ACDC in the 13F filings

Profrac HLDG Corp · CUSIP 74319N100

Sector · Energy Theme · Energy and power infrastructure· L3VLUP-defined Theme · Oil and gas

Quarter

Q2 2026 Q1 2024 Q4 2022 Q3 2022 Q2 2022

Quarter end: 30 Jun 2022; the date the book describes
Filed: 15 Aug 2022; latest of these filings; the earliest 15 Aug 2022
Managers listing it: 4; at least, of 95 tracked, among listed positions
Comparable managers: 93; filed both Q1 2022 and Q2 2022; 0 listed it in both
Shares listed: 2,267,966; combined, among listed positions
Reported value: $42m; combined, at the quarter end

Managers listing ACDC in Q2 2022

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2022, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

4 of 4 holders

				Action		Filing
Capital Research Global Investors	1,451,849	$27m	under 0.1%	New	new	15 Aug 2022 (the filing on sec.gov)
Tudor Investment Corp	300,000	$5.5m	0.14%	New	new	15 Aug 2022 (the filing on sec.gov)
Davidson Kempner Capital Management LP	291,117	$5.3m	0.09%	New	new	15 Aug 2022 (the filing on sec.gov)
Rokos Capital Management LLP	225,000	$4.1m	0.12%	New	new	15 Aug 2022 (the filing on sec.gov)

Largest increases and reductions, by shares

There is no earlier quarter on file to compare with.

Increases

Capital Research Global Investorsnew position · 1,451,849 shares now+1,451,849
Tudor Investment Corpnew position · 300,000 shares now+300,000
Davidson Kempner Capital Management LPnew position · 291,117 shares now+291,117
Rokos Capital Management LLPnew position · 225,000 shares now+225,000

Reductions

No reduction among listed positions.

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Capital Research Global Investors$27m
Tudor Investment Corp$5.5m
Davidson Kempner Capital Management LP$5.3m
Rokos Capital Management LLP$4.1m

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

4 in Q2 2022 to 1 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ACDC and GEV →ACDC and XOM →ACDC and CVX →Choose a stock to compare with ACDC →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ACDC, latest filings →Back to the 13F Explorer →

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Illustrative figures. Default values are plausible starting points chosen so a model has somewhere to begin. They are not data, not a view on any company, and not calibrated to anything. Outputs move with whatever you type in.

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Quarter	Holders	Reported value	Buyers	Sellers
Q2 2022	4	$42m	n.a.	n.a.
Q3 2022	4	$27m	n.a.	n.a.
Q4 2022	2	$9.7m	n.a.	n.a.
Q1 2024	1	$5.8m	1	0
Q2 2026	1	$61k	11	12