Q4 2023 Holdings
Filed 2024-02-14 | 8 holdings | $460.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Custom Truck One Source Inc(CTOS) | COM CL A | 23204X103 | $159.1M | 25,738,988 | 34.5% |
| PG&E Corp(PCG) | COM | 69331C108 | $128.5M | 7,124,720 | 27.9% |
| Sunnova Energy Intl Inc.(NOVAQ) | COM | 86745K104 | $105.4M | 6,911,664 | 22.9% |
| Shenandoah Telecommunication(SHEN) | COM | 82312B106 | $53.0M | 2,452,384 | 11.5% |
| Clean Energy Fuels Corp(CLNE) | COM | 184499101 | $9.9M | 2,594,759 | 2.2% |
| REX American RES Corp(REX) | COM | 761624105 | $3.1M | 65,529 | 0.7% |
| Allego N V | ORD SHS | N0796A100 | $1.4M | 1,000,000 | 0.3% |
| Enviva Inc(EVAUSD) | COM | 29415B103 | $251.4K | 252,392 | 0.1% |