COVALIS CAPITAL LLP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PCG | 8.73M | $131.61M |
 | TRP | 2.05M | $111.40M |
 | LBTYA | 1.69M | $19.35M |
 | DAN | 1.41M | $28.35M |
 | MBLY | 1.00M | $14.12M |
 | GNTX | 659K | $18.64M |
 | ACDC | 530K | $1.96M |
 | FLNC | 491K | $5.30M |
 | EIX | 473K | $26.17M |
 | GM | 450K | $27.44M |
 | XEL | 369K | $29.76M |
 | WMB | 357K | $22.59M |
 | OI | 304K | $3.94M |
 | WBI | 300K | $7.57M |
 | UGI | 299K | $9.94M |
 | LYB | 259K | $12.70M |
 | NEE | 247K | $18.68M |
 | APTV | 228K | $19.68M |
 | FSLR | 197K | $43.48M |
 | FCX | 196K | $7.70M |
Pacific Gas & Electric Co.
PCG
Shares Held
8.73M
Value
$131.61M
TC Energy Corporation
TRP
Shares Held
2.05M
Value
$111.40M
Liberty Global plc
LBTYA
Shares Held
1.69M
Value
$19.35M
Dana Incorporated
DAN
Shares Held
1.41M
Value
$28.35M
Mobileye Global Inc.
MBLY
Shares Held
1.00M
Value
$14.12M
Gentex Corporation
GNTX
Shares Held
659K
Value
$18.64M
ProFrac Holding Corp.
ACDC
Shares Held
530K
Value
$1.96M
Fluence Energy, Inc.
FLNC
Shares Held
491K
Value
$5.30M
Edison International
EIX
Shares Held
473K
Value
$26.17M
General Motors Company
GM
Shares Held
450K
Value
$27.44M
Xcel Energy Inc.
XEL
Shares Held
369K
Value
$29.76M
The Williams Companies, Inc.
WMB
Shares Held
357K
Value
$22.59M
O-I Glass, Inc.
OI
Shares Held
304K
Value
$3.94M
WaterBridge Infrastructure LLC
WBI
Shares Held
300K
Value
$7.57M
UGI Corporation
UGI
Shares Held
299K
Value
$9.94M
LyondellBasell Industries N.V.
LYB
Shares Held
259K
Value
$12.70M
NextEra Energy, Inc.
NEE
Shares Held
247K
Value
$18.68M
Aptiv PLC
APTV
Shares Held
228K
Value
$19.68M
First Solar, Inc.
FSLR
Shares Held
197K
Value
$43.48M
Freeport-McMoRan Inc.
FCX
Shares Held
196K
Value
$7.70M