SEC 13F Intelligence

Telemark Asset Management, LLC / BV

Telemark Asset Management, LLC’s Brightview Hldgs Inc Position

Does Telemark Asset Management, LLC own Brightview Hldgs Inc (BV)? Yes — 850.0K shares worth $10M (+0.93% of its 13F portfolio) as of Q1 2026, up from 650.0K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
850.0K
% of Portfolio
+0.93%
Quarters Held
9
currently held

Position History BV

Reported value by quarter
Q1 ’24: $238,000Q1 ’24Q2 ’24: $9MQ3 ’24: $13MQ3 ’24Q4 ’24: $14MQ1 ’25: $12MQ1 ’25Q2 ’25: $19MQ3 ’25: $15MQ3 ’25Q4 ’25: $8MQ1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026850.0K$10M+0.93%
Q4 2025650.0K$8M+0.82%
Q3 20251.15M$15M+1.46%
Q2 20251.15M$19M+1.74%
Q1 2025900.0K$12M+1.51%
Q4 2024850.0K$14M+1.36%
Q3 2024800.0K$13M+1.27%
Q2 2024700.0K$9M+0.81%
Q1 202420.0K$238,000+0.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Telemark Asset Management, LLC’s full portfolio or all institutional holders of BV.