Verbena Value LP — 13F Holdings & Portfolio

CIK 2082932 · latest 13F-HR filed 2026-08-14

Verbena Value LP manages $605.3M in 13F-reported U.S. long-equity assets across 31 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CTRI (10.97%), OR (10.05%), GLNG (9.04%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions, exited 2, added to 8, and trimmed 7.

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.

Filer Information
Address
55 POST RD W
2ND FLR
WESTPORT, CT 06880
Phone
(203) 920-0611
Filing Manager
Verbena Value LP
WESTPORT, CT
Signatory
Daniel Khasin
Chief Compliance Officer
Loading holdings…
AUM

$605.3M

Long-equity book

Holdings

31

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+7 / −2 / ↑8 / ↓7

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • STANDARDAERO INC$22.5M +98.1%
  • CENTURI HOLDINGS INC$14.7M +28.4%
  • OR ROYALTIES INC.$11.6M +23.6%
  • DNOW INC$7.5M +19.1%
  • ENTERGY CORP NEW$5.9M +20.7%
Show all 8

Top Trims

  • JABIL INC-$27.9M -65.2%
  • ALAMOS GOLD INC-$27.3M -66.4%
  • GFL ENVIRONMENTAL INC-$20.7M -40.9%
  • SMURFIT WESTROCK PLC-$19.1M -44.5%
  • GOLAR LNG LTD-$10.8M -16.5%
Show all 7

New Positions

  • AMAZON COM INC$34.1M
  • BLACK HILLS CORP$13.3M
  • AMENTUM HOLDINGS INC$3.8M
  • IRENIC ACQUISITION CORP$3.0M
  • ARES ACQUISITION CORP III$3.0M
Show all 7

Exited Positions

  • CMS ENERGY CORP$17.0M
  • KODIAK GAS SVCS INC$6.8M
Show all 2
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 CENTURI HOLDINGS INC CTRI 155923105 $66.4M 10.97% 2,196,660 SH
2 OR ROYALTIES INC. OR 68390D106 $60.8M 10.05% 1,923,700 SH
3 GOLAR LNG LTD GLNG G9456A100 $54.7M 9.04% 1,097,502 SH
4 DNOW INC DNOW 67011P100 $46.8M 7.73% 3,607,059 SH
5 STANDARDAERO INC SARO 85423L103 $45.5M 7.52% 1,521,900 SH
6 AMERICAN ELEC PWR CO INC AEP 025537101 $45.0M 7.43% 328,923 SH
7 ENTERGY CORP NEW ETR 29364G103 $34.5M 5.69% 300,000 SH
8 AMAZON COM INC AMZN 023135106 $34.1M 5.64% 143,200 SH
9 GFL ENVIRONMENTAL INC GFL 36168Q104 $29.8M 4.93% 811,300 SH
10 PPL CORP PPL 69351T106 $27.1M 4.49% 746,800 SH
11 SMURFIT WESTROCK PLC SW G8267P108 $23.8M 3.94% 515,100 SH
12 JABIL INC JBL 466313103 $14.9M 2.46% 38,627 SH
13 ALAMOS GOLD INC AGI 011532108 $13.8M 2.27% 453,700 SH
14 BLACK HILLS CORP BKH 092113109 $13.3M 2.20% 178,800 SH
15 HENNESSY CAP INVT CORP VII HVII G4405D107 $12.8M 2.11% 1,222,740 SH
16 EVERGY INC EVRG 30034W106 $12.2M 2.01% 141,100 SH
17 SOUTHWEST GAS HLDGS INC SWX 844895102 $10.7M 1.76% 120,146 SH
18 METALS ACQUISITION CORP II MTAL.U G60420125 $9.9M 1.63% 900,000 SH
19 BERTO ACQUISITION CORP TACO G1051H101 $9.4M 1.56% 897,745 SH
20 FIDELITY NATL INFORMATION SV FIS 31620M106 $9.3M 1.53% 237,925 SH
21 INFINITE EAGLE ACQUISITION C IEAG G4802J103 $6.2M 1.02% 600,000 SH
22 EGH ACQUISITION CORP. EGHA G2946P100 $5.0M 0.83% 487,810 SH
23 AMENTUM HOLDINGS INC AMTM 023939101 $3.8M 0.64% 186,200 SH
24 CHURCHILL CAPITAL CORP IX CCIXU G21301109 $3.1M 0.51% 280,938 SH
25 IRENIC ACQUISITION CORP IACQ G4939F107 $3.0M 0.50% 300,000 SH
26 ARES ACQUISITION CORP III AAC.U G3303U112 $3.0M 0.50% 300,000 SH
27 AGRICULTURE & NAT SOL ACQ CO ANSC G0131Y100 $2.9M 0.47% 250,000 SH
28 GENERAL CATALYST GBL RESIL M GCGR G3793T104 $1.0M 0.17% 100,000 SH
29 SAFEGUARD ACQUISITION CORP SAC G77676107 $1.0M 0.17% 100,000 SH
30 GENERAL PURP ACQUISITION COR GPAC G3810N106 $1.0M 0.17% 100,000 SH
31 CHURCHILL CAP CORP XI CCXI G2131A108 $406.8K 0.07% 22,500 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $605.3M 31 0001214659-26-010320
2026-03-31 2026-05-04 $611.0M 26 0001214659-26-005488
2025-12-31 2026-02-12 $580.9M 26 0001214659-26-001532