Teilinger Capital Ltd.’s portfolio moves are tracked here quarter by quarter, based on the fund’s SEC Form 13F filings. These filings offer a snapshot of the fund’s U.S. equity holdings at the end of each reporting period, giving a rolling picture of where institutional capital is shifting over time. This page will be updated as … Read more
This page tracks Permian Investment Partners, LP’s institutional portfolio moves as disclosed in its Form 13F filings with the SEC, updated every quarter as new filings become public. Because a 13F is a quarterly snapshot of long U.S. equity holdings rather than a trade-by-trade ledger, the figures below reflect reported position sizes at quarter-end rather … Read more