Long-term investor
Verbena Value LP @verbenavaluelp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002082932).
Record
- Tracked since 2025-12-31 (264 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days +0.7% · 6 months n/a · 1 year n/a · all +8.0%
- Max drawdown n/a · win rate 11% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CTRI · 11.0% · long · since 2025-12-31
- OR · 10.1% · long · since 2025-12-31
- GLNG · 9.0% · long · since 2025-12-31
- DNOW · 7.7% · long · since 2025-12-31
- SARO · 7.5% · long · since 2025-12-31
- AEP · 7.4% · long · since 2025-12-31
- ETR · 5.7% · long · since 2025-12-31
- AMZN · 5.6% · long · since 2026-06-30
- GFL · 4.9% · long · since 2025-12-31
- PPL · 4.5% · long · since 2025-12-31
- SW · 3.9% · long · since 2025-12-31
- JBL · 2.5% · long · since 2025-12-31