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Hartree Partners Portfolio holdings

AUM $469M
1-Year Est. Return 46.64%
This Fund
S&P 500
This Quarter Est. Return
+93.96%
1 Year Est. Return
+46.64%
3 Year Est. Return
+137.51%
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$274M
Cap. Flow
+$178M
Cap. Flow %
40.44%
Top 10 Hldgs %
57.11%
Holding
70
New
48
Increased
2
Reduced
7
Closed
9
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VIHAU
26
DELISTED
VPC Impact Acquisition Holdings Unit
VIHAU
$5.35M 1.21%
500,000
RUN icon
27
Sunrun
RUN
$2.06B
$5.34M 1.21%
+77,000
New +$4.78M
PIPP.U
28
DELISTED
Pine Island Acquisition Corp. Units, each consisting of one share of Class A common stock and one-third of one redeemable warrant
PIPP.U
$5.16M 1.17%
+500,000
New +$5.17M
XEC
29
DELISTED
CIMAREX ENERGY CO
XEC
$4.54M 1.03%
121,011
CBAH.U
30
DELISTED
CBRE Acquisition Holdings, Inc. SAIL securities, each consisting of one share of Class A common stoc
CBAH.U
$4.18M 0.95%
+400,000
New +$4.18M
ARRY icon
31
Array Technologies
ARRY
$712M
$3.79M 0.86%
+87,857
New +$3.54M
ENPC
32
DELISTED
Executive Network Partnering Corporation
ENPC
$3.75M 0.85%
+374,850
New +$3.7M
OUST icon
33
Ouster
OUST
$2.55B
$3.56M 0.81%
+26,390
New +$2.76M
NGA.WS
34
DELISTED
Northern Genesis Acquisition Corp. Redeemable Warrants, each warrant exercisable for shares of commo
NGA.WS
$3.47M 0.79%
+616,000
New +$1.61M
CLA.U
35
DELISTED
Colonnade Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one
CLA.U
$3.4M 0.77%
224,672
-775,328
-78% -$8.34M
LNFA.U
36
DELISTED
L&F Acquisition Corp. Units, each consisting of one Class A ordinary share, and one-half of one rede
LNFA.U
$3.11M 0.71%
+300,000
New +$3.06M
ALUS
37
DELISTED
Alussa Energy Acquisition Corp
ALUS
$2.52M 0.57%
250,000
+225,000
+900% +$2.24M
NOVA
38
DELISTED
Sunnova Energy
NOVA
$2.12M 0.48%
+47,000
New +$1.63M
DAR icon
39
Darling Ingredients
DAR
$10.3B
$2.02M 0.46%
35,000
-67,000
-66% -$3.2M
QELLW
40
DELISTED
Qell Acquisition Corp. Warrant
QELLW
$1.82M 0.41%
+583,333
New +$1.73M
ARKO icon
41
ARKO Corp
ARKO
$507M
$1.8M 0.41%
+200,000
New +$1.97M
OPAD icon
42
Offerpad Solutions Inc. Class A Common Stock
OPAD
$18.4M
$1.65M 0.37%
+1,000
New +$1.61M
CANO
43
DELISTED
Cano Health, Inc.
CANO
$1.27M 0.29%
+950
New +$1.09M
FMAC.WS
44
DELISTED
FirstMark Horizon Acquisition Corp. Redeemable warrants, each whole warrant exercisable for one shar
FMAC.WS
$1.22M 0.28%
+500,000
New +$967K
VST icon
45
Vistra
VST
$49.8B
$1.03M 0.23%
+52,500
New +$978K
CLA.WS
46
DELISTED
Colonnade Acquisition Corp. Warrants, each whole warrant exercisable for one Class A ordinary share
CLA.WS
$895K 0.2%
+250,000
New +$271K
EVGOW
47
DELISTED
EVgo Inc Warrants
EVGOW
$875K 0.2%
+500,000
New +$802K
CLF icon
48
Cleveland-Cliffs
CLF
$6.88B
$724K 0.16%
+49,758
New +$504K
STPK.WS
49
DELISTED
Star Peak Energy Transition Corp. Warrants, each whole warrant exercisable for one share of Class A
STPK.WS
$592K 0.13%
+100,000
New +$226K
PSTH.WS
50
DELISTED
Pershing Square Tontine Holdings, Ltd. Warrants, exercisable for one share of Class A Common Stock f
PSTH.WS
$533K 0.12%
55,555

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Hartree Partners's Q4 2020 Portfolio in Review

As of Q4 2020, Hartree Partners held 70 positions worth $440M, up 164% from $167M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Hartree Partners deployed $178M of net new capital in Q4 2020, opening 48 new positions and adding to 2 existing holdings. Its largest new stake was QuantumScape Corp: 900,000 shares worth $76M.

By sector, the portfolio is most concentrated in Miscellaneous at 33% of assets, down from 48% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was Northern Genesis Acquisition Corp. Units, each consisting of one share of common stock and one-half, an estimated $32.8M trimmed.

  • Hartree Partners's largest Q4 2020 buy was QuantumScape Corp: 900,000 shares worth $76M.
  • Hartree Partners added most to Alussa Energy Acquisition Corp in Q4 2020, an estimated $2.24M increase.
  • Hartree Partners's biggest Q4 2020 reduction was Northern Genesis Acquisition Corp. Units, each consisting of one share of common stock and one-half, cutting an estimated $32.8M.
  • Hartree Partners fully exited Qell Acquisition Corp. Unit in Q4 2020, selling an estimated $17.5M.
  • Hartree Partners's ten largest holdings make up 57% of its $440M portfolio in Q4 2020.
  • Hartree Partners opened 48 new positions and closed 9 in Q4 2020.
  • Hartree Partners's portfolio value rose 164% quarter-over-quarter to $440M.

Based on Hartree Partners's 13F filing for Q4 2020, filed 16 Feb 2021.