Duncan R.J. Silver

@Teilinger Capital Ltd.

Latest period2024 - Q3

Reported3mo 3d ago

Managed Assets$278.077M

Total holdings9

Assets growth rate21.18%

Assets growth rate (2-Q avg)-5.54%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Teilinger Capital Ltd.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 9 positions.

Assets under management

The assets under management (AUM) of Teilinger Capital Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 278.077M in assets, with a quarterly growth rate of 21.18% and a 2-quarter average growth rate of -5.54%. The portfolio is managed by Duncan R.J. Silver, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SMCISuper Micro Computer Inc Recent Activity New Position	16.99%	$47.236M 1.134M shares@ $41.64 avg price	New Position
CNPCenterpoint Energy Inc Recent Activity New Position	9.53%	$26.478M 900,000 shares@ $29.42 avg price	New Position
PCGPg&e Corp Recent Activity New Position	4.98%	$13.839M 700,000 shares@ $19.77 avg price	New Position