SEC 13F Intelligence

Managers / Q2 2021 · view latest →

LNZ Capital LP

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

Reported Value
$138M
Q2 2021
Positions
15
Filings on Record
12
2019–present window
Filed
Aug 16, 2021
original filing

Summary

Lnz Capital LP reported $138M in U.S.-listed holdings across 15 positions for Q2 2021.

Its largest position, EVRG, represents 13.1% of the portfolio.

Compared with Q1 2021, the fund opened 8 new positions and exited 12.

Portfolio Metrics

Turnover
+55.9%
vs prior filed quarter
Top-10 Concentration
+88.0%
share of reported value
Largest Position
+13.1%
Evergy
New / Exited
8 / 12
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: 95.9%Other: 4.1%
  • Common Stock · 95.9% · $132M
  • Other · 4.1% · $6M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
EVRGEVERGY INCNEW+300.0K300.0K+$18M$18M
AEPAMERICAN ELEC PWR CO INCNEW+150.0K150.0K+$13M$13M
OGEOGE ENERGY CORPNEW+312.4K312.4K+$11M$11M
CNPCENTERPOINT ENERGY INCNEW+370.0K370.0K+$9M$9M
CMSCMS ENERGY CORPNEW+145.0K145.0K+$9M$9M
PORPORTLAND GEN ELEC CONEW+50.3K50.3K+$2M$2M
ADNTADIENT PLCNEW+43.6K43.6K+$2M$2M
DECARBONIZATION PLUS ACQU IINEW+100.0K100.0K+$1M$1M

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

Holdings — Q2 2021

15 positions
#IssuerClass% PortfolioValueShares
1EVRGEVERGY INChistory →COM13.13%$18M300.0K
2ETRENTERGY CORP NEWhistory →COM12.55%$17M173.7K
3AESAES CORPhistory →COM11.71%$16M620.0K
4AEPAMERICAN ELEC PWR CO INChistory →COM9.19%$13M150.0K
5GMGENERAL MTRS COhistory →COM8.14%$11M190.0K
6OGEOGE ENERGY CORPhistory →COM7.62%$11M312.4K
7PEGPUBLIC SVC ENTERPRISE GRP INhistory →COM7.36%$10M170.0K
8CNPCENTERPOINT ENERGY INChistory →COM6.57%$9M370.0K
9CMSCMS ENERGY CORPhistory →COM6.21%$9M145.0K
10MGAMAGNA INTL INChistory →COM5.47%$8M81.6K
11FFORD MTR CO DELhistory →COM4.84%$7M450.0K
12APTIV PLCSHS3.34%$5M29.3K
13PORPORTLAND GEN ELEC COhistory →COM NEW1.68%$2M50.3K
14ADNTADIENT PLChistory →ORD SHS1.43%$2M43.6K
15DECARBONIZATION PLUS ACQU IICLASS A COM0.75%$1M100.0K

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 ↗.