← Situational Awareness LP portfolio
13F-HR filing
VALIDATEDHoldings period 2024-12-31 · Filed 2025-02-12 · Accession 0000935836-25-000120
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | CONSTELLATION ENERGY CORP | COM · 21037T109 | LONG | 96,400 | $21.6 million |
| 2 | MODINE MFG CO | COM · 607828100 | LONG | 66,367 | $7.7 million |
| 3 | MARVELL TECHNOLOGY INC | COM · 573874104 | LONG | 785,896 | $86.8 million |
| 4 | TALEN ENERGY CORP | COM · 87422Q109 | LONG | 138,878 | $28.0 million |
| 5 | VERTIV HOLDINGS CO | COM CL A · 92537N108 | LONG | 455,146 | $51.7 million |
| 6 | VISTRA CORP | COM · 92840M102 | LONG | 428,397 | $59.1 million |