Discovery Capital Management’s Sunnova Energy NOVA Stock Holding History

Discovery Capital Management’s Portfolio NOVA Stock Details NOVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-318,675	Closed	-$7.04M	–	63
2022 Q3	$7.04M	Buy	+318,675	New	+$7.73M	1.05%	23
2021 Q1	–	Sell	-88,156	Closed	-$3.98M	–	80
2020 Q4	$3.98M	Buy	+88,156	New	+$3.06M	0.49%	36

Other funds holding NOVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

Newlight Partners New York $3.9M AUM 96.05% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Discovery Capital Management's NOVA Position: Q4 2022 in Review

Discovery Capital Management sold out of Sunnova Energy (NOVA) in Q4 2022, closing a stake of 318,675 shares — an estimated $7.04M sold.

Discovery Capital Management first reported a position in NOVA in Q4 2020 and held it in 2 quarters. The position peaked at $7.04M in Q3 2022. 241 funds tracked by Wall St. Rank hold NOVA as of Q4 2022.

Discovery Capital Management reported no remaining Sunnova Energy position as of Q4 2022 after selling out during the quarter.
Discovery Capital Management sold 318,675 Sunnova Energy shares in Q4 2022, an estimated $7.04M.
Discovery Capital Management first reported a position in Sunnova Energy in Q4 2020 and held it in 2 quarters.
Discovery Capital Management's Sunnova Energy position peaked at $7.04M in Q3 2022.
241 funds tracked by Wall St. Rank held Sunnova Energy as of Q4 2022.

Based on Discovery Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.