Covalis (Gibraltar) Ltd

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Covalis (Gibraltar) Ltd reported 2 stock positions worth $10.1 million. Its top holding was Bloom Energy Class A (BE) at 57.9% of the portfolio, followed by XPLR Infrastructure (XIFR, 42.1%). Compared with Q4 2023, it opened 2 new positions and sold out of 3. The biggest buy was a new position in Bloom Energy Class A (BE) and the biggest sale an exit from TXNM Energy (TXNM).