Stock Taper 
COVALIS CAPITAL LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Nextpower Inc. | NXT | 17.42K | $2.08M |
 First Solar, Inc. | FSLR | 16.98K | $4.01M |
 Asbury Automotive Group, Inc. | ABG | 16.47K | $3.31M |
 DT Midstream, Inc. | DTM | 13.28K | $1.95M |
 Wolfspeed Inc. | WOLF | 10K | $482.5K |
 Cerebras Systems Inc. | CBRS | 10K | $2.21M |
 XPO Logistics, Inc. | XPO | 5.01K | $1.03M |
 Cummins Inc. | CMI | 2.89K | $2.06M |
 Tesla, Inc. | TSLA | 2.43K | $1.02M |