Instuitional Investor - Value Aligned Research Advisors, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vistra Corp.	VST	1,482,091	$174,056,767	12.68%
2.	Ge Vernova Inc.	GEV	494,624	$150,998,815	11%
3.	Micron Technology Inc	MU	1,505,060	$130,774,663	9.53%
4.	Constellation Energy Corp	CEG	634,487	$127,931,614	9.32%
5.	Vertiv Holdings Co	VRT	1,722,237	$124,345,511	9.06%