13F HOLDINGS REPORT
Situational Awareness LP
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0000935836-25-000120
Total Value
$254.8M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MARVELL TECHNOLOGY INC | MRVL | 785,896 | $86.8M | 34.06% |
| 2 | VISTRA CORP | VST | 428,397 | $59.1M | 23.18% |
| 3 | VERTIV HOLDINGS CO | VRT | 455,146 | $51.7M | 20.29% |
| 4 | TALEN ENERGY CORP | TLN | 138,878 | $28.0M | 10.98% |
| 5 | CONSTELLATION ENERGY CORP | CEG | 96,400 | $21.6M | 8.46% |
| 6 | MODINE MFG CO | 607828100 | 66,367 | $7.7M | 3.02% |