CC
MWH

Covalis Capital’s SOLV Energy Inc MWH Stock Holding History

Covalis Capital’s Portfolio MWH Stock Details MWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.6M Sell
400,000
-297,110
-43% -$10.8M 0.77% 39
2026
Q1 		$20.9M Buy
+697,110
New +$20.7M 1.29% 22

Other funds holding MWH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Covalis Capital's MWH Position: Q2 2026 in Review

Covalis Capital reduced its SOLV Energy Inc (MWH) stake by 43% in Q2 2026, selling an estimated $10.8M and leaving 400,000 shares worth $13.6M. The position accounts for 0.77% of the portfolio, ranked #39.

Covalis Capital first reported a position in MWH in Q1 2026 and has held it in 2 quarters since. The position peaked at $20.9M in Q1 2026. 158 funds tracked by Wall St. Rank hold MWH as of Q2 2026.

  • Covalis Capital held 400,000 shares of SOLV Energy Inc worth $13.6M as of Q2 2026.
  • Covalis Capital sold 297,110 SOLV Energy Inc shares in Q2 2026, an estimated $10.8M.
  • SOLV Energy Inc made up 0.77% of Covalis Capital's portfolio in Q2 2026, its #39 holding.
  • Covalis Capital first reported a position in SOLV Energy Inc in Q1 2026 and has held it in 2 quarters since.
  • Covalis Capital's SOLV Energy Inc position peaked at $20.9M in Q1 2026.
  • 158 funds tracked by Wall St. Rank held SOLV Energy Inc as of Q2 2026.

Based on Covalis Capital's 13F filing for Q2 2026, filed 13 Aug 2026.