V
Vennlight Capital Management, LP
Hedge Fund • Long/Short
Vennlight Capital Management, LP is a Long/Short Hedge Fund led by Igor (Nmn) Gitelman, reporting $274.1M in AUM as of Q3 2025 with 49% Utilities concentration and 63% concentrated in top 10 holdings.
FounderIgor (Nmn) Gitelman
- Portfolio Value
- $76.9M
- Positions
- 25
- Top Holding
- HOND at 10.68%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Vennlight Capital Management, LP's portfolio (62.7% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $8.2M | 10.68% | -$8.7M Sold | 1.74% 500.0K shares | |
Renewable Utilities Utilities | $6.9M | 9.01% | +$6.9M New | 0.14% 192.4K shares | |
Regulated Electric Utilities | $6.1M | 7.91% | +$6.1M Bought | 0.02% 403.1K shares | |
Unknown Unknown | $5.5M | 7.12% | -$10.9M Sold | 0.03% 12.9K shares | |
Diversified Utilities Utilities | $5.1M | 6.59% | -$519.5K Sold | 0.05% 384.8K shares | |
Independent Power Producers Utilities | $4.0M | 5.14% | -$4.5M Sold | 0.01% 20.2K shares | |
Uranium Energy | $3.7M | 4.80% | +$3.7M New | 0.10% 240.5K shares | |
Engineering & Construction Industrials | $3.1M | 4.03% | +$3.1M New | 0.02% 14.6K shares | |
Financial - Capital Markets Financial Services | $2.9M | 3.73% | +$2.9M Bought | 0.05% 125.0K shares | |
Unknown Unknown | $2.9M | 3.72% | -$10.3M Sold | 0.05% 84.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Vennlight Capital Management, LP's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Vennlight Capital Management, LP
GthenA