Covalis Capital LLP Purchases in Q1 2025

Covalis Capital LLP

  • $461 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TRP
Tc Energy Corp

Energy
455K
+ 549.72%
$44.29 - $49.27 $20.1M - $22.4M
538K $25.4M
CEG
Constellation Energy Corp

Utilities
101K
New
$201.63 - $347.44 $20.4M - $35.1M
101K $20.4M
DAN
Dana Inc

Consumer Cyclical
1.45M
New
$11.27 - $16.88 $16.4M - $24.5M
1.45M $19.4M
F
Ford Motor CO

Consumer Cyclical
1.58M
New
$9.12 - $10.43 $14.5M - $16.5M
1.58M $15.9M
URI
United Rentals, Inc.

Industrials
22.4K
New
$594.17 - $789.56 $13.3M - $17.7M
22.4K $14M
CMI
Cummins Inc

Industrials
41.5K
New
$312.92 - $386.07 $13M - $16M
41.5K $13M
LAD
Lithia Motors Inc

Consumer Cyclical
43K
New
$285.59 - $385.71 $12.3M - $16.6M
43K $12.6M
MTZ
Mastec Inc

Industrials
114K
+ 227.17%
$108.66 - $160.79 $12.4M - $18.3M
164K $19.2M
VC
Visteon Corp

Consumer Cyclical
124K
New
$77.62 - $90.68 $9.6M - $11.2M
124K $9.6M
DAR
Darling Ingredients Inc.

Consumer Defensive
328K
+ 110.79%
$28.51 - $41.85 $9.34M - $13.7M
623K $19.5M
WMB
Williams Companies, Inc.

Energy
114K
+ 128.79%
$54.02 - $61.09 $6.18M - $6.99M
203K $12.1M
DE
Deere & CO

Industrials
14.9K
New
$408.57 - $509.27 $6.07M - $7.56M
14.9K $6.97M
YPF
Ypf Sociedad Anonima

Energy
197K
New
$31.56 - $46.03 $6.22M - $9.07M
197K $6.91M
DTM
Dt Midstream, Inc.

Energy
57.6K
+ 51.4%
$86.95 - $113.75 $5.01M - $6.55M
170K $16.4M
TRGP
Targa Resources Corp.

Energy
25.4K
New
$178.44 - $217.22 $4.53M - $5.51M
25.4K $5.09M
CNQ
Canadian Natural Resources LTD

Energy
164K
New
$26.72 - $32.74 $4.38M - $5.37M
164K $5.05M
MGA
Magna International Inc

Consumer Cyclical
144K
New
$33.99 - $41.85 $4.89M - $6.03M
144K $4.89M
AZO
Autozone Inc

Consumer Cyclical
796
New
$3193.96 - $3828.11 $2.54M - $3.05M
796 $3.03M
AAL
American Airlines Group Inc.

Industrials
177K
New
N/A
177K $1.95M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
17.7K
New
$109.48 - $136.56 $1.94M - $2.42M
17.7K $1.95M
APH
Amphenol Corp

Technology
26K
New
$61.62 - $78.55 $1.6M - $2.04M
26K $1.71M
CCL
Carnival Corp

Consumer Cyclical
74.8K
New
$19.08 - $28.49 $1.43M - $2.13M
74.8K $1.46M
HNRG
Hallador Energy CO

Energy
98.5K
New
$8.6 - $13.39 $847K - $1.32M
98.5K $1.21M
KRP
Kimbell Royalty Partners, LP

Energy
75K
New
$13.35 - $16.45 $1M - $1.23M
75K $1.05M
MYRG
Myr Group Inc.

Industrials
7.83K
New
$106.08 - $157.33 $831K - $1.23M
7.83K $885K
WMG
Warner Music Group Corp.

Communication Services
12.6K
+ 7.25%
$29.3 - $36.3 $371K - $459K
187K $5.86M
WEC
Wec Energy Group, Inc.

Utilities
3.28K
New
$92.12 - $108.98 $302K - $358K
3.28K $357K
Bkv Corp
126K
+ 19.52%
N/A
769K $0
Ftai Aviation LTD
3.65K
New
N/A
3.65K $0
Ge Vernova Inc
27.8K
New
N/A
27.8K $0
Standardaero Inc
26.4K
New
N/A
26.4K $0
Smurfit Westrock PLC
195K
New
N/A
195K $0
Sailpoint Inc
40.5K
New
N/A
40.5K $0
Infinity Nat Res Inc
166K
New
N/A
166K $0
Kodiak Gas Svcs Inc
70.2K
+ 93.55%
N/A
145K $0
Activity Summary
Buys All Purchases 36 New Holdings 28 Increased Positions 8 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 4 Puts 0
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