# EDGAR Filing Document

**Accession Number:** 0001568939
**File Stem:** 0001062993-26-002648
**Filing Date:** 2026-5
**Character Count:** 16761
**Document Hash:** 4b4b1845a6a3d8933cf26ea4a9a9896b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001062993-26-002648.hdr.sgml**: 20260515

**ACCESSION NUMBER**: 0001062993-26-002648

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260515

**DATE AS OF CHANGE**: 20260514

**EFFECTIVENESS DATE**: 20260515

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** HITE Hedge Asset Management LLC
- **CENTRAL INDEX KEY:** 0001568939

**ORGANIZATION NAME:**
- **EIN:** 200345473
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-15188
- **FILM NUMBER:** 26981007

**BUSINESS ADDRESS:**
- **STREET 1:** 25 BRAINTREE HILL OFFICE PK
- **STREET 2:** #310
- **CITY:** BRAINTREE
- **STATE:** MA
- **ZIP:** 02184
- **BUSINESS PHONE:** 617-928-5523

**MAIL ADDRESS:**
- **STREET 1:** 25 BRAINTREE HILL OFFICE PK
- **STREET 2:** #310
- **CITY:** BRAINTREE
- **STATE:** MA
- **ZIP:** 02184

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** HITE Hedge Asset Management LLC<br>**Address:** 25 BRAINTREE HILL OFFICE PK

#310<br>BRAINTREE, MA 02184

**Form 13F File Number:** 028-15188

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Howard Rubin<br>**Title:** Chief Operating Officer<br>**Phone:** 617-431-4360

**Signature, Place, and Date of Signing:**

Howard Rubin  Braintree, MA  05-14-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 126

**Form 13F Information Table Value Total:** $1771802052

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| PORTLAND GEN ELEC CO | COM NEW | 736508847 |  | 142003859 | 2690996 | SH |  | SOLE | None | 2690996 | 0 | 0 |
| TAMBORAN RES CORP | COM | 87507T101 |  | 103794987 | 2076315 | SH |  | SOLE | None | 2076315 | 0 | 0 |
| XCEL ENERGY INC | COM | 98389B100 |  | 92158265 | 1160099 | SH |  | SOLE | None | 1160099 | 0 | 0 |
| ENTERGY CORP NEW | COM | 29364G103 |  | 85739444 | 763078 | SH |  | SOLE | None | 763078 | 0 | 0 |
| DTE ENERGY CO | COM | 233331107 |  | 74772083 | 511367 | SH |  | SOLE | None | 511367 | 0 | 0 |
| COTERRA ENERGY INC | COM | 127097103 |  | 65632524 | 1867744 | SH |  | SOLE | None | 1867744 | 0 | 0 |
| AMEREN CORP | COM | 023608102 |  | 46415259 | 422264 | SH |  | SOLE | None | 422264 | 0 | 0 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 |  | 43451101 | 219683 | SH |  | SOLE | None | 219683 | 0 | 0 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 42786609 | 326416 | SH |  | SOLE | None | 326416 | 0 | 0 |
| NISOURCE INC | COM | 65473P105 |  | 40941350 | 877440 | SH |  | SOLE | None | 877440 | 0 | 0 |
| EVERGY INC | COM | 30034W106 |  | 39394918 | 480895 | SH |  | SOLE | None | 480895 | 0 | 0 |
| EXPAND ENERGY CORPORATION | COM | 165167735 |  | 38576033 | 351394 | SH |  | SOLE | None | 351394 | 0 | 0 |
| CHORD ENERGY CORPORATION | COM NEW | 674215207 |  | 36985710 | 260133 | SH |  | SOLE | None | 260133 | 0 | 0 |
| ADIENT PLC | ORD SHS | G0084W101 |  | 36310337 | 1796652 | SH |  | SOLE | None | 1796652 | 0 | 0 |
| ALLIANT ENERGY CORP | COM | 018802108 |  | 32262650 | 449591 | SH |  | SOLE | None | 449591 | 0 | 0 |
| MDU RES GROUP INC | COM | 552690109 |  | 32116000 | 1550000 | SH |  | SOLE | None | 1550000 | 0 | 0 |
| GULFPORT ENERGY CORP | COMMON SHARES | 402635502 |  | 31355097 | 148202 | SH |  | SOLE | None | 148202 | 0 | 0 |
| VIPER ENERGY INC | CL A | 927959106 |  | 29508075 | 627965 | SH |  | SOLE | None | 627965 | 0 | 0 |
| FORGENT POWER SOLUTIONS INC | COM SHS CL A | 34631F102 |  | 28526571 | 974601 | SH |  | SOLE | None | 974601 | 0 | 0 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 28298509 | 250031 | SH |  | SOLE | None | 250031 | 0 | 0 |
| WILLIAMS COS INC | COM | 969457100 |  | 28018408 | 384974 | SH |  | SOLE | None | 384974 | 0 | 0 |
| BETA TECHNOLOGIES INC | COM SHS CL A | 086921103 |  | 27908817 | 1898559 | SH |  | SOLE | None | 1898559 | 0 | 0 |
| FORD MTR CO | COM | 345370860 |  | 27505186 | 2383465 | SH |  | SOLE | None | 2383465 | 0 | 0 |
| BKV CORP | COM | 05603J108 |  | 24398318 | 855481 | SH |  | SOLE | None | 855481 | 0 | 0 |
| RICE ACQUISITION CORP 3 | ORD SHS CL A | G7553X106 |  | 23719743 | 2300654 | SH |  | SOLE | None | 2300654 | 0 | 0 |
| KINETIK HOLDINGS INC | COM NEW CL A | 02215L209 |  | 22309894 | 460853 | SH |  | SOLE | None | 460853 | 0 | 0 |
| FIRSTENERGY CORP | COM | 337932107 |  | 19478973 | 384504 | SH |  | SOLE | None | 384504 | 0 | 0 |
| AMPHENOL CORP | CL A | 032095101 |  | 18556014 | 146862 | SH |  | SOLE | None | 146862 | 0 | 0 |
| SUNCOR ENERGY INC NEW | COM | 867224107 |  | 17893663 | 270665 | SH |  | SOLE | None | 270665 | 0 | 0 |
| EXCELERATE ENERGY INC | CL A COM | 30069T101 |  | 17646261 | 528015 | SH |  | SOLE | None | 528015 | 0 | 0 |
| ANTERO MIDSTREAM CORP | COM | 03676B102 |  | 17440906 | 764952 | SH |  | SOLE | None | 764952 | 0 | 0 |
| INTERNATIONAL FLAVORS | COM | 459506101 |  | 16656174 | 229582 | SH |  | SOLE | None | 229582 | 0 | 0 |
| PPL CORP | COM | 69351T106 |  | 15064208 | 394351 | SH |  | SOLE | None | 394351 | 0 | 0 |
| CORE  MAIN INC | CL A | 21874C102 |  | 14998087 | 303605 | SH |  | SOLE | None | 303605 | 0 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 14340038 | 70578 | SH |  | SOLE | None | 70578 | 0 | 0 |
| ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 |  | 13046744 | 66766 | SH |  | SOLE | None | 66766 | 0 | 0 |
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 |  | 12811814 | 277192 | SH |  | SOLE | None | 277192 | 0 | 0 |
| MURPHY OIL CORP | COM | 626717102 |  | 12444713 | 301690 | SH |  | SOLE | None | 301690 | 0 | 0 |
| CRESCENT ENERGY COMPANY | CL A COM | 44952J104 |  | 11815200 | 875200 | SH |  | SOLE | None | 875200 | 0 | 0 |
| SABLE OFFSHORE CORP | COM SHS | 78574H104 |  | 11800352 | 714307 | SH |  | SOLE | None | 714307 | 0 | 0 |
| RALLIANT CORP | COM | 750940108 |  | 11408719 | 274314 | SH |  | SOLE | None | 274314 | 0 | 0 |
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 |  | 11157109 | 33745 | SH |  | SOLE | None | 33745 | 0 | 0 |
| GENERAL MTRS CO | COM | 37045V100 |  | 10916634 | 146532 | SH |  | SOLE | None | 146532 | 0 | 0 |
| BAYTEX ENERGY CORP | COM | 07317Q105 |  | 10405765 | 2327328 | SH |  | SOLE | None | 2327328 | 0 | 0 |
| PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 |  | 10319733 | 484040 | SH |  | SOLE | None | 484040 | 0 | 0 |
| ISHARES TR | MSCI CHINA ETF | 46429B671 |  | 10194086 | 181454 | SH |  | SOLE | None | 181454 | 0 | 0 |
| VISTRA CORP | COM | 92840M102 |  | 10192374 | 67800 | SH |  | SOLE | None | 67800 | 0 | 0 |
| TARGA RES CORP | COM | 87612G101 |  | 10082104 | 40211 | SH |  | SOLE | None | 40211 | 0 | 0 |
| CENOVUS ENERGY INC | COM | 15135U109 |  | 10074714 | 379748 | SH |  | SOLE | None | 379748 | 0 | 0 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 9828101 | 39777 | SH |  | SOLE | None | 39777 | 0 | 0 |
| IDAHO STRATEGIC RESOURCES | COM NEW | 645827205 |  | 9544394 | 297148 | SH |  | SOLE | None | 297148 | 0 | 0 |
| NRG ENERGY INC | COM NEW | 629377508 |  | 9500415 | 65009 | SH |  | SOLE | None | 65009 | 0 | 0 |
| DANA INC | COM | 235825205 |  | 8770940 | 260652 | SH |  | SOLE | None | 260652 | 0 | 0 |
| LIBERTY ENERGY INC | COM CL A | 53115L104 |  | 8577245 | 297821 | SH |  | SOLE | None | 297821 | 0 | 0 |
| CARMAX INC | COM | 143130102 |  | 8450844 | 203243 | SH |  | SOLE | None | 203243 | 0 | 0 |
| STELLANTIS N.V | SHS | N82405106 |  | 7849935 | 1107184 | SH |  | SOLE | None | 1107184 | 0 | 0 |
| BLACK HILLS CORP | COM | 092113109 |  | 7530985 | 108500 | SH |  | SOLE | None | 108500 | 0 | 0 |
| DAUCH CORP | COM | 024061103 |  | 7393690 | 1246828 | SH |  | SOLE | None | 1246828 | 0 | 0 |
| NATIONAL ENERGY SERVICES REU | SHS | G6375R107 |  | 6298718 | 293373 | SH |  | SOLE | None | 293373 | 0 | 0 |
| FLOWSERVE CORP | COM | 34354P105 |  | 6222622 | 84650 | SH |  | SOLE | None | 84650 | 0 | 0 |
| ARKO PETE CORP | CL A COM | 04124A100 |  | 5364817 | 299878 | SH |  | SOLE | None | 299878 | 0 | 0 |
| TOYOTA MOTOR CORP | ADS | 892331307 |  | 5217168 | 25315 | SH |  | SOLE | None | 25315 | 0 | 0 |
| DUPONT DE NEMOURS INC | COM | 26614N102 |  | 5201872 | 113578 | SH |  | SOLE | None | 113578 | 0 | 0 |
| OPENLANE INC | COM | 48238T109 |  | 5164272 | 177162 | SH |  | SOLE | None | 177162 | 0 | 0 |
| OKLO INC | COM CL A | 02156V109 |  | 5139656 | 103643 | SH |  | SOLE | None | 103643 | 0 | 0 |
| HYLIION HOLDINGS CORP | COMMON STOCK | 449109107 |  | 4976826 | 2827742 | SH |  | SOLE | None | 2827742 | 0 | 0 |
| TETRA TECHNOLOGIES INC DEL | COM | 88162F105 |  | 4866053 | 571133 | SH |  | SOLE | None | 571133 | 0 | 0 |
| PBF ENERGY INC | CL A | 69318G106 |  | 4803715 | 100876 | SH |  | SOLE | None | 100876 | 0 | 0 |
| EVGO INC | CL A COM | 30052F100 |  | 4642887 | 2699353 | SH |  | SOLE | None | 2699353 | 0 | 0 |
| NET POWER INC | COM CL A | 64107A105 |  | 4310941 | 2763424 | SH |  | SOLE | None | 2763424 | 0 | 0 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 4189588 | 15003 | SH |  | SOLE | None | 15003 | 0 | 0 |
| SUNOCOCORP LLC | COM SHS LLC | 86765Q106 |  | 4119206 | 66816 | SH |  | SOLE | None | 66816 | 0 | 0 |
| SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 |  | 4084323 | 115966 | SH |  | SOLE | None | 115966 | 0 | 0 |
| NIOCORP DEVS LTD | COM NEW | 654484609 |  | 4025953 | 902680 | SH |  | SOLE | None | 902680 | 0 | 0 |
| OVINTIV INC | COM | 69047Q102 |  | 3971896 | 66912 | SH |  | SOLE | None | 66912 | 0 | 0 |
| STERLING INFRASTRUCTURE INC | COM | 859241101 |  | 3944817 | 9686 | SH |  | SOLE | None | 9686 | 0 | 0 |
| HF SINCLAIR CORP | COM | 403949100 |  | 3743400 | 60000 | SH |  | SOLE | None | 60000 | 0 | 0 |
| AUTONATION INC | COM | 05329W102 |  | 3709159 | 18996 | SH |  | SOLE | None | 18996 | 0 | 0 |
| AUTOLIV INC | COM | 052800109 |  | 3635171 | 34568 | SH |  | SOLE | None | 34568 | 0 | 0 |
| AIRJOULE TECHNOLOGIES CORP | *W EXP 03/15/202 | 612160119 |  | 3420634 | 6108275 | SH |  | SOLE | None | 6108275 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 3279276 | 24843 | SH |  | SOLE | None | 24843 | 0 | 0 |
| SM ENERGY COMPANY | COM | 78454L100 |  | 3118000 | 100000 | SH |  | SOLE | None | 100000 | 0 | 0 |
| FABRINET | SHS | G3323L100 |  | 2934593 | 5627 | SH |  | SOLE | None | 5627 | 0 | 0 |
| UNITED STATES ANTIMONY CORP | COM | 911549103 |  | 2913271 | 333708 | SH |  | SOLE | None | 333708 | 0 | 0 |
| PPG INDS INC | COM | 693506107 |  | 2667297 | 24956 | SH |  | SOLE | None | 24956 | 0 | 0 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 |  | 2573809 | 13172 | SH |  | SOLE | None | 13172 | 0 | 0 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 |  | 2171300 | 10388 | SH |  | SOLE | None | 10388 | 0 | 0 |
| WERIDE INC | SPONSORED ADS | 950915108 |  | 2098619 | 259409 | SH |  | SOLE | None | 259409 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 2082544 | 5602 | SH |  | SOLE | None | 5602 | 0 | 0 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 |  | 2079826 | 10565 | SH |  | SOLE | None | 10565 | 0 | 0 |
| RANGE RES CORP | COM | 75281A109 |  | 2033100 | 45000 | SH |  | SOLE | None | 45000 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 1951020 | 3000 | SH |  | SOLE | None | 3000 | 0 | 0 |
| ALGONQUIN POWER  UTILITIES | COM | 015857105 |  | 1842000 | 300000 | SH |  | SOLE | None | 300000 | 0 | 0 |
| AMERICAN RES CORP | CL A | 02927U208 |  | 1781977 | 736354 | SH |  | SOLE | None | 736354 | 0 | 0 |
| GENTEX CORP | COM | 371901109 |  | 1765240 | 80789 | SH |  | SOLE | None | 80789 | 0 | 0 |
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 |  | 1557404 | 103482 | SH |  | SOLE | None | 103482 | 0 | 0 |
| PHINIA INC | COMMON STOCK | 71880K101 |  | 1552904 | 22690 | SH |  | SOLE | None | 22690 | 0 | 0 |
| INNOVIZ TECHNOLOGIES LTD | SHS | M5R635108 |  | 1545719 | 2443824 | SH |  | SOLE | None | 2443824 | 0 | 0 |
| MP MATERIALS CORP | COM CL A | 553368101 |  | 1497701 | 31034 | SH |  | SOLE | None | 31034 | 0 | 0 |
| DELEK US HLDGS INC NEW | COM | 24665A103 |  | 1471626 | 32652 | SH |  | SOLE | None | 32652 | 0 | 0 |
| ASP ISOTOPES INC | COM | 00218A105 |  | 1441923 | 326227 | SH |  | SOLE | None | 326227 | 0 | 0 |
| TERRESTRIAL ENERGY INC | COM SHS | 881454102 |  | 1441879 | 240113 | SH |  | SOLE | None | 240113 | 0 | 0 |
| ATMUS FILTRATION TECHNOLOGIE | COM | 04956D107 |  | 1039629 | 18313 | SH |  | SOLE | None | 18313 | 0 | 0 |
| FERRARI N V | COM | N3167Y103 |  | 1025504 | 3030 | SH |  | SOLE | None | 3030 | 0 | 0 |
| CARTESIAN GROWTH CORP III | COM CL A | G19307100 |  | 1025500 | 100000 | SH |  | SOLE | None | 100000 | 0 | 0 |
| SPRING VY ACQUISITION CORP I | SHS CL A | G8377R101 |  | 1016000 | 100000 | SH |  | SOLE | None | 100000 | 0 | 0 |
| RIVIAN AUTOMOTIVE INC | NOTE 3.625%10/1 | 76954AAD5 |  | 930771 | 971000 | PRN |  | SOLE | None | 41684 | 0 | 0 |
| HESAI GROUP | SPONSORED ADS | 428050108 |  | 858412 | 44896 | SH |  | SOLE | None | 44896 | 0 | 0 |
| ALLY FINL INC | COM | 02005N100 |  | 844112 | 21517 | SH |  | SOLE | None | 21517 | 0 | 0 |
| ELEVRA LITHIUM LTD | SPONSORED ADS | 805700101 |  | 716695 | 12168 | SH |  | SOLE | None | 12168 | 0 | 0 |
| VERSIGENT LTD | ORDINARY SHARES | G9600F104 |  | 651555 | 20457 | SH |  | SOLE | None | 20457 | 0 | 0 |
| AMPRIUS TECHNOLOGIES INC | COMMON STOCK | 03214Q108 |  | 595377 | 35313 | SH |  | SOLE | None | 35313 | 0 | 0 |
| EQT CORP | COM | 26884L109 |  | 581160 | 9132 | SH |  | SOLE | None | 9132 | 0 | 0 |
| APTIV PLC | COM SHS | G3265R107 |  | 519272 | 7478 | SH |  | SOLE | None | 7478 | 0 | 0 |
| AURORA INNOVATION INC | CLASS A COM | 051774107 |  | 493275 | 119727 | SH |  | SOLE | None | 119727 | 0 | 0 |
| INSPERITY INC | COM | 45778Q107 |  | 462141 | 17091 | SH |  | SOLE | None | 17091 | 0 | 0 |
| TRANSALTA CORP | COM | 89346D107 |  | 455255 | 34627 | SH |  | SOLE | None | 34627 | 0 | 0 |
| AMERICAS CAR-MART INC | COM | 03062T105 |  | 394465 | 30987 | SH |  | SOLE | None | 30987 | 0 | 0 |
| RICE ACQUISITION CORP 3 | *W EXP 99/99/999 | G7553X114 |  | 306751 | 383439 | SH |  | SOLE | None | 383439 | 0 | 0 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 306285 | 3318 | SH |  | SOLE | None | 3318 | 0 | 0 |
| CENTERPOINT ENERGY INC | COM | 15189T107 |  | 303544 | 7033 | SH |  | SOLE | None | 7033 | 0 | 0 |
| SES AI CORPORATION | CL A COM | 78397Q109 |  | 294488 | 306121 | SH |  | SOLE | None | 306121 | 0 | 0 |
| EVE HLDG INC | COM | 29970N104 |  | 283992 | 114513 | SH |  | SOLE | None | 114513 | 0 | 0 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 |  | 281610 | 3000 | SH |  | SOLE | None | 3000 | 0 | 0 |
| RPC INC | COM | 749660106 |  | 261656 | 36957 | SH |  | SOLE | None | 36957 | 0 | 0 |
| ASTERA LABS INC | COM | 04626A103 |  | 219200 | 2000 | SH |  | SOLE | None | 2000 | 0 | 0 |

---