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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, Q1 2022

Institutional positions in Enviva, LLC as of Mar 31, 2022. 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
162
+56 vs. Q4 2021
Shares held
51.3M
+6.07M (+13.4%) vs. Q4 2021
Total value
$4.07B
+$877.9M (+27.5%) vs. Q4 2021
New holders
80
39 more added
Sold out
24
22 more reduced

Compare with Q4 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 holdersQ1 2022: 162 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 heldQ1 2022: $4.07B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Enviva, LLC; share changes are against Q4 2021.

Institutions holding EVA in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Prescott Group Capital Management, L.L.C.34,986$2.77M0.71%00.0%Unchanged
HITE Hedge Asset Management LLC35,000$2.77M0.27%+35,000New
Monetary Management Group Inc38,800$3.07M0.81%+900+2.4%Added
Baldwin Investment Management, LLC40,275$3.19M0.89%00.0%Unchanged
Naples Global Advisors, LLC40,753$3.23M0.37%+40,753New
Royal Bank of Canada46,187$3.66M0.00%+46,185+2,309,250.0%Added
Cambridge Investment Research Advisors, Inc.47,778$3.78M0.02%+30,619+178.4%Added
Federated Hermes, Inc.50,415$3.99M0.01%+50,415New
Northern Trust Corp50,498$4.00M0.00%+50,498New
Bard Associates Inc51,135$4.05M1.43%+5,600+12.3%Added
Barclays PLC52,743$4.17M0.00%+48,070+1,028.7%Added
Renaissance Technologies LLC52,800$4.18M0.00%+52,800New
Deutsche Bank AG53,553$4.24M0.00%+53,553New
Community Capital Management, Inc.24,500$4.37M5.18%−32,000−56.6%Reduced
Millennium Management LLC63,114$5.00M0.01%+63,114New
Nicola Wealth Management Ltd.69,400$5.49M0.48%−1,264−1.8%Reduced
ExodusPoint Capital Management, LP70,411$5.57M0.08%+70,411New
U.S. Capital Wealth Advisors, LLC75,589$5.98M0.22%+3,789+5.3%Added
Invesco Ltd.78,042$6.18M0.00%+78,042New
Arosa Capital Management LP80,000$6.33M1.95%+80,000New
Candriam Luxembourg S.C.A.81,188$6.43M0.04%+81,188New
HRT Financial LP82,229$6.51M0.05%−729,911−89.9%Reduced
SEI Investments Co83,088$6.58M0.01%+12,714+18.1%Added
Nicholas Investment Partners, LP85,414$6.76M0.48%+42,359+98.4%Added
Brasada Capital Management, LP87,601$6.93M1.31%+87,601New
State Street Corp93,166$7.37M0.00%+93,166New
Capital Advisors Inc97,625$7.73M0.21%+97,625New
Beach Investment Counsel Inc101,976$8.07M0.85%+101,976New
Raymond James & Associates113,683$9.00M0.01%+24,077+26.9%Added
Jennison Associates LLC125,487$9.93M0.01%+27,018+27.4%Added
Vancity Investment Management Ltd127,943$10.1M1.20%+120,762+1,681.7%Added
Raymond James Financial Services Advisors, Inc.130,881$10.4M0.02%+1,847+1.4%Added
Tortoise Capital Advisors, L.L.C.136,755$10.8M0.14%00.0%Unchanged
13D Management LLC139,714$11.1M4.21%−12,344−8.1%Reduced
Northern Right Capital Management, L.P.140,179$11.1M5.09%+41,300+41.8%Added
Charles Schwab Investment Management Inc141,120$11.2M0.00%+141,120New
Gagnon Advisors, LLC159,255$12.6M5.81%+14,478+10.0%Added
Ardsley Advisory Partners LP165,000$13.1M2.69%+165,000New
Susquehanna International Group, LLP185,087$14.7M0.02%+178,170+2,575.8%Added
Capital International Investors186,466$14.8M0.00%+186,466New
Alps Advisors Inc208,261$16.5M0.18%+49,097+30.8%Added
Geode Capital Management, LLC235,127$18.6M0.00%+235,127New
Duff & Phelps Investment Management Co235,893$18.7M0.22%+228,705+3,181.8%Added
Mirae Asset Global Investments Co., Ltd.238,520$18.9M0.04%−36,472−13.3%Reduced
Ameriprise Financial Inc250,207$19.8M0.01%−484−0.2%Reduced
Morgan Stanley258,872$20.5M0.00%−10,905−4.0%Reduced
Macquarie Group Ltd264,018$20.9M0.02%−19,597−6.9%Reduced
Gagnon Securities LLC297,287$23.5M3.84%+39,247+15.2%Added
North Star Investment Management Corp.304,373$24.1M1.88%−3,325−1.1%Reduced
ArrowMark Colorado Holdings LLC319,445$25.3M0.22%+319,445New
Goldman Sachs Group Inc325,146$25.7M0.01%−242,145−42.7%Reduced
BlackRock Inc.375,748$29.7M0.00%+375,748New
Clearbridge Investments, LLC428,378$33.9M0.03%00.0%Unchanged
Blackstone Group Inc.470,271$37.2M0.09%+470,271New
Encompass Capital Advisors LLC487,202$38.6M2.83%+487,202New
GW&K Investment Management, LLC553,553$43.8M0.39%+553,553New
American Century Companies Inc1,192,353$94.4M0.06%+27,539+2.4%Added
Kayne Anderson Capital Advisors LP1,223,156$96.8M2.45%−147,596−10.8%Reduced
Vanguard Group Inc2,458,479$194.6M0.00%+2,458,479New
FMR LLC3,688,882$292.0M0.02%+468,622+14.6%Added
Inclusive Capital Partners, L.P.5,212,296$412.6M42.57%−501,691−8.8%Reduced
Riverstone Holdings LLC27,901,225$2.21B66.52%+103,302+0.4%Added
EVR Research LP0$00.00%−250,025−100.0%Sold out
Bank of Montreal0$00.00%−56,900−100.0%Sold out
Atlantic Trust, LLC0$00.00%−45,569−100.0%Sold out
First Trust Advisors LP0$00.00%−27,501−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−25,955−100.0%Sold out
Wedbush Securities Inc0$00.00%−25,870−100.0%Sold out
Avenir Corp0$00.00%−25,000−100.0%Sold out
Texas Yale Capital Corp.0$00.00%−21,875−100.0%Sold out
Employees Retirement System of Texas0$00.00%−15,300−100.0%Sold out
Marathon Capital Management0$00.00%−10,000−100.0%Sold out
Good Life Advisors, LLC0$00.00%−7,918−100.0%Sold out
LPL Financial LLC0$00.00%−7,500−100.0%Sold out
Alphasimplex Group, LLC0$00.00%−5,556−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−5,150−100.0%Sold out
Advisor Resource Council0$00.00%−4,801−100.0%Sold out
Independent Advisor Alliance0$00.00%−4,685−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−3,963−100.0%Sold out
IHT Wealth Management, LLC0$00.00%−3,442−100.0%Sold out
Buckingham Strategic Partners0$00.00%−3,302−100.0%Sold out
Spirit of America Management Corp0$00.00%−2,700−100.0%Sold out
Adirondack Trust Co0$00.00%−2,000−100.0%Sold out
Thompson Siegel & Walmsley LLC0$00.00%−1,000−100.0%Sold out
Capital Analysts, LLC0$00.00%−744−100.0%Sold out
Retirement Planning Co of New England, Inc.0$00.00%−570−100.0%Sold out