Stock Taper

COVALIS CAPITAL LLP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
RB Global, Inc.RBA112.45K$13.09M
Knight-Swift Transportation Holdings Inc.KNX113.22K$8.82M
Digital Realty Trust, Inc.DLR122K$21.91M
CRH plcCRH128.11K$13.71M
Halliburton CompanyHAL134.46K$4.56M
Kinetik Holdings Inc.KNTK135.98K$6.57M
Wyndham Hotels & Resorts, Inc.WH137.29K$11.56M
Teck Resources LimitedTECK143.81K$8.55M
Allison Transmission Holdings, Inc.ALSN146.53K$16.52M
Space Exploration Technologies Corp.SPCX155K$26.48M
DTE Energy CompanyDTE155.7K$23.72M
Whirlpool CorporationWHR175.81K$6.93M
Xcel Energy Inc.XEL186K$14.94M
Cheniere Energy, Inc.LNG188.56K$45.07M
Fluor CorporationFLR207.91K$10.89M
Warner Music Group Corp.WMG213.95K$5.79M
CEMEX, S.A.B. de C.V.CX228.4K$2.74M
The Williams Companies, Inc.WMB236.37K$17.57M
Fervo Energy CompanyFRVO250K$7.31M
Occidental Petroleum CorporationOXY270.9K$13.16M