FTCM
ZEO

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 – 165
2023
Q3 		$540K Sell
48,370
-176,630
-79% -$1.95M 0.06% 206
2023
Q2 		$2.46M Buy
+225,000
New +$2.41M 0.23% 157
2023
Q1 		– Sell
-155,600
Closed -$1.61M – 304
2022
Q4 		$1.61M Sell
155,600
-143,800
-48% -$1.47M 0.08% 260
2022
Q3 		$3.04M Hold
299,400
– – 0.1% 276
2022
Q2 		$3.01M Sell
299,400
-600
-0.2% -$6.02K 0.09% 292
2022
Q1 		$3M Hold
300,000
– – 0.08% 299
2021
Q4 		$2.98M Buy
+300,000
New +$2.98M 0.08% 312

Other funds holding ZEO

MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $1.14B AUM 6.91% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.21B AUM 13.69% 1-Year Est. Return
SCM
Shaolin Capital Management Miami, Florida $2.1B AUM 64.05% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
RCM
Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.32B AUM 1.82% 1-Year Est. Return

Fir Tree Capital Management's ZEO Position: Q4 2023 in Review

Fir Tree Capital Management sold out of Zeo Energy (ZEO) in Q4 2023, closing a stake of 48,370 shares — an estimated $540K sold.

Fir Tree Capital Management first reported a position in ZEO in Q4 2021 and held it in 7 quarters. The position peaked at $3.04M in Q3 2022. 16 funds tracked by Wall St. Rank hold ZEO as of Q4 2023.

  • Fir Tree Capital Management reported no remaining Zeo Energy position as of Q4 2023 after selling out during the quarter.
  • Fir Tree Capital Management sold 48,370 Zeo Energy shares in Q4 2023, an estimated $540K.
  • Fir Tree Capital Management first reported a position in Zeo Energy in Q4 2021 and held it in 7 quarters.
  • Fir Tree Capital Management's Zeo Energy position peaked at $3.04M in Q3 2022.
  • 16 funds tracked by Wall St. Rank held Zeo Energy as of Q4 2023.

Based on Fir Tree Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.