Investor
13F book
$178.4M
Positions
4
Largest name
55.7%
Pg&E Corp
Est. mark
−$25.2M
Price effect on 4 names still held. Flow $3.58M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Pg&E Corp | — | 7.12M | $99.3M | 55.7% | −$23.1M | Held |
| Shenandoah Telecommunication | — | 2.71M | $37.1M | 20.8% | $2.67M | Added$6.25M |
| XPLR Infrastructure, LP | XIFR | 4.5M | $36.9M | 20.7% | −$5.85M | Held |
| Clean Energy Fuels Corp. | CLNE | 2.59M | $5.06M | 2.8% | $1.04M | Held |
Positions as of Q2 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.