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News + Filings
Holdings

Arosa Capital Management LP

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
Enviva Inc. EVACommon1,050,0001,050,00011,392,500,00011,392,500,0002.88  Hist 06/30/2023
Baker Hughes Co BHGECOM350,000350,00011,063,500,00011,063,500,0002.80  Hist 06/30/2023
OCCIDENTAL PETROLEUM CORP /DE/ OXYCommon179,500179,50010,554,600,00010,554,600,0002.670.02 Hist 06/30/2023
BELDEN INC. BDCCommon110,300110,30010,550,195,00010,550,195,0002.670.26 Hist 06/30/2023
DAQO NEW ENERGY CORP. DQCommon255,000255,00010,123,500,00010,123,500,0002.56  Hist 06/30/2023
Permian Resources Corp PRCommon452,000452,0004,953,920,0004,953,920,0001.250.08 Hist 06/30/2023
EMERSON ELECTRIC CO EMRCommon47,00047,0004,248,330,0004,248,330,0001.080.01 Hist 06/30/2023
Coterra Energy Inc. COGCommon150,000150,0003,795,000,0003,795,000,0000.960.02 Hist 06/30/2023
UNITED RENTALS, INC. URICommon8,0008,0003,562,960,0003,562,960,0000.900.01 Hist 06/30/2023
PENSKE AUTOMOTIVE GROUP, INC. PAGCommon21,00021,0003,499,230,0003,499,230,0000.890.03 Hist 06/30/2023
Bloom Energy Corp BECommon200,000200,0003,270,000,0003,270,000,0000.83  Hist 06/30/2023
SOUTHWESTERN ENERGY CO SWNCommon451,800451,8002,715,318,0002,715,318,0000.690.04 Hist 06/30/2023
SONIC AUTOMOTIVE INC SAHCL A25,10025,1001,196,517,0001,196,517,0000.30  Hist 06/30/2023
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