Atlas Energy Solutions, Inc. (AESI)Cooke & Bieler LP reduced its stake -1.67M shares

2.52M

Shares reported · -1.67M vs prior quarter

0.37%

Disclosed portfolio weight

$33M

Reported value

Holdings as of

Mar 31, 2026

Filed

May 4, 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. May 14, 2025Insider · Their first buy on recordDirector purchased ~$93K of AESI shares in the open market
2. Mar 4, 2026Company filing · Form 8-K · Material agreement, Reg FDSigned an important agreement, and shared information with investors
3. Mar 6, 2026Insider10% owner sold ~$105K of AESI shares in the open market
4. Mar 19, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors (and 1 more item)
5. Mar 30, 2026CongressDisclosed purchase of AESI — reported range $100,001 - $250,000
6. Apr 6, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors (and 1 more item)
7. Apr 6, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations (and 2 more items)
8. Apr 30, 2026CongressDisclosed purchase of AESI — reported range $5,000,001 - $25,000,000
9. May 4, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors

What came next

1. May 13, 2026CongressDisclosed partial sale of AESI — reported range $100,001 - $250,000
2. Aug 3, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors

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 Atlas Energy Solutions, Inc.

For Atlas Energy Solutions, Inc., OQRO holds 1 fund holdings report (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 AESI page.

How this filing works

• SEC Form 13F

Other disclosures at Atlas Energy Solutions, Inc.

• SEC Form 13F-HRJul 30, 2026
• House Clerk periodic transaction reportJun 10, 2026
• SEC Form 13F-HRMay 13, 2026
• House Clerk periodic transaction reportMay 11, 2026
• House Clerk periodic transaction reportMay 9, 2026
• SEC Form 4Mar 6, 2026

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