Position Sheet

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MPLX Mplx LP

Energy stock

HELS, ORR have owned Mplx LP since Mar 5, 2026, across 2 separate holding periods. Today it is 1.5% of ORR, against a peak long of 3.1%. That's 3.5× the size of a typical ORR position (median 0.4%). The latest big move was on Apr 13, 2026: HELS sold out of it (3.1% to 0.0%).

Held now inORR at 1.51%
First held in our dataMar 5, 2026
Since our record began-2.4%held since Nov 2, 2026 or earlier · S&P 500 +0.3%.
Big moves2

Position size by fund vs price

Shaded areas: position size in each fund (left axis). Line: share price (right axis). Shading below zero is a short. At zero, the fund didn't hold it. Our daily record starts Nov 21, 2025.

Big moves in MPLX

DateFundTickerNameActionPosition sizeSinceStatus
Apr 13, 2026HELS closedMPLXMplx LPSold3.1% → 0.0%—Exited
Mar 5, 2026HELS closedMPLXMplx LPBought0.0% → 3.0%-4.7%
-4.2 vs S&P
Exited