T1 Energy (TE): Situational Awareness LP reduced its stake -5.1M shares

4.9M

Shares reported · -5.1M vs prior quarter

0.23%

Disclosed portfolio weight

$46.5M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 14, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jul 27, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations (and 2 more items)
2. Jul 28, 2026Company filing · Form 8-K · Results, Other newsReported its results, and reported other company news
3. Jul 28, 2026Company filing · Form 8-K · Material agreement, Agreement endedCompleted buying or selling a business or assets, and signed an important agreement (and 3 more items)“The information set forth in Item 1.01 of this Current Report on Form 8-K is incorporated by reference into this”
4. Jul 31, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations (and 1 more item)
5. Aug 12, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors

What came next

1. Sep 28, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations (and 1 more item)
2. Oct 7, 20265% stakeMillennium Management LLC reported a passive stake (13G) of 7.3%
3. Oct 15, 2026Company filing · Form 8-K · Unregistered sharesSold new shares without registering them
4. Nov 10, 20265% stakeSTATE STREET CORPORATION reported a passive stake (13G) of 4.0%
5. Nov 12, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
6. Nov 13, 20265% stakeEncompass Capital Advisors LLC filed an activist stake (13D) of 20.0%

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for T1 Energy

For T1 Energy, OQRO holds 2 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its TE page.

How this filing works

• SEC Form 13F

Other disclosures at T1 Energy

• SEC Form 13F-HRNov 13, 2026
• SEC Schedule 13DNov 13, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRMay 18, 2026

Everything OQRO holds on this company is on its TE page.