SEC 13F Intelligence

Difesa Capital Management, LP / ET

Difesa Capital Management, LP’s Energy Transfer L P Position

Does Difesa Capital Management, LP own Energy Transfer L P (ET)? Not currently — the last reported position was 296.4K shares worth $4M in Q2 2023; the fund’s latest 13F (Q4 2023) no longer reports it.

Position Value
$4M
Q2 2023
Shares
296.4K
% of Portfolio
+9.89%
Quarters Held
7
position exited

Position History ET

Reported value by quarter
Q4 ’21: $320,000Q4 ’21Q1 ’22: $2MQ1 ’22Q2 ’22: $3MQ2 ’22Q3 ’22: $3MQ3 ’22Q4 ’22: $3MQ4 ’22Q1 ’23: $4MQ1 ’23Q2 ’23: $4MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023296.4K$4M+9.89%
Q1 2023286.4K$4M+2.34%
Q4 2022286.8K$3M+2.64%
Q3 2022279.6K$3M+1.57%
Q2 2022267.1K$3M+1.50%
Q1 2022211.3K$2M+1.19%
Q4 202138.9K$320,000+0.22%

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