VENNLIGHT CAPITAL MANAGEMENT, LP

PrivateCIK: 2013462
Location

WESTON, CT

32
Positions
$149.19M
Total AUM (reported)
7.73M
Total Shares

Allocation by class

TOTAL AUM$149.19M32 positions
COM$76.96M51.6%
ORD SHS$10.31M6.9%
ORDINARY SHARES$9.36M6.3%
COM CL A$8.33M5.6%
SPONS ADR LVL I$7.92M5.3%
SPONSORED ADS B$6.77M4.5%
COM NEW$5.79M3.9%

Portfolio Concentration

Top 316.0%4–1031.9%11–2541.2%Rest10.8%TOP 1048.0%0%100%
Top 3$23.92M16.0%
4–10$47.65M31.9%
11–25$61.50M41.2%
Rest$16.13M10.8%

Top 3 weight

16.0%

Top 10 weight

48.0%

Voting Authority Distribution

Total shares with voting rights: 7.73M

Sole

Full voting authority

7.73M

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)

Sole32
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings32
Rows:

BKV CORP

SOLE
COM
Shares293.38K
TypeSH
Market value$8.03M
5.38%
Sole
293.38K
Shared
0.00
None
0.00

FERROVIAL NV

SOLE
ORD SHS
Shares116.17K
TypeSH
Market value$7.97M
5.34%
Sole
116.17K
Shared
0.00
None
0.00

PAMPA ENERGIA SA

SOLE
SPONS ADR LVL I
Shares96.42K
TypeSH
Market value$7.92M
5.31%
Sole
96.42K
Shared
0.00
None
0.00

PPL CORP

SOLE
COM
Shares216.33K
TypeSH
Market value$7.86M
5.27%
Sole
216.33K
Shared
0.00
None
0.00

H2O AMERICA

SOLE
COM
Shares128.84K
TypeSH
Market value$7.83M
5.25%
Sole
128.84K
Shared
0.00
None
0.00

TRANSPORTADORA DE GAS DEL SU

SOLE
SPONSORED ADS B
Shares227.81K
TypeSH
Market value$6.77M
4.54%
Sole
227.81K
Shared
0.00
None
0.00

IREN LIMITED

SOLE
ORDINARY SHARES
Shares143.14K
TypeSH
Market value$6.55M
4.39%
Sole
143.14K
Shared
0.00
None
0.00

AMERICAN ELEC PWR CO INC

SOLE
COM
Shares47.60K
TypeSH
Market value$6.51M
4.37%
Sole
47.60K
Shared
0.00
None
0.00

BABCOCK & WILCOX ENTERPRISES

SOLE
COM
Shares434.02K
TypeSH
Market value$6.12M
4.10%
Sole
434.02K
Shared
0.00
None
0.00

DTE ENERGY CO

SOLE
COM
Shares39.40K
TypeSH
Market value$6.00M
4.02%
Sole
39.40K
Shared
0.00
None
0.00

APPLIED DIGITAL CORP

SOLE
COM NEW
Shares155.22K
TypeSH
Market value$5.79M
3.88%
Sole
155.22K
Shared
0.00
None
0.00

MGE ENERGY INC

SOLE
COM
Shares68.58K
TypeSH
Market value$5.59M
3.75%
Sole
68.58K
Shared
0.00
None
0.00

ENTERGY CORP NEW

SOLE
COM
Shares46.32K
TypeSH
Market value$5.32M
3.57%
Sole
46.32K
Shared
0.00
None
0.00

DIGI PWR X INC

SOLE
COM SUB VTG
Shares966.25K
TypeSH
Market value$5.27M
3.53%
Sole
966.25K
Shared
0.00
None
0.00

PG&E CORP

SOLE
COM
Shares312.15K
TypeSH
Market value$5.25M
3.52%
Sole
312.15K
Shared
0.00
None
0.00

GALAXY DIGITAL INC.

SOLE
CL A
Shares181.32K
TypeSH
Market value$4.96M
3.32%
Sole
181.32K
Shared
0.00
None
0.00

CLEARWAY ENERGY INC

SOLE
CL C
Shares127.19K
TypeSH
Market value$4.35M
2.91%
Sole
127.19K
Shared
0.00
None
0.00

BIT DIGITAL INC

SOLE
SHS
Shares2.38M
TypeSH
Market value$4.28M
2.87%
Sole
2.38M
Shared
0.00
None
0.00

MDU RES GROUP INC

SOLE
COM
Shares184.16K
TypeSH
Market value$3.91M
2.62%
Sole
184.16K
Shared
0.00
None
0.00

VERTIV HOLDINGS CO

SOLE
COM CL A
Shares9.76K
TypeSH
Market value$3.27M
2.19%
Sole
9.76K
Shared
0.00
None
0.00

INNIO NV

SOLE
ORDINARY SHARES
Shares71.20K
TypeSH
Market value$2.82M
1.89%
Sole
71.20K
Shared
0.00
None
0.00

FERMI INC

SOLE
COM
Shares304.92K
TypeSH
Market value$2.79M
1.87%
Sole
304.92K
Shared
0.00
None
0.00

X-ENERGY INC

SOLE
COM CL A
Shares148.84K
TypeSH
Market value$2.73M
1.83%
Sole
148.84K
Shared
0.00
None
0.00

CORE SCIENTIFIC INC NEW

SOLE
COM
Shares104.77K
TypeSH
Market value$2.68M
1.80%
Sole
104.77K
Shared
0.00
None
0.00

TERRESTRIAL ENERGY INC

SOLE
COM SHS
Shares353.01K
TypeSH
Market value$2.50M
1.68%
Sole
353.01K
Shared
0.00
None
0.00
Page 1 of 2