Follow-The-Filings

Security

ET

Energy Transfer L P · COM UT LTD PTN

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

8 owners 2 new 2 exits max 8.4% (Leon Cooperman - Omega Ad...)

grid → activity →
owners 8
max % 8.4%
tracked value $414M
qoq N 2 A 2 R 3 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 8.4% — 13,320,100 $257M hist
Samantha Mclemore - Patient Capital Management, LLC 2026 Q1 4.3% Add +0.94 pp 6,088,203 $118M hist
David Tepper - Appaloosa LP 2026 Q1 0.5% Reduce -0.01 pp 1,576,125 $30M hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.1% Add 0.00 pp 398,708 $8M hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 37,752 $729 hist
Glenn Greenberg - Brave Warrior Advisors, LLC 2026 Q1 0.0% New 0.0% 15,000 $290 hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce 0.00 pp 22,446 $433 hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% New 0.0% 18,249 $352 hist
David Abrams - Abrams Capital Management, L.P. exited 2026 Q1 last 2025 Q4 1.8% Exit -1.78 pp 6,115,417 $101M hist
Bruce Berkowitz - Fairholme Capital Management LLC exited 2026 Q1 last 2025 Q4 0.2% Exit -0.19 pp 166,600 $3M hist

8 current · 2 exited last period · options excluded

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 $78.59B $82.67B $85.54B
Gross profit * $18.04B $20.7B $22.04B
Gross margin * 23.0% 25.0% 25.8%
Net income $3.94B $4.81B $4.43B
Net margin * 5.0% 5.8% 5.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $12.43B $14.2B $18.23B
Total non-current assets * $101.26B $111.18B $123.05B
Total assets $113.7B $125.38B $141.29B
Total current liabilities $11.28B $12.66B $14.96B
Total non-current liabilities — — —
Total equity $43.94B $46.02B $49.01B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $9.56B $11.51B $10.15B
Cash from investing -$4.32B -$5.9B -$8.37B
Cash from financing -$5.33B -$5.45B -$816M
Net change in cash -$96M $151M $960M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

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