account_balance
Investment manager · 13F filer · SEC CIK 2082932
Verbena Value LP
Reported value$605Mas of Jun 30, 2026
Positions31 7 new, 2 sold out
Top 10 weight73.5%CTRI alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CTRICenturi Holdings, Inc.
11.0%Added +24%
OROR Royalties Inc.
10.1%Added +49%
GLNGGolar LNG Ltd
9.0%Trimmed −9%
DNOWDNOW Inc.
7.7%Added +9%
SAROStandardAero, Inc.
7.5%Added +71%
AEPAmerican Electric Power Co Inc
7.4%Added +10%
ETREntergy Corp
5.7%Added +18%
AMZNAmazon.com Inc
5.6%New
GFLGFL Environmental Inc.
4.9%Trimmed −33%
PPLPPL Corp
4.5%
SWSmurfit Westrock PLC
3.9%Trimmed −52%
JBLJabil Inc
2.5%
CTRICenturi Holdings, Inc.
11.0%Added +24%
OROR Royalties Inc.
10.1%Added +49%
GLNGGolar LNG Ltd
9.0%Trimmed −9%
DNOWDNOW Inc.
7.7%Added +9%
SAROStandardAero, Inc.
7.5%Added +71%
AEPAmerican Electric Power Co Inc
7.4%
ETREntergy Corp
5.7%
AMZNAmazon.com Inc
5.6%
GFLGFL Environmental Inc.
4.9%
PPL4.5%SW3.9%JBLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CTRI Centuri Holdings, Inc. 11.0% Added +24%OR OR Royalties Inc. 10.1% Added +49%GLNG Golar LNG Ltd 9.0% Trimmed −9%DNOW DNOW Inc. 7.7% Added +9%SARO StandardAero, Inc. 7.5% Added +71%AEP American Electric Power Co Inc 7.4% Added +10%ETR Entergy Corp 5.7% Added +18%AMZN Amazon.com Inc 5.6% NewGFL GFL Environmental Inc. 4.9% Trimmed −33%PPL PPL Corp 4.5% HeldSW Smurfit Westrock PLC 3.9% Trimmed −52%JBL Jabil Inc 2.5% Trimmed −76%
What changed
Biggest moves since Mar 31, 2026
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