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LNZ Capital LP

Location
New York, NY
Portfolio Value
Small $120,957,390
Diversification
Diversified
Filing Date
Global Rank
#4,325 / 6,777 ▲ 474 · as of Dec 2021
Top Industry
Utilities - Regulated Electric 46.1%
3Y Alpha vs SPY
-6.8%
Period ended 4 years ago
Filed Feb 14, 2022 · 4y
8 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+47.8%
SPY
+76.5%
Annualised alpha
-7.0%
Max drawdown
−27.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

18 positions · as of Dec 31, 2021 · Δ vs Sep 30, 2021
Top Position
16.7%
−11.3 pts
Top 5
59.9%
−23.7 pts
Top 10
83.5%
−14.9 pts
HHI
930
Mar 2020 → Dec 2021 · range 930 – 2,346
Diversified−718

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2021
Sector % Portfolio Value
Utilities 81.7% $98,816,482
Technology 7.4% $8,973,838
Consumer Cyclical 5.5% $6,684,738
Industrials 5.4% $6,482,332

Last Quarter's Activity

Export CSV
Dec 31, 2021 vs Sep 30, 2021

Added To

Positions the filer increased
4 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
3 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
11 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
4 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
18 positions · $120,957,390 total · as of Dec 31, 2021
Ticker Company Shares Value (USD) % of Portfolio History