Stock Taper 
COVALIS CAPITAL LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Group 1 Automotive, Inc. | GPI | 64.29K | $18.72M |
 National Fuel Gas Company | NFG | 64.08K | $4.95M |
 Vistra Corp. | VST | 63.68K | $10.1M |
 Itron, Inc. | ITRI | 63.31K | $5.48M |
 Kodiak Gas Services, Inc. | KGS | 59.22K | $4.45M |
 Lithia Motors, Inc. | LAD | 49.71K | $14.44M |
 Octave Intelligence plc | OCTV | 48.2K | $785.68K |
 C.H. Robinson Worldwide, Inc. | CHRW | 44.66K | $8.41M |
 Quantinuum Inc. Class A Common Stock | QNT | 40K | $3.27M |
 CarMax, Inc. | KMX | 38K | $2.01M |
 Visteon Corporation | VC | 37.28K | $3.7M |
 Exxon Mobil Corporation | XOM | 36.98K | $5.06M |
 Targa Resources Corp. | TRGP | 36.23K | $9.71M |
 MasTec, Inc. | MTZ | 30.84K | $12.83M |
 Madison Air Solutions Corporation | MAIR | 30K | $1.17M |
 Murphy Oil Corporation | MUR | 29.12K | $948.05K |
 Modine Manufacturing Company | MOD | 23.39K | $6.25M |
 Southwest Gas Holdings, Inc. | SWX | 22.9K | $2.03M |
 Darling Ingredients Inc. | DAR | 21.32K | $1.16M |
 Caterpillar Inc. | CAT | 20.91K | $22.26M |