VERBENA VALUE LP

PrivateCIK: 2082932
Location

WESTPORT, CT

26
Positions
$610.95M
Total AUM (reported)
18.63M
Total Shares

Allocation by class

TOTAL AUM$610.95M26 positions
COM$262.79M43.0%
SHS$108.39M17.7%
COM SHS$100.98M16.5%
SUB VTG SHS$50.53M8.3%
COM CL A$41.02M6.7%
ORD SHS CL A$12.66M2.1%
ORD SHS$9.20M1.5%

Portfolio Concentration

Top 327.5%4–1046.3%11–2526.2%Rest0.0%TOP 1073.8%0%100%
Top 3$167.77M27.5%
4–10$282.96M46.3%
11–25$160.00M26.2%
Rest$230.6K0.0%

Top 3 weight

27.5%

Top 10 weight

73.8%

Voting Authority Distribution

Total shares with voting rights: 18.63M

Sole

Full voting authority

18.63M

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)

Sole26
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:

GOLAR LNG LTD

SOLE
SHS
Shares1.21M
TypeSH
Market value$65.49M
10.72%
Sole
1.21M
Shared
0.00
None
0.00

CENTURI HOLDINGS INC

SOLE
COM SHS
Shares1.77M
TypeSH
Market value$51.74M
8.47%
Sole
1.77M
Shared
0.00
None
0.00

GFL ENVIRONMENTAL INC

SOLE
SUB VTG SHS
Shares1.21M
TypeSH
Market value$50.53M
8.27%
Sole
1.21M
Shared
0.00
None
0.00

OR ROYALTIES INC.

SOLE
COM SHS
Shares1.29M
TypeSH
Market value$49.23M
8.06%
Sole
1.29M
Shared
0.00
None
0.00

SMURFIT WESTROCK PLC

SOLE
SHS
Shares1.08M
TypeSH
Market value$42.90M
7.02%
Sole
1.08M
Shared
0.00
None
0.00

JABIL INC

SOLE
COM
Shares161.20K
TypeSH
Market value$42.82M
7.01%
Sole
161.20K
Shared
0.00
None
0.00

ALAMOS GOLD INC

SOLE
COM CL A
Shares923.20K
TypeSH
Market value$41.02M
6.71%
Sole
923.20K
Shared
0.00
None
0.00

DNOW INC

SOLE
COM
Shares3.30M
TypeSH
Market value$39.28M
6.43%
Sole
3.30M
Shared
0.00
None
0.00

AMERICAN ELEC PWR CO INC

SOLE
COM
Shares298.82K
TypeSH
Market value$39.17M
6.41%
Sole
298.82K
Shared
0.00
None
0.00

ENTERGY CORP NEW

SOLE
COM
Shares254K
TypeSH
Market value$28.54M
4.67%
Sole
254K
Shared
0.00
None
0.00

PPL CORP

SOLE
COM
Shares740.50K
TypeSH
Market value$28.29M
4.63%
Sole
740.50K
Shared
0.00
None
0.00

STANDARDAERO INC

SOLE
COM
Shares889.60K
TypeSH
Market value$22.98M
3.76%
Sole
889.60K
Shared
0.00
None
0.00

CMS ENERGY CORP

SOLE
COM
Shares219.50K
TypeSH
Market value$17.03M
2.79%
Sole
219.50K
Shared
0.00
None
0.00

SOUTHWEST GAS HLDGS INC

SOLE
COM
Shares166.25K
TypeSH
Market value$14.45M
2.36%
Sole
166.25K
Shared
0.00
None
0.00

HENNESSY CAP INVT CORP VII

SOLE
ORD SHS CL A
Shares1.22M
TypeSH
Market value$12.66M
2.07%
Sole
1.22M
Shared
0.00
None
0.00

EVERGY INC

SOLE
COM
Shares149.30K
TypeSH
Market value$12.23M
2.00%
Sole
149.30K
Shared
0.00
None
0.00

FIDELITY NATL INFORMATION SV

SOLE
COM
Shares237.93K
TypeSH
Market value$11.16M
1.83%
Sole
237.93K
Shared
0.00
None
0.00

BERTO ACQUISITION CORP

SOLE
ORD SHS
Shares897.75K
TypeSH
Market value$9.20M
1.51%
Sole
897.75K
Shared
0.00
None
0.00

METALS ACQUISITION CORP II

SOLE
UNIT 99/99/9999
Shares900K
TypeSH
Market value$9.08M
1.49%
Sole
900K
Shared
0.00
None
0.00

KODIAK GAS SVCS INC

SOLE
COM
Shares117.40K
TypeSH
Market value$6.85M
1.12%
Sole
117.40K
Shared
0.00
None
0.00

INFINITE EAGLE ACQUISITION C

SOLE
CL A
Shares600K
TypeSH
Market value$6.09M
1.00%
Sole
600K
Shared
0.00
None
0.00

EGH ACQUISITION CORP.

SOLE
SHS CL A
Shares487.81K
TypeSH
Market value$4.98M
0.82%
Sole
487.81K
Shared
0.00
None
0.00

CHURCHILL CAPITAL CORP IX

SOLE
CL A SHS
Shares280.94K
TypeSH
Market value$3.00M
0.49%
Sole
280.94K
Shared
0.00
None
0.00

SAFEGUARD ACQUISITION CORP

SOLE
CL A ORD SHS
Shares100K
TypeSH
Market value$1.01M
0.17%
Sole
100K
Shared
0.00
None
0.00

GENERAL PURP ACQUISITION COR

SOLE
USD CL A ORD SHS
Shares100K
TypeSH
Market value$1.00M
0.16%
Sole
100K
Shared
0.00
None
0.00
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