Investor
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Pg&E Corp | — | 7.12M | $122.4M | 61.2% | — | Held |
| XPLR Infrastructure, LP | XIFR | 4.5M | $42.8M | 21.4% | — | Held |
| Shenandoah Telecommunication | — | 2.45M | $30.8M | 15.4% | — | Held |
| Clean Energy Fuels Corp. | CLNE | 2.59M | $4.02M | 2.0% | — | Held |
Positions as of Q1 2025. 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.