Q1 2025 Holdings
Filed 2025-05-15 | 7 holdings | $2.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Quanta Scvs Inc(PWR) | COM | 74762E102 | $1.3B | 5,297,565 | 68.8% |
| Dycom Inds Inc(DY) | COM | 267475101 | $565.5M | 3,712,239 | 28.9% |
| Caesars Entertainment Inc NE(CZR) | COM | 12769G100 | $20.1M | 804,844 | 1.0% |
| Shoals Technologies Group in(SHLS) | CL A | 82489W107 | $12.9M | 3,880,000 | 0.7% |
| Array Technologies Inc(ARRY) | COM SHS | 04271T100 | $11.7M | 2,400,000 | 0.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $757.2K | 3,980 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $459.7K | 6,485 | 0.0% |