Atlas Energy Solutions Inc (AESI) 13F Filing Data & Analysis (Q2 2026)

AESI ranks #2252 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

AESI is a top-conviction position for Webs Creek Capital Management LP — at 6.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in AESI belongs to BlackRock, Inc., but the position matters far more to Webs Creek Capital Management LP, who has 6.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

UBS Group AG has added to its AESI position for two straight quarters, increasing it by $146.4M to reach $166.9M today.

Cooke & Bieler LP has trimmed its AESI position for two straight quarters, cutting it by $39.1M while still holding $347.6K.

AESI is up 2.8% today, and institutions have been net buyers of $548.7M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

AESI reported a net loss of $118.3M over the trailing twelve months.

• Not yet profitable — net loss of $118.3M over the trailing twelve months
• Revenue declined 8.1% year over year
• Net income declined year over year, from $14.0M to -$118.3M
• Generated $117.3M in positive operating cash flow
• Current ratio of 1.46x — below the conventional 1.5x liquidity buffer
• Liabilities run 0.84x equity — within a conventional range