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Home > Institutional Investor > Verbena Value Lp > Profile

Instuitional Investor - Verbena Value Lp

Fund Profile
Filing Period:
Fund Name: Verbena Value Lp
Portfolio Value $605,261,190
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Centuri Holdings Inc.
 CTRI 2,196,660 $66,426,998 10.97%
2.
Osisko Gold Royalties Ltd
 OR 1,923,700 $60,846,631 10.05%
3.
Golar Lng Ltd
 GLNG 1,097,502 $54,699,500 9.04%
4.
Dnow Inc.
 DNOW 3,607,059 $46,783,555 7.73%
5.
Standardaero Inc.
 SARO 1,521,900 $45,520,029 7.52%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.