Covalis Capital LLP

Position in XE — X-Energy, Inc.

CIK 1698819 LONDON, X0

Position in XE

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

Position Value

$5,529,756

New position

Shares Held

301,185

first reported quarter

Ownership

0.074%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#51

of 185 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 $65,284,385 across 4 Specialty Industrial Machinery names. XE ranks #3 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GNRC	Generac Holdings Inc.	100,729	$29,494,458
2	INIO	Innio N.V.	712,960	$28,197,568
3	XE	X-Energy, Inc. This page	301,185	$5,529,756
4	CMI	Cummins Inc	2,892	$2,062,603

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,529,756	301,185	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.