Clear Sky Advisers
Latest statistics and disclosures from Clear Sky Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RSG, WM, ACA, KEX, ANSS, and represent 19.59% of Clear Sky Advisers's stock portfolio.
- Added to shares of these 10 stocks: FLEX (+$6.2M), FCX (+$5.3M), ORA (+$5.1M), WPM, AY, TECK, VLTO, VRT, EAF, ASPN.
- Started 11 new stock positions in FLEX, STEM, WPM, VLTO, ORA, VRT, FCX, AY, EAF, ASPN. TECK.
- Reduced shares in these 10 stocks: EMR (-$7.0M), , HOG, , GT, WM, ARRY, MBLY, VST, STKL.
- Sold out of its positions in ARRY, EMR, GT, HOG, KAR, MBLY, VALE.
- Clear Sky Advisers was a net buyer of stock by $7.6M.
- Clear Sky Advisers has $214M in assets under management (AUM), dropping by 11.41%.
- Central Index Key (CIK): 0001887492
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Portfolio Holdings for Clear Sky Advisers
Clear Sky Advisers holds 54 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Republic Services (RSG) | 5.2 | $11M | -10% | 67k | 164.91 |
|
| Waste Management (WM) | 5.1 | $11M | -19% | 61k | 179.10 |
|
| Arcosa (ACA) | 3.2 | $6.8M | -3% | 82k | 82.64 |
|
| Kirby Corporation (KEX) | 3.1 | $6.6M | -2% | 84k | 78.48 |
|
| Ansys (ANSS) | 3.1 | $6.5M | -10% | 18k | 362.88 |
|
| Flex SHS (FLEX) | 2.9 | $6.2M | NEW | 202k | 30.46 |
|
| California Res Corp (CRC) | 2.9 | $6.1M | +44% | 112k | 54.68 |
|
| General Electric (GE) | 2.8 | $6.1M | -15% | 48k | 127.63 |
|
| Qualcomm (QCOM) | 2.6 | $5.6M | +31% | 39k | 144.63 |
|
| Taiwan Semiconductor Manufactu Adr (TSM) | 2.6 | $5.5M | +10% | 53k | 104.00 |
|
| Vistra Energy (VST) | 2.5 | $5.4M | -29% | 140k | 38.52 |
|
| Freeport-McMoRan Copper & Gold (FCX) | 2.5 | $5.3M | NEW | 125k | 42.57 |
|
| Itron (ITRI) | 2.5 | $5.3M | -9% | 70k | 75.51 |
|
| Ormat Technologies (ORA) | 2.4 | $5.1M | NEW | 68k | 75.79 |
|
| Cameco Corporation (CCJ) | 2.3 | $5.0M | -11% | 115k | 43.10 |
|
| Carlisle Companies (CSL) | 2.3 | $4.9M | +14% | 16k | 312.43 |
|
| CF Industries Holdings (CF) | 2.2 | $4.8M | +30% | 60k | 79.50 |
|
| Methanex Corp (MEOH) | 2.2 | $4.7M | +14% | 99k | 47.36 |
|
| Wheaton Precious Metals Corp (WPM) | 2.1 | $4.5M | NEW | 92k | 49.34 |
|
| Intel Corporation (INTC) | 2.1 | $4.5M | +10% | 90k | 50.25 |
|
| Ball Corporation (BALL) | 2.1 | $4.4M | -12% | 77k | 57.52 |
|
| Enerflex (EFXT) | 2.0 | $4.3M | +16% | 930k | 4.63 |
|
| Atlantica Sustainable Infrastr SHS (AY) | 2.0 | $4.2M | NEW | 197k | 21.50 |
|
| Teck Resources Ltd cl b (TECK) | 1.8 | $3.8M | NEW | 91k | 42.27 |
|
| Sociedad Quimica Y Minera De C Adr (SQM) | 1.7 | $3.6M | +8% | 60k | 60.22 |
|
| Ferroglobe SHS (GSM) | 1.7 | $3.6M | -11% | 550k | 6.51 |
|
| Green Plains Renewable Energy (GPRE) | 1.7 | $3.5M | +7% | 140k | 25.22 |
|
| Veralto Corp (VLTO) | 1.6 | $3.5M | NEW | 43k | 82.26 |
|
| Nextracker (NXT) | 1.6 | $3.4M | -9% | 73k | 46.85 |
|
| TETRA Technologies (TTI) | 1.6 | $3.4M | +60% | 750k | 4.52 |
|
| Nexgen Energy (NXE) | 1.6 | $3.3M | -22% | 475k | 7.00 |
|
| Stratasys SHS (SSYS) | 1.5 | $3.3M | -12% | 230k | 14.28 |
|
| Alcoa (AA) | 1.4 | $3.0M | -8% | 89k | 34.00 |
|
| First Solar (FSLR) | 1.4 | $3.0M | 18k | 172.28 |
|
|
| Canadian Solar (CSIQ) | 1.4 | $3.0M | -5% | 113k | 26.23 |
|
| Chart Industries (GTLS) | 1.4 | $2.9M | +40% | 22k | 136.33 |
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 1.2 | $2.6M | NEW | 55k | 48.03 |
|
| Albemarle Corporation (ALB) | 1.2 | $2.6M | -9% | 18k | 144.48 |
|
| Coherent Corp (COHR) | 1.1 | $2.4M | 56k | 43.53 |
|
|
| Graftech International (EAF) | 1.1 | $2.4M | NEW | 1.1M | 2.19 |
|
| Sunopta (STKL) | 1.1 | $2.4M | -45% | 439k | 5.47 |
|
| Infinera (INFN) | 1.1 | $2.3M | -17% | 476k | 4.75 |
|
| Aspen Aerogels (ASPN) | 1.0 | $2.2M | NEW | 139k | 15.78 |
|
| Shoals Technologies Group Cl A Ord (SHLS) | 1.0 | $2.1M | +27% | 136k | 15.54 |
|
| Altus Power (AMPS) | 1.0 | $2.1M | -17% | 305k | 6.83 |
|
| Pacific Ethanol (ALTO) | 1.0 | $2.1M | +69% | 779k | 2.66 |
|
| Rivian Automotive Inc Class A (RIVN) | 1.0 | $2.1M | 88k | 23.46 |
|
|
| Wolfspeed (WOLF) | 1.0 | $2.0M | +5% | 47k | 43.51 |
|
| Clean Energy Fuels (CLNE) | 0.9 | $2.0M | -34% | 512k | 3.83 |
|
| Net Power (NPWR) | 0.9 | $1.9M | +36% | 188k | 10.10 |
|
| Ameres (AMRC) | 0.8 | $1.7M | -22% | 53k | 31.67 |
|
| Innoviz Technologies SHS (INVZ) | 0.7 | $1.6M | -21% | 619k | 2.53 |
|
| Stem (STEM) | 0.6 | $1.3M | NEW | 343k | 3.88 |
|
| Eos Energy Enterprises Inc Com Cl A (EOSE) | 0.4 | $856k | +141% | 786k | 1.09 |
|
Past Filings by Clear Sky Advisers
SEC 13F filings are viewable for Clear Sky Advisers going back to 2022
- Clear Sky Advisers 2023 Q4 filed Feb. 9, 2024
- Clear Sky Advisers 2023 Q3 filed Nov. 14, 2023
- Clear Sky Advisers 2023 Q2 filed Aug. 14, 2023
- Clear Sky Advisers 2023 Q1 filed May 15, 2023
- Clear Sky Advisers 2022 Q4 filed Feb. 14, 2023
- Clear Sky Advisers 2022 Q3 filed Nov. 14, 2022
- Clear Sky Advisers 2022 Q2 filed Aug. 15, 2022
- Clear Sky Advisers 2022 Q1 filed May 16, 2022