FRVO

FRVO

FRVO

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2026 Q2 Jul 1, 2026 North Sky Capital - - EROC, FAC, FISN, FRVO, LIME, SPCX, XE, ZFIV Data centers, Energy Transition, EV Batteries, Infrastructure Spending, private credit, semiconductors, Solar, Space LIME
ZFIV
FAC

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 2, 2026 Substack Stock Pursuit Fervo Energy Energy Renewable Energy Bull AI infrastructure, federal support, Fervo Energy, Geothermal Power, Google PPA, permitting advantages, regulatory environment, renewable energy, rural development, water-neutral technology
Jul 12, 2026 Substack Stock Pursuit Fervo Energy Alternative Energy Enhanced Geothermal Systems Bull AI-driven Forecasting, alternative energy, Cost Competitiveness, data centers, Drilling Technology, Enhanced Geothermal Systems, Nvidia partnership, renewable energy, Scalability, Subsurface Behavior
Jun 6, 2026 Substack Stock Pursuit Fervo Energy Energy Geothermal Energy Bull Baseload Power, clean energy, Drilling Technology, EGS deployment, energy innovation, Enhanced Geothermal Systems, Fervo Energy, grid shortfalls, Supply Chain Risk, U.S. electricity demand
May 24, 2026 Substack Stock Pursuit Fervo Energy Energy Geothermal Energy Bull Nasdaq Stock Market clean energy, data centers, energy transition, Enhanced Geothermal Systems, Fiber Optic Sensing, Geothermal Power, horizontal drilling, IPO, Power Purchase Agreements, sustainable energy
May 14, 2026 Substack Stock Pursuit Fervo Energy Energy Geothermal Energy Bull AI-assisted science, clean energy, Cost Reduction, Drilling Technology, Energy demand, Geothermal Energy, Google partnership, hyperscalers, Modular GeoClusters, Strategic Partnerships

BSD Shareholders of FRVO

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.

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