COVALIS CAPITAL LLP

PrivateCIK: 1698819
122
Positions
$1.63B
Total AUM (reported)
42.06M
Total Shares

Allocation by class

TOTAL AUM$1.63B122 positions
COM$1.25B76.8%
SHS$103.88M6.4%
COM NEW$54.74M3.4%
CL A$44.49M2.7%
COM CL A$33.44M2.1%
COM SHS CL A$30.47M1.9%
COM SHS$25.04M1.5%

Portfolio Concentration

Top 320.9%4–1021.9%11–2523.2%Rest34.1%TOP 1042.8%0%100%
Top 3$339.74M20.9%
4–10$355.54M21.9%
11–25$376.72M23.2%
Rest$553.65M34.1%

Top 3 weight

20.9%

Top 10 weight

42.8%

Voting Authority Distribution

Total shares with voting rights: 42.06M

Sole

Full voting authority

42.06M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole122
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings122
Rows:

PG&E CORP

SOLE
COM
Shares7.91M
TypeSH
Market value$139.04M
8.55%
Sole
7.91M
Shared
0.00
None
0.00

BLACK HILLS CORP

SOLE
COM
Shares1.75M
TypeSH
Market value$121.67M
7.48%
Sole
1.75M
Shared
0.00
None
0.00

UNITED RENTALS INC

SOLE
COM
Shares108.49K
TypeSH
Market value$79.04M
4.86%
Sole
108.49K
Shared
0.00
None
0.00

EATON CORP PLC

SOLE
SHS
Shares203.22K
TypeSH
Market value$72.69M
4.47%
Sole
203.22K
Shared
0.00
None
0.00

WHIRLPOOL CORP

SOLE
COM
Shares1.31M
TypeSH
Market value$70.76M
4.35%
Sole
1.31M
Shared
0.00
None
0.00

CORE SCIENTIFIC INC NEW

SOLE
COM
Shares3.47M
TypeSH
Market value$51.94M
3.20%
Sole
3.47M
Shared
0.00
None
0.00

GROUP 1 AUTOMOTIVE INC

SOLE
COM
Shares122.13K
TypeSH
Market value$40.38M
2.48%
Sole
122.13K
Shared
0.00
None
0.00

DANA INC

SOLE
COM
Shares1.20M
TypeSH
Market value$40.35M
2.48%
Sole
1.20M
Shared
0.00
None
0.00

WILLIAMS COS INC

SOLE
COM
Shares552.51K
TypeSH
Market value$40.21M
2.47%
Sole
552.51K
Shared
0.00
None
0.00

ANTERO RESOURCES CORP

SOLE
COM
Shares923.81K
TypeSH
Market value$39.21M
2.41%
Sole
923.81K
Shared
0.00
None
0.00

DTE ENERGY CO

SOLE
COM
Shares261.86K
TypeSH
Market value$38.29M
2.36%
Sole
261.86K
Shared
0.00
None
0.00

RB GLOBAL INC

SOLE
COM
Shares359.28K
TypeSH
Market value$34.44M
2.12%
Sole
359.28K
Shared
0.00
None
0.00

XCEL ENERGY INC

SOLE
COM
Shares400.82K
TypeSH
Market value$31.84M
1.96%
Sole
400.82K
Shared
0.00
None
0.00

GENERAL MTRS CO

SOLE
COM
Shares349.78K
TypeSH
Market value$26.06M
1.60%
Sole
349.78K
Shared
0.00
None
0.00

DIAMONDBACK ENERGY INC

SOLE
COM
Shares128.11K
TypeSH
Market value$25.34M
1.56%
Sole
128.11K
Shared
0.00
None
0.00

OGE ENERGY CORP

SOLE
COM
Shares508.42K
TypeSH
Market value$24.38M
1.50%
Sole
508.42K
Shared
0.00
None
0.00

TALEN ENERGY CORP

SOLE
COM
Shares76.24K
TypeSH
Market value$24.34M
1.50%
Sole
76.24K
Shared
0.00
None
0.00

CATERPILLAR INC

SOLE
COM
Shares34.06K
TypeSH
Market value$24.13M
1.48%
Sole
34.06K
Shared
0.00
None
0.00

ANTERO MIDSTREAM CORP

SOLE
COM
Shares985.16K
TypeSH
Market value$22.46M
1.38%
Sole
985.16K
Shared
0.00
None
0.00

GENERAC HLDGS INC

SOLE
COM
Shares113.05K
TypeSH
Market value$22.08M
1.36%
Sole
113.05K
Shared
0.00
None
0.00

CUMMINS INC

SOLE
COM
Shares41.01K
TypeSH
Market value$22.06M
1.36%
Sole
41.01K
Shared
0.00
None
0.00

SOLV ENERGY INC

SOLE
COM SHS CL A
Shares697.11K
TypeSH
Market value$20.93M
1.29%
Sole
697.11K
Shared
0.00
None
0.00

EQT CORP

SOLE
COM
Shares319.92K
TypeSH
Market value$20.36M
1.25%
Sole
319.92K
Shared
0.00
None
0.00

VISTEON CORP

SOLE
COM NEW
Shares220.16K
TypeSH
Market value$20.06M
1.23%
Sole
220.16K
Shared
0.00
None
0.00

LITHIA MTRS INC

SOLE
COM
Shares79.87K
TypeSH
Market value$19.94M
1.23%
Sole
79.87K
Shared
0.00
None
0.00
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