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Covalis Capital Portfolio holdings

AUM $1.77B
1-Year Est. Return 26.68%
This Fund
S&P 500
This Quarter Est. Return
+6.44%
1 Year Est. Return
+26.68%
3 Year Est. Return
+37.9%
5 Year Est. Return
+23.2%
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$147M
Cap. Flow
+$106M
Cap. Flow %
5.96%
Top 10 Hldgs %
41.77%
Holding
175
New
52
Increased
20
Reduced
28
Closed
74

Top Buys

Rank Stock Value
1
AEE icon
Ameren
AEE
+$69.6M
2
AR icon
Antero Resources
AR
+$63M
3
PPL
PPL Corp
PPL
+$54.2M
4
LNG icon
Cheniere Energy
LNG
+$47M
5
AEP icon
American Electric Power
AEP
+$46.2M

Top Sells

Rank Stock Value
1
URI icon
United Rentals
URI
+$79M
2
ETN icon
Eaton
ETN
+$72.7M
3
WHR icon
Whirlpool
WHR
+$53.2M
4
CORZ icon
Core Scientific
CORZ
+$44.9M
5
RBA icon
RB Global
RBA
+$26M

Sector Composition

Rank Sector Weight
1 Utilities 32.59%
2 Energy 24.02%
3 Consumer Discretionary 14.63%
4 Industrials 12.58%
5 Technology 6.88%

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Covalis Capital's Q2 2026 Portfolio in Review

As of Q2 2026, Covalis Capital held 175 positions worth $1.77B, up 9% from $1.63B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Covalis Capital deployed $106M of net new capital in Q2 2026, opening 52 new positions and adding to 20 existing holdings. Its largest new stake was Ameren: 629,746 shares worth $71.2M.

By sector, the portfolio is most concentrated in Utilities at 33% of assets, up from 28% a quarter earlier, followed by Energy and Consumer Discretionary.

On the sell side, the largest reduction was Whirlpool, an estimated $53.2M trimmed.

  • Covalis Capital's largest Q2 2026 buy was Ameren: 629,746 shares worth $71.2M.
  • Covalis Capital added most to Antero Resources in Q2 2026, an estimated $63M increase.
  • Covalis Capital's biggest Q2 2026 reduction was Whirlpool, cutting an estimated $53.2M.
  • Covalis Capital fully exited United Rentals in Q2 2026, selling an estimated $79M.
  • Covalis Capital's ten largest holdings make up 42% of its $1.77B portfolio in Q2 2026.
  • Covalis Capital opened 52 new positions and closed 74 in Q2 2026.
  • Covalis Capital's portfolio value rose 9% quarter-over-quarter to $1.77B.

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