Telemark Asset Management, LLC
Holdings in HEI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $45,302,600 | 140,000 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $45,194,800 | 140,000 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $45,920,000 | 140,000 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $37,406,600 | 140,000 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $33,283,600 | 140,000 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $36,607,200 | 140,000 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $31,305,400 | 140,000 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $26,740,000 | 140,000 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $25,041,800 | 140,000 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $22,670,200 | 140,000 | Shares | Sole | 2023-11-09 |
| 2023-06-30 | $24,771,600 | 140,000 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $23,945,600 | 140,000 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $23,046,000 | 150,000 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $21,597,000 | 150,000 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $19,668,000 | 150,000 | Shares | Sole | 2022-08-11 |
| 2022-03-31 | $34,546,500 | 225,000 | Shares | Sole | 2022-05-11 |
| 2021-12-31 | $32,449,500 | 225,000 | Shares | Sole | 2022-02-10 |
| 2021-09-30 | $29,670,750 | 225,000 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $31,369,500 | 225,000 | Shares | Sole | 2021-08-10 |
| 2021-03-31 | $28,305,000 | 225,000 | Shares | Sole | 2021-05-12 |
| 2020-12-31 | $29,790,000 | 225,000 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $23,548,500 | 225,000 | Shares | Sole | 2020-11-12 |
| 2020-06-30 | $17,438,750 | 175,000 | Shares | Sole | 2020-08-12 |
| 2020-03-31 | $22,383,000 | 300,000 | Shares | Sole | 2020-05-12 |