Stock Taper 
COVALIS CAPITAL LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Tesla, Inc. | TSLA | 2.43K | $1.02M |
 Cummins Inc. | CMI | 2.89K | $2.06M |
 XPO Logistics, Inc. | XPO | 5.01K | $1.03M |
 Wolfspeed Inc. | WOLF | 10K | $482.5K |
 Cerebras Systems Inc. | CBRS | 10K | $2.21M |
 DT Midstream, Inc. | DTM | 13.28K | $1.95M |
 Asbury Automotive Group, Inc. | ABG | 16.47K | $3.31M |
 First Solar, Inc. | FSLR | 16.98K | $4.01M |
 Nextpower Inc. | NXT | 17.42K | $2.08M |
 Caterpillar Inc. | CAT | 20.91K | $22.26M |
 Darling Ingredients Inc. | DAR | 21.32K | $1.16M |
 Southwest Gas Holdings, Inc. | SWX | 22.9K | $2.03M |
 Modine Manufacturing Company | MOD | 23.39K | $6.25M |
 Murphy Oil Corporation | MUR | 29.12K | $948.05K |
 Madison Air Solutions Corporation | MAIR | 30K | $1.17M |
 MasTec, Inc. | MTZ | 30.84K | $12.83M |
 Targa Resources Corp. | TRGP | 36.23K | $9.71M |
 Exxon Mobil Corporation | XOM | 36.98K | $5.06M |
 Visteon Corporation | VC | 37.28K | $3.7M |
 CarMax, Inc. | KMX | 38K | $2.01M |