Investor
13F book
$205.2M
Positions
4
Largest name
52.4%
Pg&E Corp
Est. mark
$18M
Price effect on 4 names still held. Flow $8.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Pg&E Corp | — | 7.12M | $107.4M | 52.4% | $8.12M | Held |
| XPLR Infrastructure, LP | XIFR | 4.5M | $45.8M | 22.3% | $8.87M | Held |
| Shenandoah Telecommunication | — | 3.38M | $45.3M | 22.1% | −$651.4K | Added$8.24M |
| Clean Energy Fuels Corp. | CLNE | 2.59M | $6.69M | 3.3% | $1.63M | Held |
Positions as of Q3 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.