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Enviva, LLC

EVADelisted Oct 11, 2024
Industry
Lumber & Wood Products (No Furniture)
SEC CIK
0001592057

Enviva, LLC was delisted on Oct 11, 2024; its insiders filed their last Form 4 on Dec 10, 2024; 69 institutions reported holding it in 13F filings for Q3 2024, worth $17.0M in total; no superinvestor held it.

13F holders, Q2 2021

Institutional positions in Enviva, LLC as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
127
+4 vs. Q1 2021
Shares held
31.7M
+4.81M (+17.9%) vs. Q1 2021
Total value
$1.66B
+$361.9M (+27.8%) vs. Q1 2021
New holders
14
56 more added
Sold out
10
26 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting EVA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 127 institutions
Q1 2021: 123 institutionsQ2 2021: 127 institutionsQ3 2021: 127 institutionsQ4 2021: 106 institutionsQ1 2022: 162 institutionsQ2 2022: 176 institutionsQ3 2022: 177 institutionsQ4 2022: 185 institutionsQ1 2023: 176 institutionsQ2 2023: 161 institutionsQ3 2023: 145 institutionsQ4 2023: 117 institutionsQ1 2024: 98 institutionsQ2 2024: 87 institutionsQ3 2024: 69 institutionsQ4 2024: 1 institutionQ1 2025: 1 institutionQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 2 institutionsQ2 2026: 1 institution
Value heldQ2 2021: $1.66B
Q1 2021: $1.30BQ2 2021: $1.66BQ3 2021: $1.71BQ4 2021: $3.19BQ1 2022: $4.07BQ2 2022: $3.15BQ3 2022: $3.34BQ4 2022: $3.07BQ1 2023: $1.81BQ2 2023: $705.6MQ3 2023: $477.2MQ4 2023: $57.9MQ1 2024: $19.5MQ2 2024: $18.2MQ3 2024: $17.0MQ4 2024: $70Q1 2025: $70Q2 2025: $70Q3 2025: $70Q4 2025: $70Q1 2026: $8.88KQ2 2026: $70
Institutions holding EVA and their total value by quarter
QuarterHoldersValue
Q2 20261$70
Q1 20262$8.88K
Q4 20251$70
Q3 20251$70
Q2 20251$70
Q1 20251$70
Q4 20241$70
Q3 202469$17.0M
Q2 202487$18.2M
Q1 202498$19.5M
Q4 2023117$57.9M
Q3 2023145$477.2M
Q2 2023161$705.6M
Q1 2023176$1.81B
Q4 2022185$3.07B
Q3 2022177$3.34B
Q2 2022176$3.15B
Q1 2022162$4.07B
Q4 2021106$3.19B
Q3 2021127$1.71B
Q2 2021127$1.66B
Q1 2021123$1.30B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Enviva, LLC; share changes are against Q1 2021.

Institutions holding EVA in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Community Capital Management, Inc.73,352$3.84M3.89%00.0%Unchanged
Raymond James & Associates91,448$4.79M0.00%+27,917+43.9%Added
Beach Investment Counsel Inc102,643$5.38M0.48%−6,881−6.3%Reduced
Nicola Wealth Management Ltd.110,000$5.76M0.59%+16,000+17.0%Added
Federated Hermes, Inc.111,540$5.84M0.01%−4,660−4.0%Reduced
Vancity Investment Management Ltd120,236$6.30M0.88%+115,506+2,442.0%Added
Raymond James Financial Services Advisors, Inc.138,353$7.25M0.01%+11,353+8.9%Added
Northern Right Capital Management, L.P.147,721$7.74M2.35%+111,932+312.8%Added
13D Management LLC161,403$8.46M2.91%−1,800−1.1%Reduced
Alps Advisors Inc185,298$9.71M0.09%−66,980−26.6%Reduced
Salient Capital Advisors, LLC204,013$10.7M0.45%+57,293+39.0%Added
Ardsley Advisory Partners LP215,000$11.3M1.88%+215,000New
Brookfield Asset Management Inc.258,945$13.6M0.06%+31,365+13.8%Added
Ameriprise Financial Inc263,173$13.8M0.00%+67,511+34.5%Added
Mirae Asset Global Investments Co., Ltd.269,891$14.1M0.04%+12,478+4.8%Added
EVR Research LP298,500$15.6M9.08%+500+0.2%Added
North Star Investment Management Corp.301,342$15.8M1.25%+148,363+97.0%Added
Morgan Stanley333,950$17.5M0.00%+107,015+47.2%Added
ArrowMark Colorado Holdings LLC336,290$17.6M0.13%+34,096+11.3%Added
Tortoise Capital Advisors, L.L.C.372,018$19.5M0.30%+111,600+42.9%Added
Clearbridge Investments, LLC428,378$22.5M0.02%+186,378+77.0%Added
Goldman Sachs Group Inc758,700$39.8M0.01%+250,713+49.4%Added
American Century Companies Inc1,248,677$65.4M0.04%+211,225+20.4%Added
Kayne Anderson Capital Advisors LP1,607,102$84.2M2.47%+498,472+45.0%Added
FMR LLC2,623,067$137.5M0.01%+1,699,723+184.1%Added
Inclusive Capital Partners, L.P.5,713,987$299.5M27.74%+879,120+18.2%Added
Riverstone Holdings LLC13,586,375$712.1M42.64%00.0%Unchanged
Manufacturers Life Insurance Company, The0$00.00%−111,182−100.0%Sold out
California Public Employees Retirement System0$00.00%−40,300−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−14,849−100.0%Sold out
Eaton Vance Management0$00.00%−486−100.0%Sold out
Sowell Financial Services LLC0$00.00%−348−100.0%Sold out
Valeo Financial Advisors, LLC0$00.00%−134−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−100−100.0%Sold out
Ameritas Investment Company, LLC0$00.00%−100−100.0%Sold out
Grandview Asset Management LLC0$00.00%−50−100.0%Sold out
Cutler Group LP0$00.00%−17−100.0%Sold out