Vennlight Capital Management, LP

Q3 2025 13F Holdings

  • Location
    weston, CT
  • Num holdings

    25

  • Value ($000)

    $76,856

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0002013462
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

HCM II ACQUISITION CORP

SHS CL A
$8.21 M
11 %

500,000

SMR
SMR

NUSCALE PWR CORP

CL A COM
$6.93 M
9 %

192,406

PCG
PCG

PG&E CORP

COM
$6.08 M
8 %

403,105

TLN
TLN

TALEN ENERGY CORP

COM
$5.47 M
7 %

12,865

AES
AES

AES CORP

COM
$5.06 M
7 %

384,814

VST
VST

VISTRA CORP

COM
$3.95 M
5 %

20,180

EFR
EFR

ENERGY FUELS INC

COM NEW
$3.69 M
5 %

240,500

MTZ
MTZ

MASTEC INC

COM
$3.10 M
4 %

14,556

APLD
APLD

APPLIED DIGITAL CORP

COM NEW
$2.87 M
4 %

125,000

---

GALAXY DIGITAL INC.

CL A
$2.86 M
4 %

84,500

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 25