BE β€” BLOOM ENERGY CORP

Ownership history in Gruss & Co., LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which Gruss & Co., LLC reported a position in BLOOM ENERGY CORP (BE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.25% (2024 Q3)
πŸ“Š Avg. % of fund
1.13%
πŸ“… First filed
2024 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
3

Position Intelligence

Gruss & Co., LLC Γ— BE AI Analytics

πŸ“ˆ Gruss & Co., LLC outperformed the S&P 500 by +1366.8% annually on this BE position. Average cost basis: $13.02. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+1366.8%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 1366.8% per year on this position.
2 quarters analyzed

πŸ’° Entry Quality
$13.02
+567.4% vs current ($86.89)

Best entry: $10.56 (2024 Q3)  Β·  Worst: $86.89 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

2 adds Β· 1 trim. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 1.05% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    BE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,500 +500 +10.0% 1.05% $478K $86.89
2025 Q3 REDUCED 5,000 -10,000 -66.7% 1.10% $423K $84.57
2024 Q3 INITIATED 15,000 β€” β€” 1.25% $158K $10.56

🏒 Other funds also holding BE

As of 2025 Q4 β€” sorted by position size

Graticule Asia Macro Advisors LLC 3Y 7Y 92.11% Elemental Capital Partners LLC 3Y 54.22% Flight Deck Capital, LP 3Y 20.06% JAT Capital Mgmt LP 3Y 14.6% Grand Alliance Asset Management Ltd 5.25% Trivest Advisors Ltd 3Y 4.46% Metavasi Capital LP 3Y 3.61% CAPITAL MANAGEMENT ASSOCIATES /NY/ 3Y 7Y 3.43% Family CFO Inc 3Y 3.26% Valliance Asset Management Ltd 3Y 3.18%
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