SCOGGIN MANAGEMENT LP NEXT — NEXTDECADE CORP

Ownership history in SCOGGIN MANAGEMENT LP  ·  6 quarters on record

AI Ownership Summary

SCOGGIN MANAGEMENT LP reported NEXTDECADE CORP (NEXT) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.08% in 2025 Q1. The latest visible filing shows NEXT at 0.20% 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.

What this NEXT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SCOGGIN MANAGEMENT LP's position in NEXTDECADE CORP, 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
2025 Q4

NEXT was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.08% in 2025 Q1

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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.

NEXT stock page SCOGGIN MANAGEMENT LP fund profile SCOGGIN MANAGEMENT LP full holdings
How SCOGGIN MANAGEMENT LP held NEXT — position size vs. price
% of Fund (quarterly)    NEXT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 250,000 — 0% 0.20% $1.3M 2026-02-14 (Est.) $5.20
2025 Q3 REDUCED 37.5% -20.3% ✅ 250,000 -150,000 -37.5% 0.27% $1.7M 2025-11-13 $5.98
2025 Q2 REDUCED 20.0% -22.0% ✅ 400,000 -100,000 -20.0% 0.74% $3.6M 2025-08-14 $9.97
2025 Q1 ADDED — — — 500,000 +375,000 +300.0% 1.08% $3.9M 2025-05-15 $7.70
2024 Q3 UNCHANGED — — — 125,000 — 0% 0.14% $589K 2024-11-14 $7.27
2024 Q3 INITIATED — — — 125,000 — — 0.14% $589K 2024-11-14 $7.27

🏢 Other funds also holding NEXT

As of 2026 Q1 — sorted by position size

VALINOR MANAGEMENT, L.P. 3Y 7Y 100.0% SL ADVISORS, LLC 3Y 7Y 12.8% ELCO Management Co., LLC 3Y 7Y 0.84% VIKING FUND MANAGEMENT LLC 3Y 7Y 0.35% M.E. ALLISON & CO., INC. 0.15% HOURGLASS CAPITAL, LLC 3Y 7Y 0.09% Diesslin Group, Inc. 0.03% FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3Y 7Y 0.03% COLLECTIVE FAMILY OFFICE LLC 3Y 0.03% DRIVE WEALTH MANAGEMENT, LLC 3Y 0.02%

FAQ About SCOGGIN MANAGEMENT LP and NEXT

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

How long has SCOGGIN MANAGEMENT LP reported owning NEXT?

SCOGGIN MANAGEMENT LP reported NEXT across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported NEXT position in SCOGGIN MANAGEMENT LP's portfolio?

The largest reported portfolio weight for NEXT was 1.08% in 2025 Q1.

What is the latest reported NEXT position on this page?

The most recent filing on this page is 2025 Q4, when SCOGGIN MANAGEMENT LP reported 250,000 shares, equal to 0.20% of portfolio, with an estimated market value of $1.3M.

What does the chart on this NEXT ownership page compare?

The chart compares SCOGGIN MANAGEMENT LP's quarterly NEXT 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 SCOGGIN MANAGEMENT LP time their NEXT position?

Based on 13F filing dates vs. subsequent NEXT price moves, SCOGGIN MANAGEMENT LP correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on NEXT relative to SPY over the holding period was -32.4%.

← Back to SCOGGIN MANAGEMENT LP Holdings