AROSA CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BWXT | 16K | $2.95M |
 | ON | 15K | $739.65K |
 | TRGP | 14K | $2.35M |
 | APLD | 14K | $321.16K |
 | ORA | 12K | $1.16M |
 | CEG | 11K | $3.46M |
 | FSLR | 10K | $2.21M |
 | IREN | 9K | $422.37K |
 | RACE | 7K | $3.40M |
 | MTZ | 7K | $1.49M |
 | AN | 6K | $1.31M |
 | PWR | 6K | $2.28M |
 | TLN | 4K | $1.73M |
 | BE | 4K | $338.28K |
 | MPC | 4K | $693.86K |
 | GPI | 3K | $1.31M |
 | VLO | 3K | $510.78K |
 | VST | 2K | $324.64K |
 | AGX | 1K | $337.56K |
BWX Technologies, Inc.
BWXT
Shares Held
16K
Value
$2.95M
ON Semiconductor Corporation
ON
Shares Held
15K
Value
$739.65K
Targa Resources Corp.
TRGP
Shares Held
14K
Value
$2.35M
Applied Digital Corporation
APLD
Shares Held
14K
Value
$321.16K
Ormat Technologies, Inc.
ORA
Shares Held
12K
Value
$1.16M
Constellation Energy Corporation
CEG
Shares Held
11K
Value
$3.46M
First Solar, Inc.
FSLR
Shares Held
10K
Value
$2.21M
IREN Limited
IREN
Shares Held
9K
Value
$422.37K
Ferrari N.V.
RACE
Shares Held
7K
Value
$3.40M
MasTec, Inc.
MTZ
Shares Held
7K
Value
$1.49M
AutoNation, Inc.
AN
Shares Held
6K
Value
$1.31M
Quanta Services, Inc.
PWR
Shares Held
6K
Value
$2.28M
Talen Energy Corporation
TLN
Shares Held
4K
Value
$1.73M
Bloom Energy Corporation
BE
Shares Held
4K
Value
$338.28K
Marathon Petroleum Corporation
MPC
Shares Held
4K
Value
$693.86K
Group 1 Automotive, Inc.
GPI
Shares Held
3K
Value
$1.31M
Valero Energy Corporation
VLO
Shares Held
3K
Value
$510.78K
Vistra Corp.
VST
Shares Held
2K
Value
$324.64K
Argan, Inc.
AGX
Shares Held
1K
Value
$337.56K