13F Holdings · CIK 1562087 · filed 2026-08-14
Total holdings: 1 → 8
| Shares | Value ($) | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| New | Long | AMAZON COM INC | 495,000 | +495,000 | +$118.0M | |||||||
| New | Long | AMERICAN ELEC PWR CO INC | 308,617 | +308,617 | +$42.2M | |||||||
| New | Long | CMS ENERGY CORP | 517,124 | +517,124 | +$39.6M | |||||||
| New | Long | DTE ENERGY CO | 264,450 | +264,450 | +$40.3M | |||||||
| New | Long | FIRSTENERGY CORP | 839,319 | +839,319 | +$39.9M | |||||||
| New | Long | VISTA ENERGY S.A.B. DE C.V. | 1,189,792 | +1,189,792 | +$75.9M | |||||||
| New | Long | VISTRA CORP | 372,755 | +372,755 | +$59.1M | |||||||
| New | Long | X-ENERGY INC | 200,000 | +200,000 | +$3.7M | |||||||
| Exited | Long | NA | — | 0 | $0 | |||||||