Follow-The-Filings

Security

Atlas Energy Solutions Inc. · COM NEW

Equity holders as of 2026 Q1 (each manager’s latest book)

6 owners 1 new 2 exits max 1.8% (Leon Cooperman - Omega Ad...)

owners 6
max % 1.8%
tracked value $168M
qoq N 1 A 3 R 2 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Leon Cooperman - Omega Advisors 2026 Q1 1.8% Reduce +0.18 pp 4,083,175 $54M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 2,464,227 $32M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 8,008,272 $75M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.01 pp 292,722 $4M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 171,348 $2M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% New 0.0% 20,101 $264 hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 216,300 $2M hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 133,161 $1M hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $613.96M $1.06B $1.1B
Gross profit $313.77M $232.01M $150.67M
Gross margin * 51.1% 22.0% 13.8%
Net income $105.43M $59.94M -$50.3M
Net margin * 17.2% 5.7% -4.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $318.69M $289.42M $307.51M
Total non-current assets * $943M $1.68B $1.92B
Total assets $1.26B $1.97B $2.23B
Total current liabilities $92.59M $243.06M $211.06M
Total non-current liabilities * $301.27M $693.03M $808.44M
Total equity $867.82M $1.04B $1.21B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $299.03M $256.46M $117.35M
Cash from investing -$365.49M -$512.71M -$344.82M
Cash from financing $194.62M $117.78M $196.41M
Net change in cash $128.16M -$138.47M -$31.07M

ownership over time

filing count by report period · click a bar for that quarter’s holders