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Portman Square Capital LLP

Position in SO — Southern Co

CIK 1966898 London, X0

Position in SO

as of Mar 31, 2026 · filed Apr 27, 2026
Position Value
$4,283,075
+$129,827 QoQ
Shares Held
44,375
-6.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.75%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2023
6 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Derivatives in SO

reported options exposure · as of Mar 31, 2026
CallValue
$0
CallShares
0
PutValue
$95,236,284
PutShares
986,700

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

Portman Square Capital LLP holds $45,609,309 across 3 Utilities - Regulated Electric names. SO ranks #3 (9.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 SO
Southern Co
This page
44,375 $4,283,075

All Filings in SO

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $4,283,075 44,375
2026-03-31 $95,236,284 986,700
2025-12-31 $83,450,400 957,000
2025-12-31 $4,153,248 47,629
2023-12-31 $75,729,600 1,080,000
2023-09-30 $1,861,800 28,767
2023-09-30 $69,897,600 1,080,000
2023-06-30 $1,847,013 26,292
2023-06-30 $54,795,000 780,000
2023-03-31 $32,702,600 470,000
2023-03-31 $1,516,983 21,802