Vennlight Capital Management, LP
Vennlight Capital Management, LP reported 32 holdings worth US$149M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Vennlight Capital Management, LP reported 32 holdings worth US$149M as of Jun 30, 2026. Largest: Bkv Corporation, Ppl Corporation and H2o America. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 32
- Value as reported
- US$149M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Bkv Corporation | 293K | US$8.03M | 5.4% |
| Ppl Corporation | 216K | US$7.86M | 5.3% |
| H2o America | 129K | US$7.83M | 5.2% |
| American Electric Power Company, Inc. | 47,600 | US$6.51M | 4.4% |
| Babcock & Wilcox Enterprises, Inc. | 434K | US$6.12M | 4.1% |
| Dte Energy Company | 39,400 | US$6M | 4.0% |
| Applied Digital Corporation | 155K | US$5.79M | 3.9% |
| Mge Energy Inc. | 68,585 | US$5.59M | 3.7% |
| Entergy Corporation | 46,320 | US$5.32M | 3.6% |
| Digi Power X Inc. | 966K | US$5.27M | 3.5% |
| Pacific Gas & Electric Co. | 312K | US$5.25M | 3.5% |
| Galaxy Digital Inc. | 181K | US$4.96M | 3.3% |
| Clearway Energy, Inc. | 127K | US$4.35M | 2.9% |
| Bit Digital, Inc. | 2.38M | US$4.28M | 2.9% |
| Mdu Resources Group, Inc. | 184K | US$3.91M | 2.6% |
| Vertiv Holdings, Llc | 9,760 | US$3.27M | 2.2% |
| Fermi Inc. | 305K | US$2.79M | 1.9% |
| X-energy, Inc. | 149K | US$2.73M | 1.8% |
| Core Scientific, Inc. | 105K | US$2.68M | 1.8% |
| Terrestrial Energy Inc. | 353K | US$2.5M | 1.7% |
| Solv Energy, Inc. | 70,342 | US$2.4M | 1.6% |
| Enphase Energy, Inc. | 48,300 | US$2.38M | 1.6% |
| Bullish | 100K | US$2.34M | 1.6% |
| Liberty Energy Inc. | 88,779 | US$2.33M | 1.6% |
| Xcel Energy Inc. | 27,700 | US$2.22M | 1.5% |
| Propetro Holding Corp. | 146K | US$2.09M | 1.4% |
| Eversource Energy (d/b/a) | 0 | US$0 | 0.00% |
| Hut 8 Corp. | 0 | US$0 | 0.00% |
| Terawulf Inc. | 0 | US$0 | 0.00% |
| Cleanspark, Inc. | 0 | US$0 | 0.00% |
| Bitdeer Technologies Group | 0 | US$0 | 0.00% |
Source
View original at SEC
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