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| Name: |
Arosa Capital Management LP |
| City: |
NY |
| State: |
NY |
| Zip: |
10036 |
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data |
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| Holdings
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8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MYRG |
Myr Group Inc |
7 |
New |
$139.78 |
$6,186,000 |
35,000 |
4.17% |
6,186,000 |
35,000 |
0.209 |
Heavy Construction |
|
|
FLNC |
Fluence Energy, Inc. |
9 |
New |
$20.26 |
$6,069,000 |
350,000 |
4.09% |
6,069,000 |
350,000 |
0.301 |
N/A |
|
|
NEP |
Nextera Energy Partners, Lp |
13 |
New |
$28.06 |
$5,264,000 |
175,000 |
3.55% |
5,264,000 |
175,000 |
0.202 |
N/A |
|
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GNRC |
Generac Holdings Inc. |
16 |
New |
$138.88 |
$4,415,000 |
35,000 |
2.98% |
4,415,000 |
35,000 |
0.056 |
Electronic Equipment |
|
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CLH |
Clean Harbors Inc |
18 |
New |
$226.94 |
$4,026,000 |
20,000 |
2.72% |
4,026,000 |
20,000 |
0.036 |
Waste Management |
|
|
GM |
General Motors Co |
25 |
New |
$42.66 |
$2,449,000 |
54,000 |
1.65% |
2,449,000 |
54,000 |
0.004 |
Auto Manufacturers |
|
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VLO |
Valero Energy Corp |
28 |
New |
$149.94 |
$1,912,000 |
11,200 |
1.29% |
1,912,000 |
11,200 |
0.003 |
Oil & Gas Refining, P... |
|
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CVX |
Chevron Corp |
32 |
New |
$153.33 |
$631,000 |
4,000 |
0.43% |
631,000 |
4,000 |
0 |
Integrated Oil & Gas |
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