Cheniere Energy Inc (LNG) Hedge Fund & Institutional Holdings (Q2 2026)

LNG ranks #288 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

LNG is a top-conviction position for Kayne Anderson Capital Advisors LP — at 8.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in LNG belongs to BlackRock, Inc., but the position matters far more to Kayne Anderson Capital Advisors LP, who has 8.9% 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.

Ninety One UK Ltd has added to its LNG position for two straight quarters, increasing it by $146.8M to reach $169.7M today.

Northside Capital Management, LLC has trimmed its LNG position for two straight quarters, cutting it by $3.9M while still holding $8.3M.

LNG is down 2.5% today, but institutions show net buying of $16.2B this quarter — a divergence between today's price move and the underlying institutional flow.

LNG posted net income of $2.9B over the trailing twelve months, and currently trades at a P/E of 21.1.

• Profitable — net income of $2.9B over the trailing twelve months
• Revenue grew 22.2% year over year
• Net income declined year over year, from $3.8B to $2.9B
• Generated $5.5B in positive operating cash flow
• Current ratio of 0.94x — below the conventional 1.5x liquidity buffer
• Liabilities run 4.40x equity — a highly leveraged balance sheet worth noting