Covalis (Gibraltar) Ltd

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Covalis (Gibraltar) Ltd reported 2 stock positions worth $27.1 million. Its top holding was P G & E (PCG) at 63.9% of the portfolio, followed by Core Scientific (CORZ, 36.1%). Compared with Q1 2026, it opened 1 new position, sold out of 1 and reduced 1. The biggest buy was a new position in P G & E (PCG) and the biggest sale Core Scientific (CORZ, shares −70%).