Q1 2024 Holdings
Filed 2024-05-15 | 7 holdings | $362.7M | 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 | $149.8M | 25,738,988 | 41.3% |
| PG&E Corp(PCG) | COM | 69331C108 | $119.4M | 7,124,720 | 32.9% |
| Shenandoah Telecommunication(SHEN) | COM | 82312B106 | $42.6M | 2,452,384 | 11.7% |
| Sunnova Energy Intl Inc.(NOVAQ) | COM | 86745K104 | $42.4M | 6,911,664 | 11.7% |
| Clean Energy Fuels Corp(CLNE) | COM | 184499101 | $7.0M | 2,594,759 | 1.9% |
| Allego N V | ORD SHS | N0796A100 | $1.5M | 1,000,000 | 0.4% |
| Enviva Inc(EVAUSD) | COM | 29415B103 | $111.1K | 252,392 | 0.0% |