Stock Taper 
COVALIS CAPITAL LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Quantinuum Inc. Class A Common Stock | QNT | 40K | $3.27M |
 C.H. Robinson Worldwide, Inc. | CHRW | 44.66K | $8.41M |
 Octave Intelligence plc | OCTV | 48.2K | $785.68K |
 Lithia Motors, Inc. | LAD | 49.71K | $14.44M |
 Kodiak Gas Services, Inc. | KGS | 59.22K | $4.45M |
 Itron, Inc. | ITRI | 63.31K | $5.48M |
 Vistra Corp. | VST | 63.68K | $10.1M |
 National Fuel Gas Company | NFG | 64.08K | $4.95M |
 Group 1 Automotive, Inc. | GPI | 64.29K | $18.72M |
 NRG Energy, Inc. | NRG | 68.26K | $9.97M |
 Legence Corp. Class A Common stock | LGN | 75K | $6.39M |
 Freeport-McMoRan Inc. | FCX | 79.56K | $5M |
 Hudbay Minerals Inc. | HBM | 84.69K | $2M |
 Sempra | SRE | 85.27K | $7.9M |
 Primoris Services Corporation | PRIM | 91.09K | $9.03M |
 Sensata Technologies Holding plc | ST | 93.42K | $4.46M |
 StandardAero, Inc. | SARO | 100K | $2.99M |
 Generac Holdings Inc. | GNRC | 100.73K | $29.49M |
 Terex Corporation | TEX | 110.24K | $7.98M |
 AutoNation, Inc. | AN | 112.29K | $20.86M |