Kent Lake Capital’s Enviva Inc. EVA Stock Holding History

Kent Lake Capital’s Portfolio EVA Stock Details EVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-300,000	Closed	-$3.25M	–	61
2023 Q2	$3.25M	Buy	+300,000	New	+$4.37M	1.5%	24

Other funds holding EVA

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

ICP

Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

KCP

Keyframe Capital Partners New York $229K AUM 22.82% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ACM

Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kent Lake Capital's EVA Position: Q3 2023 in Review

Kent Lake Capital sold out of Enviva Inc. (EVA) in Q3 2023, closing a stake of 300,000 shares — an estimated $3.25M sold.

Kent Lake Capital first reported a position in EVA in Q2 2023 and held it in 1 quarter. The position peaked at $3.25M in Q2 2023. 145 funds tracked by Wall St. Rank hold EVA as of Q3 2023.

Kent Lake Capital reported no remaining Enviva Inc. position as of Q3 2023 after selling out during the quarter.
Kent Lake Capital sold 300,000 Enviva Inc. shares in Q3 2023, an estimated $3.25M.
Kent Lake Capital first reported a position in Enviva Inc. in Q2 2023 and held it in 1 quarter.
Kent Lake Capital's Enviva Inc. position peaked at $3.25M in Q2 2023.
145 funds tracked by Wall St. Rank held Enviva Inc. as of Q3 2023.

Based on Kent Lake Capital's 13F filing for Q3 2023, filed 14 Nov 2023.