AVENTAIL CAPITAL GROUP, LP

PrivateCIK: 1803822
Location

NEW YORK, NY

170
Positions
$2.09B
Total AUM (reported)
36.67M
Total Shares

Allocation by class

TOTAL AUM$2.09B170 positions
COM$1.56B74.6%
COM NEW$111.92M5.4%
CLASS A COM$53.03M2.5%
SHS$44.08M2.1%
CL A$38.52M1.8%
COM SHS$27.14M1.3%
COM CL A$25.05M1.2%

Portfolio Concentration

Top 39.2%4–1013.6%11–2519.7%Rest57.4%TOP 1022.9%0%100%
Top 3$192.65M9.2%
4–10$284.57M13.6%
11–25$411.69M19.7%
Rest$1.20B57.4%

Top 3 weight

9.2%

Top 10 weight

22.9%

Voting Authority Distribution

Total shares with voting rights: 36.67M

Sole

Full voting authority

36.67M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole170
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings170
Rows:

ENTERGY CORP NEW

SOLE
COM
Shares692.53K
TypeSH
Market value$77.81M
3.73%
Sole
692.53K
Shared
0.00
None
0.00

NATIONAL FUEL GAS CO

SOLE
COM
Shares720.38K
TypeSH
Market value$67.69M
3.25%
Sole
720.38K
Shared
0.00
None
0.00

CENTERPOINT ENERGY INC

SOLE
COM
Shares1.09M
TypeSH
Market value$47.15M
2.26%
Sole
1.09M
Shared
0.00
None
0.00

ATMOS ENERGY CORP

SOLE
COM
Shares247.84K
TypeSH
Market value$45.78M
2.19%
Sole
247.84K
Shared
0.00
None
0.00

CNX RES CORP

SOLE
COM
Shares1.13M
TypeSH
Market value$43.61M
2.09%
Sole
1.13M
Shared
0.00
None
0.00

APA CORPORATION

SOLE
COM
Shares985.56K
TypeSH
Market value$41.83M
2.01%
Sole
985.56K
Shared
0.00
None
0.00

GE VERNOVA INC

SOLE
COM
Shares47.41K
TypeSH
Market value$41.38M
1.98%
Sole
47.41K
Shared
0.00
None
0.00

PPL CORP

SOLE
COM
Shares998.38K
TypeSH
Market value$38.14M
1.83%
Sole
998.38K
Shared
0.00
None
0.00

NRG ENERGY INC

SOLE
COM NEW
Shares254.06K
TypeSH
Market value$37.13M
1.78%
Sole
254.06K
Shared
0.00
None
0.00

WOODWARD INC

SOLE
COM
Shares102.56K
TypeSH
Market value$36.71M
1.76%
Sole
102.56K
Shared
0.00
None
0.00

AMEREN CORP

SOLE
COM
Shares311.57K
TypeSH
Market value$34.25M
1.64%
Sole
311.57K
Shared
0.00
None
0.00

SOUTHERN CO

SOLE
COM
Shares319.22K
TypeSH
Market value$30.81M
1.48%
Sole
319.22K
Shared
0.00
None
0.00

AMERICAN ELEC PWR CO INC

SOLE
COM
Shares232.92K
TypeSH
Market value$30.53M
1.46%
Sole
232.92K
Shared
0.00
None
0.00

PUBLIC SVC ENTERPRISE GROUP

SOLE
COM
Shares374.11K
TypeSH
Market value$30.28M
1.45%
Sole
374.11K
Shared
0.00
None
0.00

MODINE MFG CO

SOLE
COM
Shares138.10K
TypeSH
Market value$29.93M
1.43%
Sole
138.10K
Shared
0.00
None
0.00

TARGA RES CORP

SOLE
COM
Shares117.86K
TypeSH
Market value$29.55M
1.42%
Sole
117.86K
Shared
0.00
None
0.00

OVINTIV INC

SOLE
COM
Shares487.24K
TypeSH
Market value$28.92M
1.39%
Sole
487.24K
Shared
0.00
None
0.00

SEMPRA

SOLE
COM
Shares293.68K
TypeSH
Market value$28.54M
1.37%
Sole
293.68K
Shared
0.00
None
0.00

NEXTPOWER INC

SOLE
CLASS A COM
Shares230.17K
TypeSH
Market value$27.75M
1.33%
Sole
230.17K
Shared
0.00
None
0.00

ATI INC

SOLE
COM
Shares185.31K
TypeSH
Market value$26.96M
1.29%
Sole
185.31K
Shared
0.00
None
0.00

ALLIANT ENERGY CORP

SOLE
COM
Shares364.07K
TypeSH
Market value$26.13M
1.25%
Sole
364.07K
Shared
0.00
None
0.00

PERMIAN RESOURCES CORP

SOLE
CLASS A COM
Shares1.10M
TypeSH
Market value$23.44M
1.12%
Sole
1.10M
Shared
0.00
None
0.00

DUKE ENERGY CORP NEW

SOLE
COM NEW
Shares167.93K
TypeSH
Market value$21.99M
1.05%
Sole
167.93K
Shared
0.00
None
0.00

LENNOX INTL INC

SOLE
COM
Shares46.02K
TypeSH
Market value$21.36M
1.02%
Sole
46.02K
Shared
0.00
None
0.00

BKV CORP

SOLE
COM
Shares745.58K
TypeSH
Market value$21.26M
1.02%
Sole
745.58K
Shared
0.00
None
0.00
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