DECADE RENEWABLE PARTNERS LP

PrivateCIK: 1915836
Location

HOUSTON, TX

πŸ“‹ What this filing means

DECADE RENEWABLE PARTNERS LP filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $125.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

27
Positions
$125.98M
Total AUM (reported)
4.74M
Total Shares

Allocation by class

TOTAL AUM$125.98M27 positions
COM$104.97M83.3%
CL B$6.25M5.0%
COM SHS$5.93M4.7%
SPONSORED ADS$4.40M3.5%
COM PAR $0.004$3.23M2.6%
COM NEW$1.19M0.9%

Portfolio Concentration

Top 323.2%4–1032.8%11–2541.5%Rest2.5%TOP 1056.0%0%100%
Top 3$29.29M23.2%
4–10$41.31M32.8%
11–25$52.24M41.5%
Rest$3.15M2.5%

Top 3 weight

23.2%

Top 10 weight

56.0%

Voting Authority Distribution

Total shares with voting rights: 4.74M

Sole

Full voting authority

4.74M

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)

Sole27
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings27
Rows:

HUDBAY MINERALS INC

SOLE
COM
Shares1.04M
TypeSH
Market value$11.05M
8.77%
Sole
1.04M
Shared
0.00
None
0.00

GENERAC HLDGS INC

SOLE
COM
Shares76.91K
TypeSH
Market value$11.01M
8.74%
Sole
76.91K
Shared
0.00
None
0.00

XCEL ENERGY INC

SOLE
COM
Shares106.10K
TypeSH
Market value$7.23M
5.74%
Sole
106.10K
Shared
0.00
None
0.00

FREEPORT-MCMORAN INC

SOLE
CL B
Shares144.20K
TypeSH
Market value$6.25M
4.96%
Sole
144.20K
Shared
0.00
None
0.00

DTE ENERGY CO

SOLE
COM
Shares47K
TypeSH
Market value$6.23M
4.94%
Sole
47K
Shared
0.00
None
0.00

ENTERGY CORP NEW

SOLE
COM
Shares74.43K
TypeSH
Market value$6.19M
4.91%
Sole
74.43K
Shared
0.00
None
0.00

ARRAY TECHNOLOGIES INC

SOLE
COM SHS
Shares1.01M
TypeSH
Market value$5.93M
4.71%
Sole
1.01M
Shared
0.00
None
0.00

VISTRA CORP

SOLE
COM
Shares30.39K
TypeSH
Market value$5.89M
4.68%
Sole
30.39K
Shared
0.00
None
0.00

WEC ENERGY GROUP INC

SOLE
COM
Shares53.68K
TypeSH
Market value$5.59M
4.44%
Sole
53.68K
Shared
0.00
None
0.00

CENTERPOINT ENERGY INC

SOLE
COM
Shares142.27K
TypeSH
Market value$5.23M
4.15%
Sole
142.27K
Shared
0.00
None
0.00

SEMPRA

SOLE
COM
Shares66.20K
TypeSH
Market value$5.02M
3.98%
Sole
66.20K
Shared
0.00
None
0.00

ATKORE INC

SOLE
COM
Shares69.68K
TypeSH
Market value$4.92M
3.90%
Sole
69.68K
Shared
0.00
None
0.00

SIGMA LITHIUM CORPORATION

SOLE
COM
Shares1.01M
TypeSH
Market value$4.55M
3.61%
Sole
1.01M
Shared
0.00
None
0.00

BHP GROUP LTD

SOLE
SPONSORED ADS
Shares91.55K
TypeSH
Market value$4.40M
3.49%
Sole
91.55K
Shared
0.00
None
0.00

EVERGY INC

SOLE
COM
Shares57.84K
TypeSH
Market value$3.99M
3.16%
Sole
57.84K
Shared
0.00
None
0.00

MASTEC INC

SOLE
COM
Shares22.72K
TypeSH
Market value$3.87M
3.07%
Sole
22.72K
Shared
0.00
None
0.00

PINNACLE WEST CAP CORP

SOLE
COM
Shares41.66K
TypeSH
Market value$3.73M
2.96%
Sole
41.66K
Shared
0.00
None
0.00

FIRSTENERGY CORP

SOLE
COM
Shares83.29K
TypeSH
Market value$3.35M
2.66%
Sole
83.29K
Shared
0.00
None
0.00

AAON INC

SOLE
COM PAR $0.004
Shares43.82K
TypeSH
Market value$3.23M
2.57%
Sole
43.82K
Shared
0.00
None
0.00

PEABODY ENERGY CORP

SOLE
COM
Shares210K
TypeSH
Market value$2.82M
2.24%
Sole
210K
Shared
0.00
None
0.00

ERO COPPER CORP

SOLE
COM
Shares160.90K
TypeSH
Market value$2.72M
2.16%
Sole
160.90K
Shared
0.00
None
0.00

FLUOR CORP NEW

SOLE
COM
Shares51.95K
TypeSH
Market value$2.66M
2.11%
Sole
51.95K
Shared
0.00
None
0.00

AMEREN CORP

SOLE
COM
Shares26.29K
TypeSH
Market value$2.52M
2.00%
Sole
26.29K
Shared
0.00
None
0.00

NEXTERA ENERGY INC

SOLE
COM
Shares33.43K
TypeSH
Market value$2.32M
1.84%
Sole
33.43K
Shared
0.00
None
0.00

FIRST SOLAR INC

SOLE
COM
Shares12.90K
TypeSH
Market value$2.14M
1.70%
Sole
12.90K
Shared
0.00
None
0.00
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DECADE RENEWABLE PARTNERS LP 13F Holdings β€” 27 Positions | Finecho