SEC 13F Intelligence

Telemark Asset Management, LLC / SHLS

Telemark Asset Management, LLC’s Shoals Technologies Group In Position

Does Telemark Asset Management, LLC own Shoals Technologies Group In (SHLS)? Not currently — the last reported position was 1.50M shares worth $13M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$13M
Q4 2025
Shares
1.50M
% of Portfolio
+1.27%
Quarters Held
3
position exited

Position History SHLS

Reported value by quarter
Q2 ’25: $2MQ2 ’25Q3 ’25: $7MQ3 ’25Q4 ’25: $13MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20251.50M$13M+1.27%
Q3 20251.00M$7M+0.70%
Q2 2025500.0K$2M+0.19%

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 SHLS.