Position in AR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$92,592,810
+$53,386,399 QoQ
Shares Held
2,634,969
+185.2% QoQ
Ownership
0.857%
of shares outstanding
% of Portfolio
5.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Covalis Capital LLP holds $229,042,088 across 6 Oil & Gas E&P names. AR ranks #1 (40.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AR |
ANTERO RESOURCES Corp
This page
|
2,634,969 | $92,592,810 | |
| 2 | EQT |
EQT Corp
|
956,598 | $50,862,315 | |
| 3 | BKV |
BKV Corp
|
1,414,178 | $38,691,910 | |
| 4 | APA |
APA Corp
|
1,006,739 | $32,789,489 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
|
270,898 | $13,157,515 | |
| 6 | MUR |
Murphy Oil Corp
|
29,117 | $948,049 |
All Filings in AR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,592,810 | 2,634,969 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $39,206,411 | 923,808 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,923,764 | 433,075 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||