Epsilon Energy LTD (EPSN) 13F Investor Activity Report (Q2 2026)

EPSN ranks #4476 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

EPSN is a top-conviction position for Yorktown Energy Partners X, L.P. — at 30.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in EPSN belongs to Solas Capital Management, LLC, but the position matters far more to Yorktown Energy Partners X, L.P., who has 30.2% 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.

Cliff Asness has added to its EPSN position for two straight quarters, increasing it by $870.1K to reach $1.2M today.

Ken Griffin has trimmed its EPSN position for two straight quarters, cutting it by $451.1K while still holding $106.2K.

EPSN is up 0.5% today, and institutions have been net buyers of $3.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

EPSN posted net income of $10.5M over the trailing twelve months, and currently trades at a P/E of 13.9.

• Profitable — net income of $10.5M over the trailing twelve months
• Net income improved year over year, from $6.7M to $10.5M
• Generated $20.6M in positive operating cash flow
• Current ratio of 1.31x — below the conventional 1.5x liquidity buffer
• Liabilities run 0.83x equity — within a conventional range