Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Vennlight Capital Management, LP (CIK 2013462) reported $99.0M across 15 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FER ($13.0M, 13.18%), HTO ($9.5M, 9.62%), TGS ($9.5M, 9.58%), PAM ($9.4M, 9.48%), ($8.2M, 8.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FER | FERROVIAL SE | $13.0M | 13.18% | 200,455 | Added |
| 2 | HTO | H2O AMERICA | $9.5M | 9.62% | 162,217 | New |
| 3 | TGS | TRANSPORTADORA DE GAS DEL SU | $9.5M | 9.58% | 274,049 | New |
| 4 | PAM | PAMPA ENERGIA SA | $9.4M | 9.48% | 105,963 | New |
| 5 | SOLV ENERGY INC | $8.2M | 8.28% | 272,818 | New | |
| 6 | BKV | BKV CORP | $6.7M | 6.78% | 235,363 | New |
| 7 | DGXX | DIGI PWR X INC | $5.9M | 5.99% | 2.9M | Added |
| 8 | CLSK | CLEANSPARK INC | $5.5M | 5.55% | 644,865 | New |
| 9 | ETR | ENTERGY CORP NEW | $5.1M | 5.11% | 45,000 | Added |
| 10 | GLXY | GALAXY DIGITAL INC. | $4.2M | 4.25% | 227,889 | Added |
| 11 | WULF | TERAWULF INC | $3.7M | 3.76% | 258,133 | Trimmed |
| 12 | TERRESTRIAL ENERGY INC | $3.5M | 3.49% | 575,499 | Trimmed | |
| 13 | HUT | HUT 8 CORP | $3.2M | 3.27% | 69,001 | New |
| 14 | BTDR | BITDEER TECHNOLOGIES GROUP | $3.1M | 3.15% | 360,442 | Added |
| 15 | ES | EVERSOURCE ENERGY | $2.8M | 2.84% | 40,500 | New |
| 16 | ENPH | ENPHASE ENERGY INC | $2.1M | 2.12% | 55,448 | New |
| 17 | PCG | PG&E CORP | $2.1M | 2.12% | 119,300 | New |
| 18 | TERRA INNOVATUM GLOBAL NV | $1.4M | 1.44% | 306,833 | Trimmed | |
| 19 | GPRK | GEOPARK LTD | $0 | 0.00% | 0 | Exited |
| 20 | LNT | ALLIANT ENERGY CORP | $0 | 0.00% | 0 | Exited |
| 21 | APLD | APPLIED DIGITAL CORP | $0 | 0.00% | 0 | Exited |
| 22 | BWXT | BWX TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
| 23 | BITF | BITFARMS LTD | $0 | 0.00% | 0 | Exited |
| 24 | BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | Exited |
| 25 | CPK | CHESAPEAKE UTILS CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31