SEC 13F Intelligence

Managers / Q4 2020 · view latest →

LNZ Capital LP

CIK 0001666868 · 411 LAFAYETTE STREET, 6TH FLOOR, NEW YORK, NY, 10003 · (212) 235-2675

Reported Value
$145M
Q4 2020
Positions
11
Filings on Record
12
2019–present window
Filed
Feb 16, 2021
original filing

Summary

Lnz Capital LP reported $145M in U.S.-listed holdings across 11 positions for Q4 2020.

The portfolio is heavily concentrated: CNP alone accounts for 25.1% of reported value.

Compared with Q3 2020, the fund opened 8 new positions and exited 13.

Portfolio Metrics

Turnover
+61.0%
vs prior filed quarter
Top-10 Concentration
+99.4%
share of reported value
Largest Position
+25.1%
Centerpoint Energy
New / Exited
8 / 13
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’19: $171MQ1 ’19Q2 ’19: $164MQ3 ’19: $119MQ3 ’19Q4 ’19: $217MQ1 ’20: $82MQ1 ’20Q2 ’20: $137MQ3 ’20: $78MQ3 ’20Q4 ’20: $145MQ1 ’21: $123MQ1 ’21Q2 ’21: $138MQ3 ’21: $69MQ3 ’21Q4 ’21: $136Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 91.2%Other: 8.8%
  • Common Stock · 91.2% · $132M
  • Other · 8.8% · $13M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
DTEDTE ENERGY CONEW+171.0K171.0K+$21M$21M
EVRGEVERGY INCNEW+346.2K346.2K+$19M$19M
FLEX LTDNEW+598.6K598.6K+$11M$11M
XELXCEL ENERGY INCNEW+140.0K140.0K+$9M$9M
NINISOURCE INCNEW+390.0K390.0K+$9M$9M
PNWPINNACLE WEST CAP CORPNEW+40.0K40.0K+$3M$3M
STAR PEAK ENERGY TRANSITIONNEW+95.0K95.0K+$2M$2M
EOSEEOS ENERGY ENTERPRISES INCNEW+40.1K40.1K+$835,000$835,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2020

11 positions
#IssuerClass% PortfolioValueShares
1CNPCENTERPOINT ENERGY INChistory →COM25.13%$36M1.69M
2NEENEXTERA ENERGY INChistory →COM16.22%$24M305.0K
3DTEDTE ENERGY COhistory →COM14.31%$21M171.0K
4EVRGEVERGY INChistory →COM13.24%$19M346.2K
5FLEX LTDORD7.42%$11M598.6K
6SRESEMPRA ENERGYhistory →COM6.96%$10M79.3K
7XELXCEL ENERGY INChistory →COM6.43%$9M140.0K
8NINISOURCE INChistory →COM6.17%$9M390.0K
9PNWPINNACLE WEST CAP CORPhistory →COM2.20%$3M40.0K
10STAR PEAK ENERGY TRANSITIONCL A1.34%$2M95.0K
11EOSEEOS ENERGY ENTERPRISES INCCOM CL A0.58%$835,00040.1K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2021$136M21Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$69M12Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$138M15Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$123M19May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$145M11Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$78M16Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$137M15Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$82M9May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$217M16Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$119M13Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$164M11Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$171M12May 15, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.