Long-term investor

Vennlight Capital Management, LP @vennlightcapitalmanageme

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002013462).

Record

  • Tracked since 2025-06-30 (478 days), 157 trades recorded
  • Returns: week n/a · month n/a · 90 days -15.1% · 6 months -2.1% · 1 year +3.6% · all +3.6%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • BKV · 5.4% · long · since 2026-03-31
  • N3168P101 · 5.3% · long · since 2025-12-31
  • 697660207 · 5.3% · long · since 2026-03-31
  • PPL · 5.3% · long · since 2026-06-30
  • HTO · 5.2% · long · since 2025-06-30
  • 893870204 · 4.5% · long · since 2026-03-31
  • Q4982L109 · 4.4% · long · since 2025-12-31
  • AEP · 4.4% · long · since 2026-06-30
  • BW · 4.1% · long · since 2026-06-30
  • DTE · 4.0% · long · since 2026-06-30
  • APLD · 3.9% · long · since 2025-09-30
  • MGEE · 3.7% · long · since 2026-06-30

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