| Filer Name: |
SITUATIONAL AWARENESS LP |
| CIK: |
2045724 |
| Period: |
2024-12-31 |
| Filed At: |
2025-02-11 |
| Number of Holdings: |
6 |
| Portfolio Value: |
$0.25B |
Situational Awareness Lp Top Holdings
| Ticker |
Exchange |
Security |
Shares |
Value |
% of Portfolio |
Position Change |
Put/Call |
|
MRVL
|
US |
MARVELL TECHNOLOGY INC |
785,896 |
$87M |
34.06% |
-
|
- |
|
VST
|
US |
VISTRA CORP |
428,397 |
$59M |
23.18% |
-
|
- |
|
VRT
|
US |
VERTIV HOLDINGS CO-A |
455,146 |
$52M |
20.29% |
-
|
- |
|
TLN
|
US |
TALEN ENERGY CORP |
138,878 |
$28M |
10.98% |
-
|
- |
|
CEG
|
US |
CONSTELLATION ENERGY |
96,400 |
$22M |
8.46% |
-
|
- |
|
MOD
|
US |
MODINE MANUFACTURING CO |
66,367 |
$8M |
3.02% |
-
|
- |