Verbena Value LP — 13F Holdings & Portfolio

CIK 2082932 · latest 13F-HR filed 2026-05-04

Verbena Value LP manages $611.0M in 13F-reported U.S. long-equity assets across 26 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GLNG (10.72%), CTRI (8.47%), GFL (8.27%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 7, added to 12, and trimmed 4.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$611.0M

Long-equity book

Holdings

26

Distinct positions

Period

2026-03-31

Filed 2026-05-04

Q/Q Activity

+7 / −7 / ↑12 / ↓4

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • GOLAR LNG LTD$27.0M +70.1%
  • OR ROYALTIES INC.$24.5M +99.0%
  • SMURFIT WESTROCK PLC$18.0M +72.1%
  • CENTURI HOLDINGS INC$17.7M +51.9%
  • STANDARDAERO INC$17.7M +331.7%
Show all 12

Top Trims

  • FIDELITY NATL INFORMATION SV-$29.9M -72.8%
  • EVERGY INC-$14.9M -54.9%
  • DNOW INC-$9.5M -19.5%
  • CMS ENERGY CORP-$3.0M -14.9%
Show all 4

New Positions

  • METALS ACQUISITION CORP II$9.1M
  • KODIAK GAS SVCS INC$6.8M
  • INFINITE EAGLE ACQUISITION C$6.1M
  • EGH ACQUISITION CORP.$5.0M
  • SAFEGUARD ACQUISITION CORP$1.0M
Show all 7

Exited Positions

  • CENOVUS ENERGY INC$40.8M
  • ROYAL GOLD INC$25.4M
  • CENTERRA GOLD INC$23.2M
  • PUBLIC SVC ENTERPRISE GRP$17.2M
  • SAFEGUARD ACQUISITION CORP$1.0M
Show all 7
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 GOLAR LNG LTD GLNG G9456A100 $65.5M 10.72% 1,210,402 SH
2 CENTURI HOLDINGS INC CTRI 155923105 $51.7M 8.47% 1,771,457 SH
3 GFL ENVIRONMENTAL INC GFL 36168Q104 $50.5M 8.27% 1,211,100 SH
4 OR ROYALTIES INC. OR 68390D106 $49.2M 8.06% 1,294,900 SH
5 SMURFIT WESTROCK PLC SW G8267P108 $42.9M 7.02% 1,076,500 SH
6 JABIL INC JBL 466313103 $42.8M 7.01% 161,200 SH
7 ALAMOS GOLD INC AGI 011532108 $41.0M 6.71% 923,200 SH
8 DNOW INC DNOW 67011P100 $39.3M 6.43% 3,297,904 SH
9 AMERICAN ELEC PWR CO INC AEP 025537101 $39.2M 6.41% 298,823 SH
10 ENTERGY CORP NEW ETR 29364G103 $28.5M 4.67% 254,000 SH
11 PPL CORP PPL 69351T106 $28.3M 4.63% 740,500 SH
12 STANDARDAERO INC SARO 85423L103 $23.0M 3.76% 889,600 SH
13 CMS ENERGY CORP CMS 125896100 $17.0M 2.79% 219,500 SH
14 SOUTHWEST GAS HLDGS INC SWX 844895102 $14.4M 2.36% 166,246 SH
15 HENNESSY CAP INVT CORP VII HVII G4405D107 $12.7M 2.07% 1,222,740 SH
16 EVERGY INC EVRG 30034W106 $12.2M 2.00% 149,300 SH
17 FIDELITY NATL INFORMATION SV FIS 31620M106 $11.2M 1.83% 237,925 SH
18 BERTO ACQUISITION CORP TACO G1051H101 $9.2M 1.51% 897,745 SH
19 METALS ACQUISITION CORP II MTAL.U G60420125 $9.1M 1.49% 900,000 SH
20 KODIAK GAS SVCS INC KGS 50012A108 $6.8M 1.12% 117,400 SH
21 INFINITE EAGLE ACQUISITION C IEAG G4802J103 $6.1M 1.00% 600,000 SH
22 EGH ACQUISITION CORP. EGHA G2946P100 $5.0M 0.82% 487,810 SH
23 CHURCHILL CAPITAL CORP IX CCIX G21301109 $3.0M 0.49% 280,938 SH
24 SAFEGUARD ACQUISITION CORP SAC G77676107 $1.0M 0.17% 100,000 SH
25 GENERAL PURP ACQUISITION COR GPAC G3810N106 $1.0M 0.16% 100,000 SH
26 CHURCHILL CAP CORP XI CCXI G2131A108 $230.6K 0.04% 22,500 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-04 $611.0M 26 0001214659-26-005488
2025-12-31 2026-02-12 $580.9M 26 0001214659-26-001532