Investor
13F book
$6.34B
Positions
4
1 new · 1 sold
Largest name
97.1%
Constellation Energy Corp · CEG
Est. mark
$25M
Price effect on 3 names still held. Flow $6.11B.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Constellation Energy Corp | CEG | 22M | $6.16B | 97.1% | — | New |
| Pg&E Corp | — | 7.12M | $125.2M | 2.0% | $10.7M | Held |
| Shenandoah Telecommunication | — | 3.46M | $53.3M | 0.8% | $13.3M | Held |
| Clean Energy Fuels Corp. | CLNE | 2.59M | $6.44M | 0.1% | $986K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.