Corigliano Investment Advisers, LLC
•CIK: 2031771•Filing: Q4 2025
**Corigliano Investment Advisers, LLC** manages $281M across a portfolio of 41 positions. The strategy exhibits significant conviction in select sectors, highlighted by top holdings including AR at $31.3M and CTRA at $29.3M. Further substantial allocations are directed toward EQT ($28.7M) and SU ($17.2M). This concentrated approach suggests a tactical focus on value and cyclical opportunities within the current market structure.
Total AUM
$281.5M
QoQ Performance
-5.6%
Positions
40
Top 10 Concentration
63.8%
Latest Filing
Q4 2025
Top Holdings Allocation
AR
CTRA
EQT
SU
LNG
AR11.1%
CTRA10.4%
EQT10.2%
SU6.1%
LNG5.4%
MGY4.8%
MPC4.4%
WMB4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other92.3%
Energy7.7%
🚪 Exited Positionssold since Q3 2025
+16 more exited positions
Changes from Q3 2025
NEW19 new positions
↑11 increased
↓11 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024