Covalis Capital LLP: 13F holdings
CIK 16988192026Q2
| Positions | 101 |
|---|
| Reported value | $1.8bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 101 (-21 vs prior quarter) |
|---|
| Reported value | $1.8bn (+9.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PCG PG&E CORP | 8,772,024 | $147.5m | 8.3% |
| BKH BLACK HILLS CORP | 1,481,404 | $110.2m | 6.2% |
| AR ANTERO RESOURCES CORP | 2,634,969 | $92.6m | 5.2% |
| AEE AMEREN CORP | 629,746 | $71.2m | 4.0% |
| AM ANTERO MIDSTREAM CORP | 3,031,515 | $69.0m | 3.9% |
| PPL PPL CORP | 1,788,306 | $65.0m | 3.7% |
| EQT EQT CORP | 956,598 | $50.9m | 2.9% |
| AEP AMERICAN ELEC PWR CO INC | 350,872 | $48.0m | 2.7% |
| LNG CHENIERE ENERGY INC | 188,557 | $45.1m | 2.5% |
| CRWV COREWEAVE INC | 410,049 | $40.8m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1698819")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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