Covalis (Gibraltar) Ltd

CIK 1876826 · View on SEC EDGAR ↗

Portfolio value
$27.1M
#8,866 of 9,443 by 13F value · top 93.9%
Positions
2
As of
June 30, 2026

Portfolio value QoQ: +20.2% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
2
Effective number of positions
1.9

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 69.76% Est. buys $17,314,273 · sells $26,386,367

Median holding: 1.0 quarters Tracked Q2 2025–Q2 2026 · 18.2% still held

New positions
1
Increased
0
Decreased
1
Closed
1
On this page

Performance vs S&P 500

Tracked Q2 2025–Q2 2026
+171.0%
S&P 500 total return (same window)
+21.7%
Excess return
+149.4%

Annualized: +171.0% · S&P 500: +21.7%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 30.2%

Sector breakdown

Utilities
63.9%
Technology
36.1%

Full portfolio 2 positions

Type Streak 8Q trend
PCG Pacific Gas & Electric Co. Common Stock $17,314,273 63.89% 1,029,386
CORZ Core Scientific, Inc. - Common Stock $9,784,772 36.11% 382,367 $-9,402,909 Down ×2

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
PCG $17,314,273 1,029,386 63.89%

Top movers (QoQ)

Security Action Shares Δ Value Δ
CORZ Trimmed -900K -$9.4M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
PCG March 31, 2026 1,859,039 $29,874,757 2.1%
GLXY March 31, 2026 1,069,900 $23,922,964 9.9%
WULF March 31, 2026 939,911 $10,799,577 3.4%
ALB Dec. 31, 2025 83,042 $6,733,045 -6.7%
EIX Dec. 31, 2025 69,578 $3,846,272 23.8%
APLD June 30, 2026 141,088 $3,349,429 -28.1%
BE Sept. 30, 2025 55,031 $1,316,342 138.0%
ETN Dec. 31, 2025 3,343 $1,251,118 31.3%