Fir Tree Capital Management’s Zeo Energy ZEO Stock Holding History

Fir Tree Capital Management’s Portfolio ZEO Stock Details ZEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-48,370	Closed	-$540K	–	169
2023 Q3	$540K	Sell	48,370 -176,630	-79%	-$1.95M	0.06%	206
2023 Q2	$2.46M	Buy	+225,000	New	+$2.41M	0.24%	157
2023 Q1	–	Sell	-155,600	Closed	-$1.61M	–	305
2022 Q4	$1.61M	Sell	155,600 -143,800	-48%	-$1.47M	0.08%	260
2022 Q3	$3.04M	Hold	299,400	–	–	0.11%	276
2022 Q2	$3.01M	Sell	299,400 -600	-0.2%	-$6.02K	0.1%	292
2022 Q1	$3M	Hold	300,000	–	–	0.09%	299
2021 Q4	$2.98M	Buy	+300,000	New	+$2.98M	0.08%	312

Other funds holding ZEO

Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return

KIM LLC Wichita, Kansas $678M AUM 0.91% 1-Year Est. Return

Periscope Capital Toronto, Ontario, Canada $574M AUM 6.51% 1-Year Est. Return

Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return

Shaolin Capital Management Miami, Florida $2.39B AUM 64.83% 1-Year Est. Return

W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return

Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.33B AUM 1.18% 1-Year Est. Return