Covalis Capital LLP

Position in DPC — DPC Holdings Ltd

CIK 1698819 LONDON, X0

Position in DPC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$5,396,600

New position

Shares Held

110,000

first reported quarter

Ownership

0.074%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#83

of 143 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Covalis Capital LLP holds $36,197,380 across 4 Aerospace & Defense names. DPC ranks #2 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPCX	Space Exploration Technologies Corp	155,000	$26,483,300
2	DPC	DPC Holdings Ltd This page	110,000	$5,396,600
3	SARO	StandardAero, Inc.	100,000	$2,991,000
4	HONA	Honeywell Aerospace Inc.	6,000	$1,326,480

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,396,600	110,000	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.