Vennlight Capital Management, LP: 13F holdings
CIK 20134622026Q2
| Positions | 32 |
|---|
| Reported value | $149.2m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 32 (+14 vs prior quarter) |
|---|
| Reported value | $149.2m (+50.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BKV BKV CORP | 293,382 | $8.0m | 5.4% |
| FERROVIAL NV | 116,166 | $8.0m | 5.3% |
| PAM PAMPA ENERGIA SA | 96,417 | $7.9m | 5.3% |
| PPL PPL CORP | 216,329 | $7.9m | 5.3% |
| HTO H2O AMERICA | 128,839 | $7.8m | 5.2% |
| TGS TRANSPORTADORA DE GAS DEL SU | 227,806 | $6.8m | 4.5% |
| IREN LIMITED | 143,142 | $6.5m | 4.4% |
| AEP AMERICAN ELEC PWR CO INC | 47,600 | $6.5m | 4.4% |
| BW BABCOCK & WILCOX ENTERPRISES | 434,022 | $6.1m | 4.1% |
| DTE DTE ENERGY CO | 39,400 | $6.0m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2013462")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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