account_balance
Investment manager · 13F filer · SEC CIK 1698819
Covalis Capital LLP
Reported value$1.24Bas of Sep 30, 2026
Positions90 37 new, 47 sold out
Top 10 weight49.1%TECK alone is 7%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TECKTeck Resources Ltd
7.4%Added +868%
ARAntero Resources Corp
5.9%Trimmed −18%
BKHBlack Hills Corp
5.6%Trimmed −33%
PCGPG&E Corp
5.4%Trimmed −38%
AMAntero Midstream Corp
5.4%Added +9%
PPLPPL Corp
4.6%Trimmed −3%
DTMDT Midstream, Inc.
4.0%Added +3041%
XELXcel Energy Inc
4.0%Added +279%
OXYOccidental Petroleum Corp
3.6%Added +200%
TACTransalta Corp
3.1%New
BKVBKV Corp
2.8%Added +15%
WMBWilliams Companies, Inc.
2.5%Added +94%
TECKTeck Resources Ltd
7.4%+868%
ARAntero Resources Corp
5.9%
BKHBlack Hills Corp
5.6%
PCGPG&E Corp
5.4%
AMAntero Midstream Corp
5.4%
PPLPPL Corp
4.6%−3%
DTMDT Midstream, Inc.
4.0%
XELXcel Energy Inc
4.0%
OXYOccidental Petroleum Corp
3.6%
TAC3.1%BKV2.8%WMBBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TECK Teck Resources Ltd 7.4% Added +868%AR Antero Resources Corp 5.9% Trimmed −18%BKH Black Hills Corp 5.6% Trimmed −33%PCG PG&E Corp 5.4% Trimmed −38%AM Antero Midstream Corp 5.4% Added +9%PPL PPL Corp 4.6% Trimmed −3%DTM DT Midstream, Inc. 4.0% Added +3041%XEL Xcel Energy Inc 4.0% Added +279%OXY Occidental Petroleum Corp 3.6% Added +200%TAC Transalta Corp 3.1% NewBKV BKV Corp 2.8% Added +15%WMB Williams Companies, Inc. 2.5% Added +94%
What changed
Biggest moves since Jun 30, 2026
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