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Williston Drilling, L.P.
Jerral W. Jones · Family Office · Value
Williston Drilling, L.P. is a private investment vehicle and family office primarily associated with Jerral W. Jones, the owner of the Dallas Cowboys. The partnership focuses on the strategic acquisition and development of energy assets, specifically oil and gas properties within the Bakken shale and Williston Basin regions. It has historically operated as a vehicle for consolidating upstream energy interests, frequently engaging in large-scale transactions where physical assets are exchanged for significant equity positions in publicly traded energy companies such as Comstock Resources. Based in Dallas, the firm plays a critical role in the Jones family's diversified energy portfolio, transitioning from direct drilling operations to high-conviction institutional ownership.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -28.5% |
| YTD return | -34.2% |
| Sharpe ratio | -2.70 |
| Win rate | 0% |
| AUM | $0.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | N/A |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| CRK | Comstock Resources Inc | 100.0% | -28.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Oct 1, 2025 | BUY | CRK | 0.0% → 100.0% |
Investment Style Analysis
Williston Drilling, L.P. is widely recognized for employing a Value strategy. As of Sep 4, 2026, the firm oversees approximately $0.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Oil & Gas E&P sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Oct 1, Williston Drilling, L.P. made a significant move by increasing exposure to CRK. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The investment philosophy of Williston Drilling, L.P. is centered on long-term value creation through concentrated exposure to the domestic energy sector. The firm seeks to leverage its deep operational expertise in oil and gas production to identify undervalued or high-potential acreage in premier shale basins. Its strategy emphasizes the transformation of direct asset ownership into strategic equity stakes in leading independent producers, prioritizing large, high-conviction holdings over a diversified portfolio. This approach allows the institution to capitalize on the growth of the underlying resource while maintaining influence as a major stakeholder in the operational entities that manage the assets.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Williston Drilling, L.P..
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Frequently asked questions
How is the simulated portfolio for Williston Drilling, L.P. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Williston Drilling, L.P.'s largest holding?
As of the latest filing, Williston Drilling, L.P.'s top position is Comstock Resources Inc (CRK), representing 100.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Williston Drilling, L.P.'s historical performance and risk profile?
Our simulation indicates a total return of -28.5%. Notably, the portfolio maintains a Sharpe Ratio of -2.70, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Williston Drilling, L.P. primarily invest in?
Williston Drilling, L.P. has a strong preference for the Oil & Gas E&P sector, which makes up 100.0% of their disclosed assets. The portfolio also has exposure to other industries, indicating a specific thematic focus.
Is Williston Drilling, L.P.'s portfolio concentrated or diversified?
Williston Drilling, L.P. runs a highly concentrated portfolio with 1 disclosed positions. The top 3 holdings alone account for 100.0% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Williston Drilling, L.P. performed in 2026?
Our AI-simulated model portfolio for Williston Drilling, L.P. tracks a Year-to-Date (YTD) return of -34.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jerral W. Jones manage Williston Drilling, L.P. directly?
Yes, Jerral W. Jones serves as the key portfolio manager for Williston Drilling, L.P., overseeing the investment strategy and final capital allocation decisions.