HoldingsChannel.com
Covalis Capital LLP Top Holdings
As of  09/30/2022, below is a summary of the Covalis Capital LLP top holdings by largest position size, as per the latest 13f filing made by Covalis Capital LLP. In the Covalis Capital LLP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Covalis Capital LLP in that top holding, then the share count change between reporting periods, and finally the Covalis Capital LLP top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
LI CYCLE HOLDINGS CORP 11,629,038 +1,477,185 $61,866
     LICY11,629,038+1,477,185$61,866
EVERSOURCE ENERGY 456,668 UNCH $35,602
     ES456,668UNCH$35,602
CONOCOPHILLIPS 247,583 +194,050 $25,338
     COP247,583+194,050$25,338
CMS ENERGY CORP 375,630 +375,630 $21,877
     CMS375,630+375,630$21,877
ZIMMER ENERGY TRANSITION ACQ 2,000,001 UNCH $19,520
     ZT2,000,001UNCH$19,520
FMC CORP 167,140 +106,378 $17,667
     FMC167,140+106,378$17,667
VISTRA CORP 791,938 +106,322 $16,631
     VST791,938+106,322$16,631
CONSTELLATION ENERGY CORP 181,944 +62,783 $15,136
     CEG181,944+62,783$15,136
GENERAC HLDGS INC 78,990 -3,798 $14,071
     GNRC78,990+7,702$14,071
SOUTHWEST GAS HLDGS INC 199,286 -102,701 $13,900
     SWX199,286-102,701$13,900
ALLIANT ENERGY CORP 229,246 +229,246 $12,148
     LNT229,246+229,246$12,148
ENVIVA INC 191,999 +191,999 $11,531
     EVA191,999+191,999$11,531
BYTE ACQUISITION CORP 1,150,000 UNCH $11,385
     BYTS1,150,000UNCH$11,385
PERIDOT ACQUISITION CORP II 1,000,000 UNCH $9,915
     PDOT1,000,000UNCH$9,915
M3 BRIGADE ACQUISITION II CO 1,000,000 UNCH $9,810
     MBAC1,000,000UNCH$9,810
AXALTA COATING SYS LTD 431,900 +431,900 $9,096
     AXTA431,900+431,900$9,096
PONTEM CORPORATION 700,000 UNCH $6,958
     PNTM700,000UNCH$6,958
SELECT SECTOR SPDR TR (XLI) 80,621 -9,736 $6,679
     XLI80,621-9,736$6,679
NEW FORTRESS ENERGY INC 151,700 +151,700 $6,631
     NFE151,700+151,700$6,631
ASHLAND INC 69,334 +35,894 $6,585
     ASH69,334+35,894$6,585
PPL CORP 234,978 -178,757 $5,957
     PPL234,978-178,757$5,957
CANADIAN SOLAR INC 150,800 +150,800 $5,617
     CSIQ150,800+150,800$5,617
BUNGE LIMITED 60,810 +60,810 $5,021
     BG60,810+60,810$5,021
CHEMOURS CO 201,823 +201,823 $4,975
     CC201,823+201,823$4,975
ROCKET INTERNET GRWT OPRT CO 500,000 UNCH $4,955
     RKTA500,000UNCH$4,955
LEVERE HOLDINGS CORP 500,000 UNCH $4,950
     LVRA500,000UNCH$4,950
FUSION ACQUISITION CORP II 500,000 UNCH $4,920
     FSNB500,000UNCH$4,920
WAVERLEY CAPITAL ACQUIS CORP 500,000 UNCH $4,885
     WAVC500,000UNCH$4,885
NEXTERA ENERGY INC 61,600 -268,306 $4,830
     NEE61,600-268,306$4,830
NORTHWESTERN CORP 80,600 +80,600 $3,972
     NWE80,600+80,600$3,972
TRANSALTA CORP 430,600 +430,600 $3,826
     TAC430,600+430,600$3,826
TIM S A 827,374 +145,650 $3,761
     TIMB827,374+145,650$3,761
NOUVEAU MONDE GRAPHITE INC 644,398 -129,369 $3,480
     NMG644,398-129,369$3,480
OLIN CORP 78,623 +78,623 $3,371
     OLN78,623+78,623$3,371
WESTLAKE CORPORATION 38,095 -13,311 $3,310
     WLK38,095-13,311$3,310
INTERPRIVATE IV INFRATECH PR 300,000 UNCH $2,954
     IPVI300,000UNCH$2,954
ARROWROOT ACQUISITION CORP 300,000 UNCH $2,946
     ARRW300,000UNCH$2,946
UNION PAC CORP 14,626 -2,000 $2,849
     UNP14,626-2,000$2,849
CORTEVA INC 48,686 -78,210 $2,782
     CTVA48,686-78,210$2,782
SUNPOWER CORP 111,300 -126,248 $2,564
     SPWR111,300-126,248$2,564
FLOWSERVE CORP 105,440 +105,440 $2,562
     FLS105,440+105,440$2,562
LAZARD GROWTH ACQUISITION CO 250,000 UNCH $2,480
     LGAC250,000UNCH$2,480
CSX CORP 83,189 +15,300 $2,216
     CSX83,189+15,300$2,216
SUNRUN INC 71,300 +71,300 $1,967
     RUN71,300+71,300$1,967
CLIMATE REAL IMPACT SLUTINS 196,830 UNCH $1,941
     CLIM196,830UNCH$1,941
PG&E CORP      $1,563
     Call125,000-75,000$1,563
ECOVYST INC 164,943 +27,900 $1,392
     ECVT164,943+27,900$1,392
NEXTDECADE CORP 181,818 -199,865 $1,095
     NEXT181,818-199,865$1,095
COVA ACQUISITION CORP 100,000 UNCH $995
     COVA100,000UNCH$995
WARBURG PINCUS CAPTAL CORP I 100,000 UNCH $992
     WPCB100,000UNCH$992

See Full List: All Stocks Held By Covalis Capital LLP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Covalis Capital LLP

Size ($ in 1000's)
At 09/30/2022: $436,057
At 06/30/2022: $519,786

Combined Holding Report Includes:
Covalis Capital LLP
Covalis Gibraltar Ltd

Covalis Capital LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Covalis Capital LLP 13F filings. Link to 13F filings: SEC filings

Covalis Capital LLP Top Holdings 13F Filings | www.HoldingsChannel.com

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