AROSA CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GWH | 675K | $1.03M |
 | SVIIW | 500K | $650.00K |
 | FCEL | 150K | $1.17M |
 | ARRY | 137K | $1.12M |
 | NXE | 80K | $716.00K |
 | HOND | 65K | $1.07M |
 | SVII | 64K | $800.64K |
 | KMI | 60K | $1.70M |
 | SLB | 60K | $2.06M |
 | LBRT | 60K | $740.40K |
 | CTRA | 60K | $1.42M |
 | KN | 56K | $1.31M |
 | VNOM | 50K | $1.91M |
 | WMB | 38K | $2.41M |
 | CCJ | 38K | $3.19M |
 | EQT | 38K | $2.07M |
 | ECG | 25K | $2.14M |
 | NXPI | 23K | $5.24M |
 | CIFR | 23K | $284.99K |
 | RIOT | 18K | $342.54K |
ESS Tech, Inc.
GWH
Shares Held
675K
Value
$1.03M
Spring Valley Acquisition Corp. II
SVIIW
Shares Held
500K
Value
$650.00K
FuelCell Energy, Inc.
FCEL
Shares Held
150K
Value
$1.17M
Array Technologies, Inc.
ARRY
Shares Held
137K
Value
$1.12M
NexGen Energy Ltd.
NXE
Shares Held
80K
Value
$716.00K
HCM II Acquisition Corp.
HOND
Shares Held
65K
Value
$1.07M
Spring Valley Acquisition Corp. II
SVII
Shares Held
64K
Value
$800.64K
Kinder Morgan, Inc.
KMI
Shares Held
60K
Value
$1.70M
SLB N.V.
SLB
Shares Held
60K
Value
$2.06M
Liberty Energy Inc.
LBRT
Shares Held
60K
Value
$740.40K
Coterra Energy Inc.
CTRA
Shares Held
60K
Value
$1.42M
Knowles Corporation
KN
Shares Held
56K
Value
$1.31M
Viper Energy, Inc.
VNOM
Shares Held
50K
Value
$1.91M
The Williams Companies, Inc.
WMB
Shares Held
38K
Value
$2.41M
Cameco Corporation
CCJ
Shares Held
38K
Value
$3.19M
EQT Corporation
EQT
Shares Held
38K
Value
$2.07M
Everus Construction Group, Inc.
ECG
Shares Held
25K
Value
$2.14M
NXP Semiconductors N.V.
NXPI
Shares Held
23K
Value
$5.24M
Cipher Mining Inc.
CIFR
Shares Held
23K
Value
$284.99K
Riot Platforms, Inc.
RIOT
Shares Held
18K
Value
$342.54K