’24Q1 ’26: $19MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202667.4K$19M+0.99%
Q1 202446.3K$7M+0.98%
Q4 202346.3K$8M+1.20%
Q3 202231.1K$5M+0.77%
Q2 202237.0K$5M+0.63%

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