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Covalis (Gibraltar) Ltd

Q4 2025 · Filed 2026-02-17
Market Value
$71M
+129.8%
Holdings
6
+1
New Purchases
2
Added To
1
Closed
3
Reduced
0
Top 10 Concentration
100.0%
Turnover
83.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CORZ 42.69% 0.00% +42.69% $30M
WULF 15.22% 0.00% +15.22% $11M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ALB 0.00% 21.80% -21.80% $0
PCG 42.10% 61.70% -19.60% $30M
EIX 0.00% 12.45% -12.45% $0
ETN 0.00% 4.05% -4.05% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 5 $41M 57.3%
Mid Cap 1 $30M 42.7%

Portfolio Analytics

Avg Market Cap
$42.5B
Median Market Cap
$23.8B
Avg P/E
19.2
Median P/E
12.3
Avg Dividend Yield
0.01%
Avg Beta
2.22
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CORZ 42.69% 2,080,550 $30M $14.56 +2,080,550 NEW
2 PCG 42.10% 1,859,039 $30M $16.07 $11M +595,379 +47.1%
3 WULF 15.22% 939,911 $11M $11.49 +939,911 NEW
4 ALB —% -$7M -83,042 -100.0% SOLD
5 EIX —% -$4M -69,578 -100.0% SOLD
6 ETN —% -$1M -3,343 -100.0% SOLD

Options Breakdown

1 Calls $31M Call Value 1 Puts $24M Put Value 0.78 P/C Ratio

Top Calls

SymbolSharesValueStatus
CORZ 2,101,700 $31M NEW

Top Puts

SymbolSharesValueStatus
GLXY 1,069,900 $24M NEW

New Positions

SymbolValue% Port
CORZ $30M 42.69%
WULF $11M 15.22%

Sold Out Positions

SymbolValue% Port
ALB —%
EIX —%
ETN —%
View SEC EDGAR Filings for Covalis (Gibraltar) Ltd →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms