Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Centenus Global Management, LP 13F Holdings -- Portfolio & Top Positions (2020-03-31)

Centenus Global Management, LP (CIK 1720979) reported $152.8M across 67 reported positions in its SEC 13F filing for 2020-03-31. Largest positions: ED ($7.4M, 4.85%), FE ($5.0M, 3.28%), DUK ($4.9M, 3.18%), FTI ($4.4M, 2.90%), ACM ($4.2M, 2.74%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1EDCONSOLIDATED EDISON INC$7.4M4.85%95,000New
2FEFIRSTENERGY CORP$5.0M3.28%125,000Trimmed
3DUKDUKE ENERGY CORP NEW$4.9M3.18%60,000Trimmed
4FTITECHNIPFMC PLC$4.4M2.90%657,500Added
5ACMAECOM$4.2M2.74%140,000Trimmed
6EVRGEVERGY INC$4.1M2.70%75,000New
7LNTALLIANT ENERGY CORP$4.1M2.69%85,000Trimmed
8AMZNAMAZON COM INC$3.9M2.55%2,000New
9PNWPINNACLE WEST CAP CORP$3.8M2.48%50,000New
10CVXCHEVRON CORP NEW$3.6M2.37%50,000New
11AWKAMERICAN WTR WKS CO INC NEW$3.6M2.35%30,000New
12HESHESS CORP$3.3M2.18%100,000New
13ETRENTERGY CORP NEW$3.3M2.15%35,000Trimmed
14EOGEOG RES INC$3.2M2.12%90,000Added
15FDXFEDEX CORP$3.0M1.98%25,000Trimmed
16BABAALIBABA GROUP HLDG LTD$2.9M1.91%15,000New
17TJXTJX COS INC NEW$2.9M1.88%60,000New
18CSXCSX CORP$2.9M1.88%50,000New
19PXDPIONEER NAT RES CO$2.8M1.84%40,000New
20CNICANADIAN NATL RY CO$2.7M1.78%35,000New
21WECWEC ENERGY GROUP INC$2.6M1.73%30,000New
22SUSUNCOR ENERGY INC NEW$2.6M1.71%165,656New
23CXOCONCHO RES INC$2.6M1.68%60,000Trimmed
24ADMARCHER DANIELS MIDLAND CO$2.5M1.61%70,000New
25DEDEERE & CO$2.3M1.54%17,000Trimmed

Source: SEC Form 13F filings · as of 2020-03-31