Investor
13F book
$204.9M
Positions
4
Largest name
55.9%
Pg&E Corp
Est. mark
−$1.24M
Price effect on 4 names still held. Flow $923.3K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Pg&E Corp | — | 7.12M | $114.5M | 55.9% | $7.05M | Held |
| XPLR Infrastructure, LP | XIFR | 4.5M | $45M | 22.0% | −$765K | Held |
| Shenandoah Telecommunication | — | 3.46M | $40M | 19.5% | −$6.28M | Added−$5.36M |
| Clean Energy Fuels Corp. | CLNE | 2.59M | $5.45M | 2.7% | −$1.25M | Held |
Positions as of Q4 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.