Vennlight Capital Management, Lp Top Holdings and 13F Report (2026) About Vennlight Capital Management, LpInvestment ActivityVennlight Capital Management, Lp has $98.96 million in total holdings as of March 31, 2026.Vennlight Capital Management, Lp owns shares of 18 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 74.05% of the portfolio was purchased this quarter.About 70.04% of the portfolio was sold this quarter.This quarter, Vennlight Capital Management, Lp has purchased 26 new stocks and bought additional shares in 5 stocks.Vennlight Capital Management, Lp sold shares of 3 stocks and completely divested from 18 stocks this quarter.Largest Holdings FERROVIAL SE $13,039,598H2O AMERICA $9,517,271Transportadora De Gas Sa Ord B $9,484,836Pampa Energia $9,377,726SOLV ENERGY INC $8,192,725 Largest New Holdings this Quarter 784305104 - H2O AMERICA $9,517,271 Holding893870204 - Transportadora De Gas Sa Ord B $9,484,836 Holding697660207 - Pampa Energia $9,377,726 Holding78475V103 - SOLV ENERGY INC $8,192,725 Holding05603J108 - BKV CORP $6,712,553 Holding Largest Purchases this Quarter H2O AMERICA 162,217 shares (about $9.52M)Transportadora De Gas Sa Ord B 274,049 shares (about $9.48M)Pampa Energia 105,963 shares (about $9.38M)SOLV ENERGY INC 272,818 shares (about $8.19M)BKV CORP 235,363 shares (about $6.71M) Largest Sales this Quarter TeraWulf 218,763 shares (about $3.16M)TERRESTRIAL ENERGY INC 502,001 shares (about $3.01M)TERRA INNOVATUM GLOBAL NV 314,707 shares (about $1.46M) Sector Allocation Over TimeMap of 500 Largest Holdings ofVennlight Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFERROVIAL SE$13,039,598$5,502,189 â–²73.0%200,45513.2%ORD SHSH2O AMERICA$9,517,271$9,517,271 â–²New Holding162,2179.6%COMTGSTransportadora De Gas Sa Ord B$9,484,836$9,484,836 â–²New Holding274,0499.6%EnergyPAMPampa Energia$9,377,726$9,377,726 â–²New Holding105,9639.5%UtilitiesSOLV ENERGY INC$8,192,725$8,192,725 â–²New Holding272,8188.3%COM SHS CL ABKV CORP$6,712,553$6,712,553 â–²New Holding235,3636.8%COMDIGI PWR X INC$5,926,390$2,367,175 â–²66.5%2,919,4046.0%COM SUB VTGCLSKCleanspark$5,487,801$5,487,801 â–²New Holding644,8655.5%FinanceETREntergy$5,056,200$1,535,062 â–²43.6%45,0005.1%UtilitiesGALAXY DIGITAL INC.$4,204,552$2,542,705 â–²153.0%227,8894.2%CL AWULFTeraWulf$3,724,859$3,156,750 â–¼-45.9%258,1333.8%FinanceTERRESTRIAL ENERGY INC$3,455,872$3,014,516 â–¼-46.6%575,4993.5%COM SHSHUT 8 CORP$3,236,837$3,236,837 â–²New Holding69,0013.3%COMBTDRBitdeer Technologies Group$3,117,823$2,322,888 â–²292.2%360,4423.2%Business ServicesESEversource Energy$2,805,840$2,805,840 â–²New Holding40,5002.8%UtilitiesENPHEnphase Energy$2,096,489$2,096,489 â–²New Holding55,4482.1%EnergyPCGPacific Gas & Electric$2,096,101$2,096,101 â–²New Holding119,3002.1%UtilitiesTERRA INNOVATUM GLOBAL NV$1,423,705$1,460,240 â–¼-50.6%306,8331.4%ORD SHSXELXcel Energy$0$11,244,373 â–¼-100.0%00.0%UtilitiesGPRKGeopark$0$5,853,737 â–¼-100.0%00.0%EnergyCPKChesapeake Utilities$0$5,437,789 â–¼-100.0%00.0%UtilitiesLNTAlliant Energy$0$4,648,215 â–¼-100.0%00.0%UtilitiesCIFRCipher Mining$0$4,343,750 â–¼-100.0%00.0%Business ServicesIDAIDACORP$0$3,809,456 â–¼-100.0%00.0%UtilitiesNINiSource$0$3,801,162 â–¼-100.0%00.0%UtilitiesBEBloom Energy$0$3,168,618 â–¼-100.0%00.0%EnergySRSpire$0$2,977,200 â–¼-100.0%00.0%UtilitiesIRENIREN$0$2,596,650 â–¼-100.0%00.0%FinanceAESAES$0$2,203,943 â–¼-100.0%00.0%UtilitiesBWXTBWX Technologies$0$2,134,574 â–¼-100.0%00.0%AerospaceBITFBitfarms$0$1,960,076 â–¼-100.0%00.0%Business ServicesHIVEHIVE Digital Technologies$0$1,957,402 â–¼-100.0%00.0%FinanceAPLDApplied Digital$0$1,864,427 â–¼-100.0%00.0%FinanceTALEN ENERGY CORP$0$1,664,290 â–¼-100.0%00.0%COMETNEaton$0$1,027,195 â–¼-100.0%00.0%IndustrialsFLNCFluence Energy$0$989,000 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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