SEC 13F Intelligence

Managers / Q1 2026

Verbena Value LP

CIK 0002082932 · 55 POST RD W, 2ND FLR, WESTPORT, CT, 06880 · 203-920-0611

Reported Value
$611M
Q1 2026
Positions
26
Filings on Record
2
2019–present window
Filed
May 4, 2026
original filing

Summary

Verbena Value Lp reported $611M in U.S.-listed holdings across 26 positions for Q1 2026.

Its largest position, Golar Lng, represents 10.7% of the portfolio.

Compared with Q4 2025, the fund opened 7 new positions and exited 7.

Reported Value by Quarter

13F Reported Value
Q4 ’25: $581MQ4 ’25Q1 ’26: $611MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 74.5%Other: 25.5%
  • Common Stock · 74.5% · $455M
  • Other · 25.5% · $156M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$611M26May 4, 202613F-HRchanges · EDGAR ↗
Q4 2025$581M26Feb 12, 202613F-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 ↗.