Bramshill Investments, LLC HESM — HESS MIDSTREAM LP COM

Ownership history in Bramshill Investments, LLC  ·  26 quarters on record

AI Ownership Summary

Bramshill Investments, LLC reported HESS MIDSTREAM LP COM (HESM) in 26 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.25% in 2024 Q4. The latest visible filing shows HESM at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HESM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bramshill Investments, LLC's position in HESS MIDSTREAM LP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HESM was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HESM stock page Bramshill Investments, LLC fund profile Bramshill Investments, LLC full holdings
How Bramshill Investments, LLC held HESM — position size vs. price
% of Fund (quarterly)    HESM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 36,414 -240 -0.7% 0.12% $1.4M 2026-05-15 $39.90
2025 Q4 ADDED — — — 36,654 +255 +0.7% 0.07% $1.3M 2026-02-17 $36.03
2025 Q3 REDUCED 27.9% +1.4% ❌ 36,399 -14,099 -27.9% 0.09% $1.3M 2025-11-14 $31.97
2025 Q2 ADDED — — — 50,498 +8,926 +21.5% 0.20% $1.9M 2025-08-14 $38.88
2025 Q1 REDUCED — — — 41,572 -1,449 -3.4% 0.18% $1.8M 2025-05-15 $35.79
2024 Q4 ADDED — — — 43,021 +16,628 +63.0% 0.25% $1.6M 2025-02-14 $36.03
2024 Q3 REDUCED 12.2% +7.0% ❌ 26,393 -3,667 -12.2% 0.10% $931K 2024-11-13 $30.38
2024 Q2 REDUCED — — — 30,060 -720 -2.3% 0.12% $1.1M 2024-08-14 $30.96
2024 Q1 REDUCED 35.0% +3.8% ❌ 30,780 -16,547 -35.0% 0.13% $1.1M 2024-05-15 $30.11
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HESM

As of 2026 Q2 — sorted by position size

SPIRIT OF AMERICA MANAGEMENT CORP/NY 3Y 7Y 0.63% MILLINGTON SECURITIES, LLC 0.31% Gilman Hill Asset Management, LLC 3Y 7Y 0.26% COOPER INVESTORS PTY LTD 0.23% Adams Asset Advisors, LLC 3Y 7Y 0.09% Y-Intercept (Hong Kong) Ltd 3Y 0.06% Stablepoint Partners, LLC 0.06% Venturi Wealth Management, LLC 3Y 7Y 0.02% Avior Wealth Management, LLC 3Y 7Y 0.02% CHICKASAW CAPITAL MANAGEMENT LLC 3Y 7Y 0.02%

FAQ About Bramshill Investments, LLC and HESM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bramshill Investments, LLC reported owning HESM?

Bramshill Investments, LLC reported HESM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported HESM position in Bramshill Investments, LLC's portfolio?

The largest reported portfolio weight for HESM was 0.25% in 2024 Q4.

What is the latest reported HESM position on this page?

The most recent filing on this page is 2026 Q1, when Bramshill Investments, LLC reported 36,414 shares, equal to 0.12% of portfolio, with an estimated market value of $1.4M.

What does the chart on this HESM ownership page compare?

The chart compares Bramshill Investments, LLC's quarterly HESM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bramshill Investments, LLC time their HESM position?

Based on 13F filing dates vs. subsequent HESM price moves, Bramshill Investments, LLC correctly timed 10 out of 25 reported position changes (40%). The annualised alpha on HESM relative to SPY over the holding period was +4.4%.

← Back to Bramshill Investments, LLC Holdings