Arosa Capital Management LP In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Arosa Capital Management LP reported 31 stock positions worth $147.1 million . Its top holding was Nvent Electric (NVT) at 9.6% of the portfolio, followed by Shoals Technologies Group -A (SHLS, 6.6% ) and Clean Energy Fuels (CLNE, 5.9% ). Compared with Q4 2023, it opened 14 new positions, sold out of 7, added to 8 and reduced 9. The biggest buy was a new position in MYR Group Inc./Delaware (MYRG) and the biggest sale an exit from Solaredge Technologies (SEDG).
Location MIAMI BEACH, FL
CIK 0001596053
Portfolio Value $147.1M (Q1 2024) Holdings 31 stocks · $147.1M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2023 NVT Nvent Electric PLC 186,600 $14.1M Reduce -5.7% SHLS Shoals Technologies Group -A 871,100 $9.7M Add +34.7% CLNE Clean Energy Fuels Corp. 3,211,189 $8.6M Add +20.0% PWR Quanta Services Inc. 31,900 $8.3M Reduce -22.2% PRIM Primoris Services Corp. 164,500 $7.0M Add +6.4% ATKR Atkore Inc. 36,500 $6.9M Add +75.5% MYRG MYR Group Inc./Delaware 35,000 $6.2M New ENS Enersys 65,000 $6.1M New FLNC Fluence Energy Inc. 350,000 $6.1M New FSLR First Solar Inc. 35,400 $6.0M Reduce -64.2% RUN Sunrun Inc. 408,000 $5.4M New ENPH Enphase Energy Inc. 43,700 $5.3M Reduce -67.6% XIFR XPLR Infrastructure LP filed as NEXTERA ENERGY PARTNERS LP 175,000 $5.3M New CWEN Clearway Energy Inc. Class C 219,673 $5.1M Add +46.4% ITRI Itron Inc. 47,972 $4.4M Reduce -65.5% GNRC Generac Holdings Inc. 35,000 $4.4M New VNOM Viper Energy Inc. 106,000 $4.1M Add +6.0% CLH Clean Harbors Inc. 20,000 $4.0M New NXT Nextpower Inc. filed as NEXTRACKER INC 65,001 $3.7M New AMRC Ameresco Inc. Class A 141,365 $3.4M New PR Permian Resources Corp. Class A 184,000 $3.2M Add +15.0% WCN Waste Connections Inc. 17,900 $3.1M Add +6.5% CNQ Canadian Natural Resources 35,000 $2.7M Reduce -20.4% NXPI NXP Semiconductors NV 10,200 $2.5M Reduce -25.0% GM General Motors Co. 54,000 $2.4M New EQT Eqt Corp. 64,000 $2.4M New AR Antero Resources Corp. 66,000 $1.9M Reduce -22.4% VLO Valero Energy Corp. 11,200 $1.9M New RACE Ferrari NV 3,500 $1.5M Reduce -62.8% TE T1 Energy Inc. filed as FREYR BATTERY INC 416,436 $700K New CVX Chevron Corp. 4,000 $631K New
Options reported separately and not counted above: TAN calls ($13.6M), ICLN puts ($4.2M), SHLS calls ($3.4M).
Other holdings (1): bonds, preferreds, convertibles and warrants · $1.2M (not counted above) Security Class Shares / Principal Value Change NPWR.WS Rice Acquisition Corp. II-CW *W EXP 06/08/202 106,249 $1.2M No change
Total filed on the 13F, all lines: $148.3M.
Portfolio Sells Q4 2023 → Q1 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ SEDG Solaredge Technologies Inc. Sold out 0.00% −8.30 ENPH Enphase Energy Inc. Reduce -67.6% 3.59% −7.58 ARRY Array Technologies Inc. Sold out 0.00% −7.00 FSLR First Solar Inc. Reduce -64.2% 4.06% −6.62 SUNRUN INC (RUN 0 02/01/26) Sold out 0.00% −3.90 ITRI Itron Inc. Reduce -65.5% 3.02% −3.55 AY Atlantica Sustainable Infras Sold out 0.00% −2.93 XOM Exxon Mobil Corp. Sold out 0.00% −1.88 GPI Group 1 Automotive Inc. Sold out 0.00% −1.30 RACE Ferrari NV Reduce -62.8% 1.04% −0.96 TT Trane Technologies PLC Sold out 0.00% −0.92 NXPI NXP Semiconductors NV Reduce -25.0% 1.72% −0.24 CNQ Canadian Natural Resources Reduce -20.4% 1.82% +0.01 PWR Quanta Services Inc. Reduce -22.2% 5.64% +0.09 AR Antero Resources Corp. Reduce -22.4% 1.30% +0.09 NVT Nvent Electric PLC Reduce -5.7% 9.57% +2.24
Portfolio Buys Q4 2023 → Q1 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▼ MYRG MYR Group Inc./Delaware New 4.21% +4.21 ENS Enersys New 4.17% +4.17 FLNC Fluence Energy Inc. New 4.13% +4.13 RUN Sunrun Inc. New 3.66% +3.66 XIFR XPLR Infrastructure LP New 3.58% +3.58 GNRC Generac Holdings Inc. New 3.00% +3.00 CLH Clean Harbors Inc. New 2.74% +2.74 ATKR Atkore Inc. Add +75.5% 4.72% +2.64 NXT Nextpower Inc. New 2.49% +2.49 AMRC Ameresco Inc. Class A New 2.32% +2.32 GM General Motors Co. New 1.67% +1.67 EQT Eqt Corp. New 1.61% +1.61 PRIM Primoris Services Corp. Add +6.4% 4.76% +1.54 VLO Valero Energy Corp. New 1.30% +1.30 CWEN Clearway Energy Inc. Class C Add +46.4% 3.44% +0.86 PR Permian Resources Corp. Class A Add +15.0% 2.21% +0.85 VNOM Viper Energy Inc. Add +6.0% 2.77% +0.81 WCN Waste Connections Inc. Add +6.5% 2.09% +0.52 TE T1 Energy Inc. New 0.48% +0.48 CVX Chevron Corp. New 0.43% +0.43 SHLS Shoals Technologies Group -A Add +34.7% 6.62% +0.33 CLNE Clean Energy Fuels Corp. Add +20.0% 5.85% −0.57
Options Activity Q4 2023 → Q1 2024 Security Type Change vs Q4 2023 Underlying Shares Value ▼ TAN Invesco Solar ETF call Reduce -40.0% 300,000 $13.6M RUN Sunrun Inc. call Sold out 500,000 $9.8Mbefore exit SEDG Solaredge Technologies Inc. call Sold out 100,000 $9.4Mbefore exit ICLN iShares Global Clean Energy put Reduce -70.0% 300,000 $4.2M SHLS Shoals Technologies Group -A call New 300,000 $3.4M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 19 $113.4M VICR, MPWR, POWI, Q, WMB Q1 2026 46 $152.1M VICR, ECG, BW, CCJ, NXT Q4 2025 52 $155.2M VICR, ORA, BE, WMB, ETN Q3 2025 41 $61.6M NXPI, CEG, RACE, CCJ, BWXT Q2 2025 37 $135.9M CCJ, CTRI, IMSR, ECG, AMTM Q1 2025 33 $150.7M GEV, CCJ, MIR, MTZ, FSLR Q4 2024 31 $150.2M GEV, CCJ, PRIM, ETN, FSLR Q3 2024 27 $141.0M GEV, NXT, CLNE, FSLR, CWEN Q2 2024 Amended 28 $128.2M GEV, ENS, CLNE, PWR, CWEN Q1 2024 31 $147.1M NVT, SHLS, CLNE, PWR, PRIM