Vennlight Capital Management, LP
Net buyer this quarter
$149M
32
+$23M
48.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BKV | $8.03M | 5.38% | 0.27% | +24.7% | Q1 2026 |
 FER | $7.97M | 5.34% | 0.02% | -42.1% | Q4 2025 |
 PAM | $7.92M | 5.31% | 0.01% | -9.0% | Q1 2026 |
 PPL | $7.86M | 5.27% | 0.03% | New | Q2 2026 |
 HTO | $7.83M | 5.25% | 0.31% | -20.6% | Q2 2025 |
 TGS | $6.77M | 4.54% | 0.03% | -16.9% | Q1 2026 |
 IREN | $6.55M | 4.39% | 0.04% | Not reported | Q4 2025 |
 AEP | $6.51M | 4.37% | 0.01% | New | Q2 2026 |
 BW | $6.12M | 4.10% | 0.29% | New | Q2 2026 |
 DTE | $6M | 4.02% | 0.02% | New | Q2 2026 |
 APLD | $5.79M | 3.88% | 0.05% | Not reported | Q4 2024 |
 MGEE | $5.59M | 3.75% | 0.19% | New | Q2 2026 |
 ETR | $5.32M | 3.57% | 0.01% | +2.9% | Q4 2024 |
 DGXX | $5.27M | 3.53% | 0.98% | -66.9% | Q4 2025 |
 PCG | $5.25M | 3.52% | 0.01% | +161.7% | Q4 2024 |
 GLXY | $4.96M | 3.32% | 181323.00% | -20.4% | Q2 2025 |
 CWEN | $4.35M | 2.91% | 0.06% | Not reported | Q3 2025 |
 BTBT | $4.28M | 2.87% | 0.67% | New | Q2 2026 |
 MDU | $3.91M | 2.62% | 0.09% | New | Q2 2026 |
 VRT | $3.27M | 2.19% | 0.00% | New | Q2 2026 |
 INIO | $2.82M | 1.89% | 0.01% | New | Q2 2026 |
 FRMI | $2.79M | 1.87% | 0.05% | New | Q2 2026 |
 XE | $2.73M | 1.83% | Not reported | New | Q2 2026 |
 CORZ | $2.68M | 1.80% | 0.03% | Not reported | Q4 2024 |
 IMSR | $2.5M | 1.68% | 0.43% | -38.7% | Q2 2025 |
 MWH | $2.4M | 1.61% | Not reported | -74.2% | Q1 2026 |
 ENPH | $2.38M | 1.59% | 0.04% | -12.9% | Q1 2026 |
 CAAP | $2.37M | 1.59% | 0.06% | New | Q2 2026 |
 BLSH | $2.34M | 1.57% | 0.07% | New | Q2 2026 |
 LBRT | $2.33M | 1.56% | Not reported | New | Q2 2026 |
 XEL | $2.22M | 1.49% | 0.00% | Not reported | Q4 2024 |
 PUMP | $2.09M | 1.40% | 0.12% | New | Q2 2026 |
| Q1 2026 | |||||
| FER | $13M | 13.18% | 0.03% | +73.0% | Q4 2025 |
| HTO | $9.52M | 9.62% | 0.39% | Not reported | Q2 2025 |
| TGS | $9.48M | 9.58% | 0.04% | New | Q1 2026 |
| PAM | $9.38M | 9.48% | 0.01% | New | Q1 2026 |
| MWH | $8.19M | 8.28% | Not reported | New | Q1 2026 |
| BKV | $6.71M | 6.78% | 0.22% | New | Q1 2026 |
| DGXX | $5.93M | 5.99% | 4.18% | +66.5% | Q4 2025 |
 CLSK | $5.49M | 5.55% | 0.25% | New | Q1 2026 |
| ETR | $5.06M | 5.11% | 0.01% | +43.6% | Q4 2024 |
| GLXY | $4.2M | 4.25% | 227889.00% | +153.0% | Q2 2025 |
 WULF | $3.72M | 3.76% | 0.06% | -38.5% | Q4 2024 |
| IMSR | $3.46M | 3.49% | 0.70% | Not reported | Q2 2025 |
 HUT | $3.24M | 3.27% | 0.06% | Not reported | Q4 2024 |
 BTDR | $3.12M | 3.15% | 0.15% | +292.2% | Q4 2025 |
 ES | $2.81M | 2.84% | 0.01% | Not reported | Q4 2024 |
| ENPH | $2.1M | 2.12% | 0.04% | New | Q1 2026 |
| PCG | $2.1M | 2.12% | 0.01% | Not reported | Q4 2024 |
 NKLR | $1.42M | 1.44% | 0.28% | -50.6% | Q4 2025 |
| Q4 2025 | |||||
| XEL | $11.2M | 11.90% | 0.02% | +487.8% | Q4 2024 |
| FER | $7.49M | 7.92% | 0.02% | New | Q4 2025 |
 GPRK | $5.85M | 6.19% | 1.53% | Not reported | Q2 2025 |
 CPK | $5.44M | 5.75% | 0.00% | New | Q4 2025 |
| WULF | $4.82M | 5.10% | 0.10% | +139.5% | Q4 2024 |
 LNT | $4.65M | 4.92% | 0.03% | New | Q4 2025 |
| DGXX | $4.47M | 4.73% | 2.53% | New | Q4 2025 |
 CIFR | $4.34M | 4.60% | 0.07% | +237.5% | Q4 2024 |
 IDA | $3.81M | 4.03% | 0.06% | New | Q4 2025 |
 NI | $3.8M | 4.02% | 0.02% | Not reported | Q4 2024 |
 BE | $3.17M | 3.35% | 0.02% | New | Q4 2025 |
 SR | $2.98M | 3.15% | 0.06% | Not reported | Q2 2025 |
| ETR | $2.9M | 3.06% | 0.01% | Not reported | Q4 2024 |
| NKLR | $2.87M | 3.04% | 0.56% | New | Q4 2025 |
 AES | $2.2M | 2.33% | 0.02% | -60.1% | Q2 2025 |
 BWXT | $2.13M | 2.26% | 0.01% | New | Q4 2025 |
| GLXY | $2.01M | 2.13% | 90073.00% | +6.6% | Q2 2025 |
| IREN | $1.99M | 2.11% | 0.02% | New | Q4 2025 |
 HIVE | $1.96M | 2.07% | 0.46% | New | Q4 2025 |
| APLD | $1.86M | 1.97% | 0.03% | -39.2% | Q4 2024 |
 TLN | $1.66M | 1.76% | 0.01% | -65.5% | Q4 2024 |
| BTDR | $1.03M | 1.09% | 0.04% | New | Q4 2025 |
 ETN | $1.03M | 1.09% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| IMSR | $8.21M | 10.68% | 1.28% | -51.4% | Q2 2025 |
 SMR | $6.93M | 9.01% | 0.08% | New | Q3 2025 |
| PCG | $6.08M | 7.91% | 0.02% | Not reported | Q4 2024 |
| TLN | $5.47M | 7.12% | 0.03% | -66.6% | Q4 2024 |
| AES | $5.06M | 6.59% | 0.05% | -9.3% | Q2 2025 |
 VST | $3.95M | 5.14% | 0.01% | -53.4% | Q4 2024 |
 UUUU | $3.69M | 4.80% | 0.10% | New | Q3 2025 |
 MTZ | $3.1M | 4.03% | 0.02% | New | Q3 2025 |
| APLD | $2.87M | 3.73% | 0.05% | Not reported | Q4 2024 |
| GLXY | $2.86M | 3.72% | 84500.00% | -78.4% | Q2 2025 |
| CWEN | $2.74M | 3.56% | 0.05% | New | Q3 2025 |
| CORZ | $2.69M | 3.50% | 0.05% | +66.2% | Q4 2024 |
 CMS | $2.34M | 3.04% | 0.01% | New | Q3 2025 |
 EMR | $2.2M | 2.87% | 0.00% | New | Q3 2025 |
 CEG | $2.09M | 2.73% | 0.00% | New | Q3 2025 |
| XEL | $2.09M | 2.72% | 0.00% | Not reported | Q4 2024 |
 EVRG | $2.08M | 2.70% | 0.01% | Not reported | Q4 2024 |
 MSTR | $2.04M | 2.65% | Not reported | New | Q3 2025 |
 NRG | $2.02M | 2.63% | 0.01% | New | Q3 2025 |
| HUT | $2.01M | 2.61% | 0.05% | -87.6% | Q4 2024 |
| WULF | $2M | 2.60% | 0.04% | Not reported | Q4 2024 |
| CIFR | $1.1M | 1.43% | 0.02% | -91.6% | Q4 2024 |
| ES | $1.09M | 1.42% | 0.00% | Not reported | Q4 2024 |
 SRE | $1.08M | 1.40% | 0.00% | New | Q3 2025 |
 RIOT | $1.08M | 1.40% | 0.02% | Not reported | Q4 2024 |