Stock Taper 
COVALIS CAPITAL LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Allison Transmission Holdings, Inc. | ALSN | 146.53K | $16.52M |
 Teck Resources Limited | TECK | 143.81K | $8.55M |
 Wyndham Hotels & Resorts, Inc. | WH | 137.29K | $11.56M |
 Kinetik Holdings Inc. | KNTK | 135.98K | $6.57M |
 Halliburton Company | HAL | 134.46K | $4.56M |
 CRH plc | CRH | 128.11K | $13.71M |
 Digital Realty Trust, Inc. | DLR | 122K | $21.91M |
 Knight-Swift Transportation Holdings Inc. | KNX | 113.22K | $8.82M |
 RB Global, Inc. | RBA | 112.45K | $13.09M |
 AutoNation, Inc. | AN | 112.29K | $20.86M |
 Terex Corporation | TEX | 110.24K | $7.98M |
 Generac Holdings Inc. | GNRC | 100.73K | $29.49M |
 StandardAero, Inc. | SARO | 100K | $2.99M |
 Sensata Technologies Holding plc | ST | 93.42K | $4.46M |
 Primoris Services Corporation | PRIM | 91.09K | $9.03M |
 Sempra | SRE | 85.27K | $7.9M |
 Hudbay Minerals Inc. | HBM | 84.69K | $2M |
 Freeport-McMoRan Inc. | FCX | 79.56K | $5M |
 Legence Corp. Class A Common stock | LGN | 75K | $6.39M |
 NRG Energy, Inc. | NRG | 68.26K | $9.97M |