Vennlight Capital Management as of March 31, 2026
Portfolio Holdings for Vennlight Capital Management
Vennlight Capital Management holds 18 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ferrovial Se Ord Shs (FER) | 13.2 | $13M | 201k | 65.05 | |
| SJW (HTO) | 9.6 | $9.5M | 162k | 58.67 | |
| Transportadora De Gas Del Su Sponsored Ads B (TGS) | 9.6 | $9.5M | 274k | 34.61 | |
| Pampa Energia Sa Spons Adr Lvl I (PAM) | 9.5 | $9.4M | 106k | 88.50 | |
| Solv Energy Com Shs Cl A (MWH) | 8.3 | $8.2M | 273k | 30.03 | |
| Bkv Corp (BKV) | 6.8 | $6.7M | 235k | 28.52 | |
| Digi Pwr X Com Sub Vtg (DGXX) | 6.0 | $5.9M | 2.9M | 2.03 | |
| Cleanspark Com New (CLSK) | 5.5 | $5.5M | 645k | 8.51 | |
| Entergy Corporation (ETR) | 5.1 | $5.1M | 45k | 112.36 | |
| Galaxy Digital Cl A (GLXY) | 4.2 | $4.2M | 228k | 18.45 | |
| Terawulf (WULF) | 3.8 | $3.7M | 258k | 14.43 | |
| Terrestrial Energy Com Shs (IMSR) | 3.5 | $3.5M | 576k | 6.00 | |
| Hut 8 Corp (HUT) | 3.3 | $3.2M | 69k | 46.91 | |
| Bitdeer Technologies Group Cl A Ord Shs (BTDR) | 3.2 | $3.1M | 360k | 8.65 | |
| Eversource Energy (ES) | 2.8 | $2.8M | 41k | 69.28 | |
| 4068594 Enphase Energy (ENPH) | 2.1 | $2.1M | 55k | 37.81 | |
| PG&E Corporation (PCG) | 2.1 | $2.1M | 119k | 17.57 | |
| Terra Innovatum Global Nv Ord Shs (NKLR) | 1.4 | $1.4M | 307k | 4.64 |
