T1 Energy (TE): Southpoint Capital Advisors LP reduced its stake -1.76M shares

6M

Shares reported · -1.76M vs prior quarter

0.34%

Disclosed portfolio weight

$13.1M

Reported value

Holdings as of

Sep 30, 2025

Filed

Nov 14, 2025

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. Sep 11, 2025InsiderDirector sold ~$51K of TE shares in the open market
2. Sep 15, 2025InsiderDirector sold ~$341K of TE shares in the open market
3. Sep 22, 2025InsiderDirector sold ~$757K of TE shares in the open market
4. Sep 23, 2025InsiderDirector sold ~$722K of TE shares in the open market
5. Oct 23, 2025Company filing · Form 8-K · Material agreement, Other newsSigned an important agreement, and reported other company news
6. Oct 31, 2025Company filing · Form 8-K · Material agreement, Bylaws or charterSigned an important agreement, and changed its bylaws, charter or fiscal year
7. Nov 14, 2025Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors

What came next

1. Dec 3, 2025Company filing · Form 8-K · Bylaws or charter, Shareholder voteChanged its bylaws, charter or fiscal year, and held a shareholder vote (and 1 more item)
2. Dec 16, 2025Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations
3. Dec 29, 2025Company filing · Form 8-K · Material agreement, Agreement endedSigned an important agreement, and ended an important agreement (and 1 more item)
4. Feb 5, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On February 5, 2026, the employment of Denise Cruz, SVP, Chief Accounting Officer and Corporate Controller of T1 Energy Inc., a Delaware corporation (the "Company" or "T1"), terminated effective immediately.”
5. Feb 11, 2026Company filing · Form 8-K · Material agreementSigned an important agreement

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-HRAug 14, 2026

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