Holdings
Verbena Value LP
As of Jun 30, 2026, Verbena Value LP reported 26 positions worth US$564M. Largest: Centuri Holdings, Inc., Or Royalties Inc. and Golar Lng Limited. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Centuri Holdings, Inc. | 2.2M | US$66.4M | +425K | Jun 30, 2026 |
| Or Royalties Inc. | 1.92M | US$60.8M | +629K | Jun 30, 2026 |
| Golar Lng Limited | 1.1M | US$54.7M | −113K | Jun 30, 2026 |
| Dnow Inc. | 3.61M | US$46.8M | +309K | Jun 30, 2026 |
| Standardaero, Inc. | 1.52M | US$45.5M | +632K | Jun 30, 2026 |
| American Electric Power Company, Inc. | 329K | US$45M | +30,100 | Jun 30, 2026 |
| Entergy Corporation | 300K | US$34.5M | +46,000 | Jun 30, 2026 |
| Amazon.com, Inc. | 143K | US$34.1M | new | Jun 30, 2026 |
| Gfl Environmental Inc | 811K | US$29.8M | −400K | Jun 30, 2026 |
| Ppl Corporation | 747K | US$27.1M | +6,300 | Jun 30, 2026 |