Telemark Asset Management’s Archaea Energy Inc. LFG Stock Holding History

Telemark Asset Management’s Portfolio LFG Stock Details LFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-400,000	Closed	-$7.31M	–	67
2021 Q4	$7.31M	Buy	400,000 +132,000	+49%	+$2.49M	0.52%	49
2021 Q3	$5.08M	Buy	+268,000	New	+$5.27M	0.37%	54

Other funds holding LFG

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return

MIM

Merewether Investment Management Dallas, Texas $5.16B AUM 86.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Telemark Asset Management's LFG Position: Q1 2022 in Review

Telemark Asset Management sold out of Archaea Energy Inc. (LFG) in Q1 2022, closing a stake of 400,000 shares — an estimated $7.31M sold.

Telemark Asset Management first reported a position in LFG in Q3 2021 and held it in 2 quarters. The position peaked at $7.31M in Q4 2021. 136 funds tracked by Wall St. Rank hold LFG as of Q1 2022.

Telemark Asset Management reported no remaining Archaea Energy Inc. position as of Q1 2022 after selling out during the quarter.
Telemark Asset Management sold 400,000 Archaea Energy Inc. shares in Q1 2022, an estimated $7.31M.
Telemark Asset Management first reported a position in Archaea Energy Inc. in Q3 2021 and held it in 2 quarters.
Telemark Asset Management's Archaea Energy Inc. position peaked at $7.31M in Q4 2021.
136 funds tracked by Wall St. Rank held Archaea Energy Inc. as of Q1 2022.

Based on Telemark Asset Management's 13F filing for Q1 2022, filed 11 May 2022.