Covalis Capital LLP

Position in MDU — Mdu Resources Group Inc

CIK 1698819 LONDON, X0

Position in MDU

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,144,000

-$5,616,000 QoQ

Shares Held

200,000

-60.0% QoQ

Ownership

0.096%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Mar 31, 2026

Covalis Capital LLP holds $133,480,765 across 5 Utilities - Regulated Gas names. MDU ranks #3 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BKH	Black Hills Corp /Sd/	1,752,846	$121,665,040
2	UGI	Ugi Corp /Pa/	131,716	$4,797,096
3	MDU	Mdu Resources Group Inc This page	200,000	$4,144,000
4	SWX	Southwest Gas Holdings, Inc.	18,626	$1,618,599
5	CTRI	Centuri Holdings, Inc.	43,000	$1,256,030

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,144,000	200,000	-60.0%	Shares	Sole	2026-05-15
2025-12-31	$9,760,000	500,000	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.