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Covalis Capital LLP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Covalis Capital LLP

报告期 2026-03-31 · CIK 0001698819

持仓数

123

前50大市值合计

$1.41B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2 21Q1 20Q4

25Q3 调仓2025-06-30 → 2025-09-30 · 共 85 项建仓 29增持 9减持 16清仓 31

方向

标的

Δ市值

现股数(环比)

增持

TRP TC ENERGY CORP

+$86.9M

2,048,255 +307%

减持

ES EVERSOURCE ENERGY

-$58.3M

184,487 -84%

建仓

FSLR FIRST SOLAR INC

+$43.5M

197,159

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

清仓

PEG PUBLIC SVC ENTERPRISE GRP IN

-$36.7M

0 -100%

清仓

PCAR PACCAR INC

-$30.6M

0 -100%

建仓

XEL XCEL ENERGY INC

+$29.8M

368,943

建仓

EIX EDISON INTL

+$26.2M

473,431

清仓

PPG PPG INDS INC

-$20.9M

0 -100%

建仓

NEE NEXTERA ENERGY INC

+$18.7M

247,384

建仓

GNTX GENTEX CORP

+$18.6M

658,666

清仓

POR PORTLAND GEN ELEC CO

-$17.9M

0 -100%

建仓

— CNH INDL N V

+$17.0M

1,568,101

减持

DAR DARLING INGREDIENTS INC

-$15.5M

176,716 -68%

清仓

WMG WARNER MUSIC GROUP CORP

-$15.4M

0 -100%

减持

PCG PG&E CORP

-$14.7M

8,727,254 -17%

增持

GPI GROUP 1 AUTOMOTIVE INC

+$14.1M

61,990 +108%

减持

VC VISTEON CORP

-$13.7M

94,428 -65%

建仓

— LYONDELLBASELL INDUSTRIES N

+$12.7M

259,014

增持

DAN DANA INC

+$12.5M

1,414,806 +53%

增持

MBLY MOBILEYE GLOBAL INC

+$11.8M

1,000,269 +662%

增持

TRGP TARGA RES CORP

+$10.7M

83,590 +338%

建仓

AWK AMERICAN WTR WKS CO INC NEW

+$10.4M

75,000

清仓

— TE CONNECTIVITY PLC

-$10.1M

0 -100%

清仓

OMC OMNICOM GROUP INC

-$9.9M

0 -100%

清仓

MTZ MASTEC INC

-$9.5M

0 -100%

增持

— EATON CORP PLC

+$9.1M

45,020 +107%

清仓

F FORD MTR CO

-$8.9M

0 -100%

建仓

GNRC GENERAC HLDGS INC

+$8.7M

52,114

建仓

TSLA TESLA INC

+$8.5M

19,207

清仓

VRT VERTIV HOLDINGS CO

-$8.3M

0 -100%

减持

BWA BORGWARNER INC

-$8.1M

184,406 -62%

建仓

FCX FREEPORT-MCMORAN INC

+$7.7M

196,326

建仓

WBI WATERBRIDGE INFRASTRUCTURE L

+$7.6M

300,000

清仓

BE BLOOM ENERGY CORP

-$7.4M

0 -100%

清仓

ON ON SEMICONDUCTOR CORP

-$7.4M

0 -100%

增持

— APTIV PLC

+$6.7M

228,252 +20%

清仓

LNG CHENIERE ENERGY INC

-$6.6M

0 -100%

清仓

URI UNITED RENTALS INC

-$6.4M

0 -100%

清仓

AN AUTONATION INC

-$6.2M

0 -100%

清仓

CRCL CIRCLE INTERNET GROUP INC

-$6.1M

0 -100%

减持

DTM DT MIDSTREAM INC

-$5.8M

122,978 -31%

建仓

ABG ASBURY AUTOMOTIVE GROUP INC

+$5.7M

23,183

清仓

OKLO OKLO INC

-$5.6M

0 -100%

清仓

PHIN PHINIA INC

-$5.4M

0 -100%

建仓

FLNC FLUENCE ENERGY INC

+$5.3M

491,039

建仓

NUE NUCOR CORP

+$5.0M

36,942

清仓

RUN SUNRUN INC

-$5.0M

0 -100%

建仓

— SMURFIT WESTROCK PLC

+$4.0M

93,935

建仓

OI O-I GLASS INC

+$3.9M

303,869

增持

UGI UGI CORP NEW

+$3.8M

298,859 +79%

增持

WMB WILLIAMS COS INC

+$3.7M

356,536 +19%

清仓

IE IVANHOE ELECTRIC INC

-$3.6M

0 -100%

建仓

APH AMPHENOL CORP NEW

+$3.4M

27,740

建仓

HRI HERC HLDGS INC

+$3.3M

28,036

清仓

— CARNIVAL CORP

-$2.9M

0 -100%

清仓

IP INTERNATIONAL PAPER CO

-$2.9M

0 -100%

减持

MT ARCELORMITTAL SA LUXEMBOURG

-$2.8M

23,372 -80%

清仓

WY WEYERHAEUSER CO MTN BE

-$2.8M

0 -100%

减持

— SENSATA TECHNOLOGIES HLDG PL

-$2.7M

189,622 -33%

建仓

BKR BAKER HUGHES COMPANY

+$2.5M

50,849

减持

GM GENERAL MTRS CO

+$2.4M

450,119 -12%

减持

CAT CATERPILLAR INC

-$2.4M

65,454 -24%

减持

— LIBERTY GLOBAL LTD

+$2.3M

1,688,840 -1%

清仓

WH WYNDHAM HOTELS & RESORTS INC

-$2.3M

0 -100%

清仓

HLT HILTON WORLDWIDE HLDGS INC

-$2.1M

0 -100%

清仓

H HYATT HOTELS CORP

-$2.0M

0 -100%

清仓

— NORWEGIAN CRUISE LINE HLDG L

-$2.0M

0 -100%

建仓

ACDC PROFRAC HLDG CORP

+$2.0M

529,711

清仓

SEI SOLARIS ENERGY INFRAS INC

-$1.9M

0 -100%

减持

RBA RB GLOBAL INC

-$1.8M

138,730 -12%

减持

ALB ALBEMARLE CORP

-$1.6M

172,606 -31%

减持

CMI CUMMINS INC

+$1.6M

63,212 -18%

建仓

PONY PONY AI INC

+$1.5M

64,492

清仓

RDW REDWIRE CORPORATION

-$1.3M

0 -100%

减持

OSK OSHKOSH CORP

-$976.5K

136,369 -17%

建仓

CVX CHEVRON CORP NEW

+$967.6K

6,231

减持

KNTK KINETIK HOLDINGS INC

-$943.0K

90,230 -17%

清仓

DAL DELTA AIR LINES INC DEL

-$858.6K

0 -100%

清仓

UAL UNITED AIRLS HLDGS INC

-$827.6K

0 -100%

建仓

FIGR FIGURE TECHNOLOGY SOLUTIO

+$727.4K

20,000

建仓

IAG IAMGOLD CORP

+$517.2K

40,000

建仓

SLB SCHLUMBERGER LTD

+$362.7K

10,552

建仓

NVX NOVONIX LIMITED

+$160.6K

125,476

建仓

OPEN OPENDOOR TECHNOLOGIES INC

+$119.5K

15,000

建仓

FFAI FARADAY FUTURE INTLGT ELEC I

+$13.0K

10,000