0001062993-25-009284.txt : 20250514 0001062993-25-009284.hdr.sgml : 20250514 20250513185259 ACCESSION NUMBER: 0001062993-25-009284 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250514 DATE AS OF CHANGE: 20250513 EFFECTIVENESS DATE: 20250514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HITE Hedge Asset Management LLC CENTRAL INDEX KEY: 0001568939 ORGANIZATION NAME: EIN: 200345473 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15188 FILM NUMBER: 25942037 BUSINESS ADDRESS: STREET 1: 25 BRAINTREE HILL OFFICE PK STREET 2: #310 CITY: BRAINTREE STATE: MA ZIP: 02184 BUSINESS PHONE: 617-928-5523 MAIL ADDRESS: STREET 1: 25 BRAINTREE HILL OFFICE PK STREET 2: #310 CITY: BRAINTREE STATE: MA ZIP: 02184 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001568939 XXXXXXXX 03-31-2025 03-31-2025 false HITE Hedge Asset Management LLC

25 BRAINTREE HILL OFFICE PK #310 BRAINTREE MA 02184

13F HOLDINGS REPORT 028-15188 N Howard Rubin 617-431-4360 Howard Rubin Braintree MA 05-13-2025 0 107 1612583159 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE DTE ENERGY CO COM 233331107 136480233 987056 SH SOLE None 987056 0 0 AMEREN CORP COM 023608102 74568184 742711 SH SOLE None 742711 0 0 CENTERPOINT ENERGY INC COM 15189T107 66357201 1831554 SH SOLE None 1831554 0 0 XCEL ENERGY INC COM 98389B100 52537719 742163 SH SOLE None 742163 0 0 EXPAND ENERGY CORPORATION COM 165167735 52049113 467563 SH SOLE None 467563 0 0 ANTERO RESOURCES CORP COM 03674X106 51816096 1281308 SH SOLE None 1281308 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 50274811 446015 SH SOLE None 446015 0 0 CONOCOPHILLIPS COM 20825C104 48694938 463673 SH SOLE None 463673 0 0 LITHIA MTRS INC COM 536797103 48223045 164281 SH SOLE None 164281 0 0 SM ENERGY CO COM 78454L100 44005206 1469289 SH SOLE None 1469289 0 0 PORTLAND GEN ELEC CO COM NEW 736508847 43352092 972020 SH SOLE None 972020 0 0 DEVON ENERGY CORP NEW COM 25179M103 42454460 1135146 SH SOLE None 1135146 0 0 EXELON CORP COM 30161N101 36864000 800000 SH SOLE None 800000 0 0 ENTERGY CORP NEW COM 29364G103 36712313 429434 SH SOLE None 429434 0 0 DIAMONDBACK ENERGY INC COM 25278X109 34650313 216727 SH SOLE None 216727 0 0 TOYOTA MOTOR CORP ADS 892331307 31219507 176851 SH SOLE None 176851 0 0 DT MIDSTREAM INC COMMON STOCK 23345M107 31139402 322755 SH SOLE None 322755 0 0 ADIENT PLC ORD SHS G0084W101 29836525 2320103 SH SOLE None 2320103 0 0 PEMBINA PIPELINE CORP COM 706327103 28879666 722092 SH SOLE None 722092 0 0 TXNM ENERGY INC COM 69349H107 28725231 537121 SH SOLE None 537121 0 0 GULFPORT ENERGY CORP COMMON SHARES 402635502 27282735 148163 SH SOLE None 148163 0 0 APTIV PLC COM SHS G3265R107 26074269 438223 SH SOLE None 438223 0 0 BKV CORP COM 05603J108 24390639 1161459 SH SOLE None 1161459 0 0 EVERGY INC COM 30034W106 22537824 326872 SH SOLE None 326872 0 0 KIRBY CORP COM 497266106 22498159 222732 SH SOLE None 222732 0 0 TAMBORAN RES CORP COM 87507T101 19420025 809505 SH SOLE None 809505 0 0 ALLIANT ENERGY CORP COM 018802108 19140908 297450 SH SOLE None 297450 0 0 ATLAS ENERGY SOLUTIONS INC COM NEW 642045108 18844481 1056305 SH SOLE None 1056305 0 0 GENERAL MTRS CO COM 37045V100 18804569 399842 SH SOLE None 399842 0 0 KINETIK HOLDINGS INC COM NEW CL A 02215L209 18607661 358253 SH SOLE None 358253 0 0 ISHARES INC MSCI GERMANY ETF 464286806 18185886 490450 SH SOLE None 490450 0 0 NISOURCE INC COM 65473P105 18038536 449951 SH SOLE None 449951 0 0 PINNACLE WEST CAP CORP COM 723484101 17294828 181573 SH SOLE None 181573 0 0 CENOVUS ENERGY INC COM 15135U109 17141210 1232294 SH SOLE None 1232294 0 0 POWELL INDS INC COM 739128106 16404823 96312 SH SOLE None 96312 0 0 FLOWSERVE CORP COM 34354P105 15004283 307213 SH SOLE None 307213 0 0 PHINIA INC COMMON STOCK 71880K101 13825943 325853 SH SOLE None 325853 0 0 GE VERNOVA INC COM 36828A101 12791537 41901 SH SOLE None 41901 0 0 TOTALENERGIES SE SPONSORED ADS 89151E109 12308890 190275 SH SOLE None 190275 0 0 PERMIAN RESOURCES CORP CLASS A COM 71424F105 11628280 839587 SH SOLE None 839587 0 0 MOSAIC CO NEW COM 61945C103 10869445 402423 SH SOLE None 402423 0 0 CRESCENT ENERGY COMPANY CL A COM 44952J104 10087405 897456 SH SOLE None 897456 0 0 WEATHERFORD INTL PLC ORD SHS G48833118 9913765 185131 SH SOLE None 185131 0 0 GOLAR LNG LTD SHS G9456A100 9827025 258674 SH SOLE None 258674 0 0 INFINITY NAT RES INC COM CL A 456941103 9681113 516326 SH SOLE None 516326 0 0 LANDBRIDGE COMPANY LLC CL A 514952100 9440614 131229 SH SOLE None 131229 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 9437985 24710 SH SOLE None 24710 0 0 VEREN INC COM NEW 92340V107 9152608 1383659 SH SOLE None 1383659 0 0 EVGO INC CL A COM 30052F100 8906486 3348303 SH SOLE None 3348303 0 0 OVINTIV INC COM 69047Q102 8846846 206702 SH SOLE None 206702 0 0 AMERICAN AXLE & MFG HLDGS IN COM 024061103 7914799 1944668 SH SOLE None 1944668 0 0 WESTLAKE CORPORATION COM 960413102 7149644 71475 SH SOLE None 71475 0 0 VALERO ENERGY CORP COM 91913Y100 7087140 53662 SH SOLE None 53662 0 0 SONIC AUTOMOTIVE INC CL A 83545G102 7047319 123724 SH SOLE None 123724 0 0 CORTEVA INC COM 22052L104 7034630 111785 SH SOLE None 111785 0 0 HF SINCLAIR CORP COM 403949100 6935904 210946 SH SOLE None 210946 0 0 AXALTA COATING SYS LTD COM G0750C108 6634000 200000 SH SOLE None 200000 0 0 MP MATERIALS CORP COM CL A 553368101 6442019 263909 SH SOLE None 263909 0 0 NATIONAL ENERGY SERVICES REU SHS G6375R107 5757279 782239 SH SOLE None 782239 0 0 AUTOLIV INC COM 052800109 5563505 62900 SH SOLE None 62900 0 0 AMPHENOL CORP NEW CL A 032095101 5499328 83844 SH SOLE None 83844 0 0 TETRA TECHNOLOGIES INC DEL COM 88162F105 5462648 1625788 SH SOLE None 1625788 0 0 PPL CORP COM 69351T106 5292570 146568 SH SOLE None 146568 0 0 EQT CORP COM 26884L109 4999712 93575 SH SOLE None 93575 0 0 ENBRIDGE INC COM 29250N105 4898603 110553 SH SOLE None 110553 0 0 MICROSOFT CORP COM 594918104 4783219 12742 SH SOLE None 12742 0 0 EASTMAN CHEM CO COM 277432100 4751772 53930 SH SOLE None 53930 0 0 PENSKE AUTOMOTIVE GRP INC COM 70959W103 4601889 31962 SH SOLE None 31962 0 0 CMS ENERGY CORP COM 125896100 4379664 58310 SH SOLE None 58310 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 4368678 60508 SH SOLE None 60508 0 0 AIRJOULE TECHNOLOGIES CORP *W EXP 03/15/202 612160119 3528516 6244056 SH SOLE None 6244056 0 0 ARCHROCK INC COM 03957W106 3453866 131626 SH SOLE None 131626 0 0 DANA INC COM 235825205 3237870 242901 SH SOLE None 242901 0 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 3186154 255916 SH SOLE None 255916 0 0 AUTONATION INC COM 05329W102 3090729 19088 SH SOLE None 19088 0 0 CARVANA CO CL A 146869102 3035842 14520 SH SOLE None 14520 0 0 KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 2985893 68657 SH SOLE None 68657 0 0 CARMAX INC COM 143130102 2917013 37436 SH SOLE None 37436 0 0 CATERPILLAR INC COM 149123101 2907847 8817 SH SOLE None 8817 0 0 COTERRA ENERGY INC COM 127097103 2715733 93970 SH SOLE None 93970 0 0 NVIDIA CORPORATION COM 67066G104 2471389 22803 SH SOLE None 22803 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 2451803 34921 SH SOLE None 34921 0 0 ENTEGRIS INC COM 29362U104 2157344 24661 SH SOLE None 24661 0 0 LITHIUM AMERS CORP NEW COM SHS 53681J103 1994338 735918 SH SOLE None 735918 0 0 NET POWER INC COM CL A 64107A105 1954716 743238 SH SOLE None 743238 0 0 WOLFSPEED INC NOTE 1.875%12/0 977852AD4 1767209 8000000 SH SOLE None 8000000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1678170 3000 SH SOLE None 3000 0 0 GENTHERM INC COM 37253A103 1454843 54407 SH SOLE None 54407 0 0 HYLIION HOLDINGS CORP COMMON STOCK 449109107 1399175 999411 SH SOLE None 999411 0 0 OKLO INC COM CL A 02156V109 1268773 58658 SH SOLE None 58658 0 0 ALLY FINL INC COM 02005N100 1034544 28367 SH SOLE None 28367 0 0 ADVANCED MICRO DEVICES INC COM 007903107 999968 9733 SH SOLE None 9733 0 0 ISHARES TR ISHARES SEMICDTR 464287523 942732 5010 SH SOLE None 5010 0 0 DIVERSIFIED ENERGY COMPANY P SHS NEW G2891G204 881044 65166 SH SOLE None 65166 0 0 RIVIAN AUTOMOTIVE INC NOTE 3.625%10/1 76954AAD5 874477 1000000 SH SOLE None 1000000 0 0 PONY AI INC SPONSORED ADS 732908108 869546 98588 SH SOLE None 98588 0 0 HESAI GROUP SPONSORED ADS 428050108 839752 56740 SH SOLE None 56740 0 0 NEXTRACKER INC CLASS A COM 65290E101 698176 16568 SH SOLE None 16568 0 0 AURORA INNOVATION INC CLASS A COM 051774107 674067 100233 SH SOLE None 100233 0 0 AMERICAS CAR-MART INC COM 03062T105 532969 11742 SH SOLE None 11742 0 0 INNOVIZ TECHNOLOGIES LTD SHS M5R635108 480763 737479 SH SOLE None 737479 0 0 ALGOMA STL GROUP INC COM 015658107 465269 85843 SH SOLE None 85843 0 0 AMPRIUS TECHNOLOGIES INC COMMON STOCK 03214Q108 432670 161444 SH SOLE None 161444 0 0 ZEEKR INTELLIGENT TECHNOLOGY SPON ADS 98923K103 402014 16688 SH SOLE None 16688 0 0 MARVELL TECHNOLOGY INC COM 573874104 399651 6491 SH SOLE None 6491 0 0 SES AI CORPORATION CL A COM 78397Q109 339435 651883 SH SOLE None 651883 0 0 PIEDMONT LITHIUM INC COM 72016P105 225704 35826 SH SOLE None 35826 0 0