Stock Taper 
COVALIS CAPITAL LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 EagleRock Land LLC | EROK | 271.49K | $5.77M |
 X-Energy, Inc. Class A Common Stock | XE | 301.19K | $5.53M |
 TC Energy Corporation | TRP | 303.62K | $20.12M |
 Adient plc | ADNT | 304.23K | $5.59M |
 IREN Limited | IREN | 308.4K | $14.1M |
 MDU Resources Group, Inc. | MDU | 320.18K | $6.79M |
 Forgent Power Solutions, Inc. | FPS | 350K | $19.55M |
 American Electric Power Company, Inc. | AEP | 350.87K | $48M |
 CoreWeave, Inc. Class A Common Stock | CRWV | 410.05K | $40.82M |
 General Motors Company | GM | 482.2K | $37.17M |
 Versigent PLC | VGNT | 499.63K | $20.99M |
 BorgWarner Inc. | BWA | 514.29K | $34.15M |
 Sable Offshore Corp. | SOC | 595.91K | $1.84M |
 Ameren Corporation | AEE | 629.75K | $71.19M |
 INNIO N.V. Ordinary Shares | INIO | 712.96K | $28.2M |
 Cipher Mining Inc. | CIFR | 751.08K | $18.4M |
 Vale S.A. | VALE | 905.08K | $13.61M |
 EQT Corporation | EQT | 956.6K | $50.86M |
 APA Corporation | APA | 1.01M | $32.79M |
 Dana Incorporated | DAN | 1.07M | $29.01M |