Capstone Energy Plus (CEPL): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Who owns Capstone Energy Plus?
Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the shares: Monarch Alternative Capital (13D/A filed Oct 26, 2026), Orin Hirschman (13G/A filed Feb 2, 2026) and Lytton Laurence W (13G/A filed Aug 13, 2026). As of Jun 30, 2026, the largest holders reported on Form 13F were Shikiar Asset Management (69,700 shares), ACT Capital Management (27,500 shares) and Accent Capital Management (925 shares).
Which institutions hold the most Capstone Energy Plus shares?
Per Form 13F filings as of Jun 30, 2026:
- 1. Shikiar Asset Management: 69,700 shares
- 2. ACT Capital Management: 27,500 shares
- 3. Accent Capital Management: 925 shares
- 4. Arlington Trust: 300 shares
Sources:13D/A by Monarch Alternative Capital (Oct 26, 2026) ↗13G/A by Orin Hirschman (Feb 2, 2026) ↗13G/A by Lytton Laurence W (Aug 13, 2026) ↗All of the company's proxy statements on EDGAR ↗
With more than one share class, a 13D or 13G counts shares convertible from another class as owned, so we do not show its percentage. We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.
Capstone Energy Plus revenue
Capstone Energy Plus reported annual revenue of $106.0 million for fiscal year 2026 (year ended March 31, 2026), according to its Form 10-K filed with the SEC (XBRL data).
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of CEPL (all 13F filers)
- Shikiar Asset Management70 KType not verified+39 K
- ACT Capital Management28 KType not verified+28 K
- Accent Capital Management925Type not verified+925
- Arlington Trust300Wealth adviser+300
- Shikiar Asset Management
- Shares
- 70 K
- Change
- +39 K
See more
- Type
- Type not verified
- Value
- $641K
- ACT Capital Management
- Shares
- 28 K
- Change
- +28 K
See more
- Type
- Type not verified
- Value
- $253K
- Accent Capital Management
- Shares
- 925
- Change
- +925
See more
- Type
- Type not verified
- Value
- $8.5K
- Shares
- 300
- Change
- +300
See more
- Type
- Wealth adviser
- Value
- $2.8K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Fundamentals
12-month figures to Jun 30, 2026 · balance sheet as of Jun 30, 2026.
- Operating margin
- 4.4%
- Net margin
- 3.5%
- ROE
- —
- Revenue (TTM)
- $103M
- Revenue growth
- 5.4%
- Net income (TTM)
- $3.6M
- Net debt / EBITDA
- −0.5x
- Free cash flow (TTM)
- $2.9M
- Quality vs sector
- —
This company's sector comes from its SIC code, unreviewed, or has too few comparable companies: we do not compare it with its sector.
Figures from the statements the company filed with the SEC (10-K, 10-Q). Free cash flow = operating cash flow − capital expenditures; empty if the company does not report capex. “Quality vs sector”: 0 to 100, the average of its percentiles in ROE, operating margin, free-cash-flow margin, revenue and earnings growth and net debt / EBITDA (at least 3 needed) against companies in its sector above $300M. How each figure is calculated
Shares outstanding: buybacks and dilution
2026: 20.8 M
- 1 year
- +9.3%
- 3 years
- +21.1%
- 5 years
- +84.7%
- Buybacks (FY 2026)
- no data
- Share issuance
- no data
- Stock-based compensation
- $777K0.7% of revenue
- Dividends paid
- no data
From the statements the company filed with the SEC (10-K). The change compares average diluted shares of each fiscal year, on today's basis: negative = it bought back more than it issued; positive = dilution. “No data” = the company does not report that item under a tag we can read; it does not mean zero.
Earnings quality and debt
- Operating cash flow ÷ net income (12 months)
- 1.26
- Interest coverage (operating income ÷ interest)
- 0.8 timesfiscal 2026
- Debt due within 12 months
- $26.6M0.84 times cash and investments
From the figures the company filed with the SEC. Cash flow over net income near or above 1 means earnings are collected in cash; far below, that part is accounting. Coverage says how many times operating income pays the latest fiscal year's interest. Maturities come from the debt note of the latest annual report, counted from its closing date. “No data” never means zero.
Insiders (Form 4)
10% owners who bought (6 m): 0
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Monarch Alternative Capital39.8%13D · amendmentfiling ↗Event: Oct 23, 2026 · filed: Oct 26, 2026
- Lytton Laurence W5.4%13G · amendmentfiling ↗Event: Jun 30, 2026 · filed: Aug 13, 2026
- Monarch Alternative Capital40.1%13D · amendmentfiling ↗Event: Jun 25, 2026 · filed: Jun 29, 2026
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
Flagged material events (8-K)
Change in directors or officers (Item 5.02)
«Capstone Energy+ Appoints Energy Infrastructure Executive Brandon Schwertner to Board of Directors»
Change in directors or officers (Item 5.02)
Unregistered sale of equity securities (Item 3.02)
«Capstone Green Energy Secures Transformative $112.5 Million Strategic Investment to Simplify its Capital Structure»
Change in directors or officers (Item 5.02)
«Capstone Green Energy Secures Transformative $112.5 Million Strategic Investment to Simplify its Capital Structure»
Unregistered sale of equity securities (Item 3.02)
«Capstone Green Energy Holdings, Inc. Announces $15 Million Private Placement»
Change in directors or officers (Item 5.02)
Change in directors or officers (Item 5.02)
«Capstone Green Energy Pre-Announces Breakthrough Quarter with Impressive 47% Revenue Growth for First Half of Fiscal Year 2026 Over the First Half of Fiscal…»
Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.
All material events (8-K)
Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.
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