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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002013462

Vennlight Capital Management, LP

Weston, CT · File #028-25295

Latest AUM
$94.5M
Positions
28
Top-10 Concentration
62.1%
Filings
5

Sector Allocation

Utilities
21.1%$20.0M
Industrials
14.6%$13.8M
Financials
12.7%$12.0M
Energy
6.2%$5.9M
Technology
3.1%$2.9M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1XCEL ENERGY INCXELLL152,239$11.2M11.90%
2FERROVIAL SEFER115,871$7.5M7.92%
3TERRESTRIAL ENERGY INCIMSRW1,077,500$6.6M6.97%
4GEOPARK LTDGPRK789,978$5.9M6.19%
5CHESAPEAKE UTILS CORP16530310843,586$5.4M5.75%
6TERAWULF INCWULF419,396$4.8M5.10%
7ALLIANT ENERGY CORPLNT71,500$4.6M4.92%
8DIGI PWR X INC25380B1021,753,308$4.5M4.73%
9CIPHER MINING INC17253J106294,292$4.3M4.60%
10IDACORP INCIDA30,100$3.8M4.03%
11NISOURCE INCNI91,024$3.8M4.02%
12BLOOM ENERGY CORPBE36,467$3.2M3.35%
13SPIRE INCSRJN36,000$3.0M3.15%
14ENTERGY CORP NEWENO31,338$2.9M3.06%
15TERRA INNOVATUM GLOBAL NVNKLR621,540$2.9M3.04%
16AES CORPAES153,692$2.2M2.33%
17BWX TECHNOLOGIES INCBWXT12,350$2.1M2.26%
18GALAXY DIGITAL INC.GLXY90,073$2.0M2.13%
19IREN LIMITEDIREN52,749$2.0M2.11%
20BITFARMS LTDBITF834,075$2.0M2.07%