account_balance
Investment manager · 13F filer · SEC CIK 2013462
Vennlight Capital Management, LP
Reported value$149Mas of Jun 30, 2026
Positions32 20 new, 6 sold out
Top 10 weight48.0%BKV alone is 5%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
BKVBKV Corp
5.4%Added +25%
FERFerrovial NV
5.3%Trimmed −42%
PAMPampa Energia SA
5.3%Trimmed −9%
PPLPPL Corp
5.3%New
HTOH2o America
5.2%Trimmed −21%
TGSTransportadora de Gas Del Su
4.5%Trimmed −17%
IRENIren Limited
4.4%New
AEPAmerican Elec PWR Co Inc
4.4%New
BWBabcock & Wilcox Enterprises
4.1%New
DTEDte Energy Co
4.0%New
APLDApplied Digital Corp
3.9%New
MGEEMge Energy Inc
3.7%New
BKV5.4%FER5.3%PAM5.3%
PPLPPL Corp
5.3%New
HTOH2o America
5.2%Trimmed −21%
TGSTransportadora de Gas Del Su
4.5%Trimmed −17%
IREN4.4%AEP4.4%BW4.1%DTE4.0%APLD3.9%MGEE3.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BKV BKV Corp 5.4% Added +25%FER Ferrovial NV 5.3% Trimmed −42%PAM Pampa Energia SA 5.3% Trimmed −9%PPL PPL Corp 5.3% NewHTO H2o America 5.2% Trimmed −21%TGS Transportadora de Gas Del Su 4.5% Trimmed −17%IREN Iren Limited 4.4% NewAEP American Elec PWR Co Inc 4.4% NewBW Babcock & Wilcox Enterprises 4.1% NewDTE Dte Energy Co 4.0% NewAPLD Applied Digital Corp 3.9% NewMGEE Mge Energy Inc 3.7% New
What changed