SEC 13F Intelligence

Sea Otter Advisors LLC / SRV

Sea Otter Advisors LLC’s Nxg Cushing Midstream Energy Position

Does Sea Otter Advisors LLC own Nxg Cushing Midstream Energy (SRV)? Not currently — the last reported position was 69.7K shares worth $2M in Q4 2023; the fund’s latest 13F (Q3 2024) no longer reports it.

Position Value
$2M
Q4 2023
Shares
69.7K
% of Portfolio
+1.56%
Quarters Held
2
position exited

Position History SRV

Reported value by quarter
Q2 ’23: $177,885Q2 ’23Q4 ’23: $2MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202369.7K$2M+1.56%
Q2 20234.8K$177,885+0.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sea Otter Advisors LLC’s full portfolio or all institutional holders of SRV.