Covalis Capital LLP
Covalis Capital LLP reported 101 positions worth $1.77B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: PCG (8.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | PCG | SH | $147.5M | 8.33% | 8,772,024 | — | — | |
| ▸ 2 | BKH | SH | $110.2M | 6.22% | 1,481,404 | — | — | |
| ▸ 3 | AR | SH | $92.6M | 5.22% | 2,634,969 | — | — | |
| ▸ 4 | AEE | SH | $71.2M | 4.02% | 629,746 | — | — | |
| ▸ 5 | AM | SH | $69.0M | 3.89% | 3,031,515 | — | — | |
| ▸ 6 | PPL | SH | $65.0M | 3.67% | 1,788,306 | — | — | |
| ▸ 7 | EQT | SH | $50.9M | 2.87% | 956,598 | — | — | |
| ▸ 8 | AEP | SH | $48.0M | 2.71% | 350,872 | — | — | |
| ▸ 9 | LNG | SH | $45.1M | 2.54% | 188,557 | — | — | |
| ▸ 10 | CRWV | SH | $40.8M | 2.30% | 410,049 | — | — |
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Frequently Asked Questions
What stocks does Covalis Capital LLP hold as of Q2 2026?
Covalis Capital LLP reported 101 positions worth $1.77B in its Q2 2026 13F filing. Largest positions: PCG (8.3%), BKH (6.2%), AR (5.2%), AEE (4.0%) and AM (3.9%).
What did Covalis Capital LLP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Covalis Capital LLP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.