HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 INVESCO EXCH TRADED FD TR II (TAN) |
$26,675 | ||
| Call | 500,000 | +500,000 | $26,675 |
| SOLAREDGE TECHNOLOGIES INC |
$22,614 | ||
| SEDG | 141,600 | +141,600 | $13,254 |
| Call | 100,000 | +100,000 | $9,360 |
 ENPHASE ENERGY INC |
135,000 | +135,000 | $17,839 |
| ENPH | 135,000 | +135,000 | $17,839 |
| FIRST SOLAR INC |
99,000 | +25,900 | $17,056 |
| FSLR | 99,000 | +25,900 | $17,056 |
| SUNRUN INC |
$16,040 | ||
| Call | 500,000 | +500,000 | $9,815 |
| NOTE 2 0 | 8,000,000 | +2,000,000 | $6,225 |
| NVENT ELECTRIC PLC |
197,800 | +19,700 | $11,688 |
| NVT | 197,800 | +19,700 | $11,688 |
| ARRAY TECHNOLOGIES INC |
664,700 | +279,200 | $11,167 |
| ARRY | 664,700 | +279,200 | $11,167 |
| ITRON INC |
138,872 | -48,988 | $10,486 |
| ITRI | 138,872 | -48,988 | $10,486 |
| CLEAN ENERGY FUELS CORP |
2,676,989 | -1,541,476 | $10,253 |
| CLNE | 2,676,989 | -1,541,476 | $10,253 |
| SHOALS TECHNOLOGIES GROUP IN |
646,600 | -12,700 | $10,048 |
| SHLS | 646,600 | -12,700 | $10,048 |
| QUANTA SVCS INC |
41,000 | -4,000 | $8,848 |
| PWR | 41,000 | -4,000 | $8,848 |
| PRIMORIS SVCS CORP |
154,600 | +54,600 | $5,134 |
| PRIM | 154,600 | +54,600 | $5,134 |
| ATLANTICA SUSTAINABLE INFR P |
217,800 | -324,900 | $4,683 |
| AY | 217,800 | -324,900 | $4,683 |
| CLEARWAY ENERGY INC |
150,073 | -70,700 | $4,117 |
| CWEN | 150,073 | -70,700 | $4,117 |
| ATKORE INC |
20,800 | -37,860 | $3,328 |
| ATKR | 20,800 | -37,860 | $3,328 |
| FERRARI N V |
9,400 | +1,400 | $3,181 |
| RACE | 9,400 | +1,400 | $3,181 |
| VIPER ENERGY INC |
100,000 | +100,000 | $3,138 |
| VNOM | 100,000 | +100,000 | $3,138 |
| NXP SEMICONDUCTORS N V |
13,600 | -1,400 | $3,124 |
| NXPI | 13,600 | -1,400 | $3,124 |
| EXXON MOBIL CORP |
30,000 | +9,800 | $2,999 |
| XOM | 30,000 | +9,800 | $2,999 |
| CANADIAN NAT RES LTD |
44,000 | +44,000 | $2,883 |
| CNQ | 44,000 | +44,000 | $2,883 |
| WASTE CONNECTIONS INC |
16,800 | +16,800 | $2,508 |
| WCN | 16,800 | +16,800 | $2,508 |
| PERMIAN RESOURCES CORP |
160,000 | -92,000 | $2,176 |
| PR | 160,000 | -92,000 | $2,176 |
| GROUP 1 AUTOMOTIVE INC |
6,800 | -8,900 | $2,072 |
| GPI | 6,800 | -8,900 | $2,072 |
| ANTERO RESOURCES CORP |
85,000 | +85,000 | $1,928 |
| AR | 85,000 | +85,000 | $1,928 |
| TRANE TECHNOLOGIES PLC |
6,000 | +6,000 | $1,463 |
| TT | 6,000 | +6,000 | $1,463 |
| NET POWER INC |
$1,073 | ||
| NPWR.WT | 106,249 | UNCH | $1,073 |
See Full List: All Stocks Held By Arosa Capital Management LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Arosa Capital Management LP
|
Size ($ in 1000's)
At 12/31/2023: $222,091 At 09/30/2023: $295,813 Arosa Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Arosa Capital Management LP 13F filings. Link to 13F filings: SEC filings |
