What smart money is saying about Coterra Energy
CTRA
No fund has written a full thesis on Coterra Energy in our archive, but 3 fund letters report a position in it — most recently Diamond Hill Long-Short Fund in June 2026.
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3
Reported positions
0
Bought
2
Sold
3
Letters
Position history
Between Q4 2025 and Q2 2026, 3 fund letters reported a position in Coterra Energy — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 2 | 0 |
| Q4 2025 | 1 | 0 | 0 | 0 |
Fund activity · 3 positions · 2 moves
- June 2026
“• Oil and gas exploration and production company Coterra Energy was eliminated from the portfolio following its acquisition by Devon Energy that closed in 2Q26.”
Coterra Energy - June 2026
“• Oil and gas exploration and production company Coterra Energy was eliminated from the portfolio following its acquisition by Devon Energy that closed in 2Q26.”
Coterra Energy - HoldsClipper FundDecember 2025
“Another major theme is the shift towards electrification and the increased demand for power that it entails. We have a holding in Coterra Energy, a company known for its strong presence in natural gas in the Marcellus Shale in Pennsylvania as well as its core holdings in the Permian Basin in Texas.”
Coterra Energy
Read the letters behind these Coterra Energy positions
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