Teilinger Capital Ltd.
- SEC CIK
- 0001531879
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 28
- +10 vs. Q3 2021
- Portfolio value
- $295.0M
- +$95.4M (+47.8%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LNGCheniere Energy, Inc. | COM NEW | 345,000 | $35.0M | 11.9% | +20,000+6.2% | Added | History |
| NINisource Inc. | COM | 993,600 | $27.4M | 9.3% | +440,500+79.6% | Added | History |
| CNPCenterpoint Energy Inc | COM | 800,000 | $22.3M | 7.6% | −340,000−29.8% | Reduced | History |
| FDXFedEx Corp | Stock | 82,147 | $21.2M | 7.2% | +82,147 | New | History |
| EXCExelon Corp | Stock | 346,600 | $20.0M | 6.8% | −75,500−17.9% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 406,400 | $17.0M | 5.8% | +406,400 | New | History |
| AESAES Corp | Stock | 631,500 | $15.3M | 5.2% | +106,500+20.3% | Added | History |
| CNICanadian National Railway Co | Stock | 123,549 | $15.2M | 5.1% | +123,549 | New | History |
| NFENew Fortress Energy Inc. | COM CL A | 600,000 | $14.5M | 4.9% | +600,000 | New | History |
| GPNGlobal Payments Inc | Stock | 104,900 | $14.2M | 4.8% | +104,900 | New | History |
| DDominion Energy, Inc | Stock | 168,000 | $13.2M | 4.5% | +37,600+28.8% | Added | History |
| FEFirstenergy Corp | COM | 306,900 | $12.8M | 4.3% | +306,900 | New | History |
| BOACBluescape Opportunities Acquisition Corp. | SHS | 1,000,000 | $9.79M | 3.3% | 00.0% | Unchanged | History |
| Rice Acquisition Corp IIG75529100 | SHS CL A | 820,400 | $8.62M | 2.9% | +820,400 | New | – |
| OGEOGE Energy Corp. | COM | 216,000 | $8.29M | 2.8% | +5,200+2.5% | Added | History |
| JBHTHunt J B Transport Services Inc | COM | 30,989 | $6.33M | 2.1% | +30,989 | New | History |
| VSTVistra Corp. | Stock | 250,900 | $5.71M | 1.9% | +97,000+63.0% | Added | History |
| QSRRestaurant Brands International Inc. | COM | 76,100 | $4.62M | 1.6% | +76,100 | New | History |
| HTOOFusion Fuel Green PLC | CL A | 545,000 | $4.51M | 1.5% | 00.0% | Unchanged | History |
| BIDUBaidu, Inc. | ADR | 30,000 | $4.46M | 1.5% | −65,000−68.4% | Reduced | History |
| CSXCSX Corp | Stock | 100,172 | $3.77M | 1.3% | +100,172 | New | History |
| AMZNAmazon Com Inc | Stock | 912 | $3.04M | 1.0% | −588−39.2% | Reduced | History |
| CPAYCorpay, Inc. | COM | 13,300 | $2.98M | 1.0% | +13,300 | New | History |
| NRGNRG Energy, Inc. | Stock | 32,800 | $1.41M | 0.5% | −49,200−60.0% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 5,000 | $1.12M | 0.4% | +5,000 | New | History |
| HUBGHub Group, Inc. | CL A | 12,598 | $1.06M | 0.4% | +12,598 | New | History |
| BABAAlibaba Group Holding Ltd | ADR | 5,000 | $594.0K | 0.2% | −10,000−66.7% | Reduced | History |
| FISFidelity National Information Services, Inc. | Stock | 4,800 | $524.0K | 0.2% | +4,800 | New | History |
Options (6)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q3 2021 (4)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| SRESempra | Stock | 121,100 | $15.3M | 7.7% | History |
| Rice Acquisition Corp IIG75529118 | UNIT 99/99/9999 | 820,400 | $8.45M | 4.2% | – |
| PPLPPL Corp | COM | 285,500 | $7.96M | 4.0% | History |
| TWTRTwitter, Inc. | COM | 40,000 | $2.42M | 1.2% | History |