Covalis Capital LLP - Q42025 Holdings

Covalis Capital LLP holds 75 stocks with a total portfolio value of $ 1.42B as of Q42025. In Q42025, Covalis Capital LLP added 48 new positions, increased stakes in 14 stocks, reduced 12 holdings, and fully exited 27 positions. The largest holding is Pg&E Corp (PCG), representing 11.17% of the total portfolio.