13F Filings History of Arosa Capital Management LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$155,867,368
Signature - Title
Daniel Radden - COO/GC/CCO
Location
Miami Beach, FL
Summary
This page shows a list of all the recent 13F filings made by Arosa Capital Management LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Arosa Capital Management LP reported 54 stock holdings with total value $155,867,368 as of Q4 2025. Top holdings included VICR, ORA, BE, WMB, and ETN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 54 $155,867,368 +$125,086,499 -$33,534,387 +$91,552,112 VICR, ORA, BE, WMB, ETN 13F-HR 17 Feb 2026, 10:29
Q3 2025 44 $65,018,444 +$26,733,977 -$125,141,239 -$98,407,262 NXPI, CEG, RACE, CCJ, BWXT 13F-HR 14 Nov 2025, 14:55
Q2 2025 39 $136,992,303 +$65,711,019 -$127,918,936 -$62,207,917 CCJ, CTRI, HOND, ECG, AMTM 13F-HR 14 Aug 2025, 16:19
Q1 2025 34 $150,698,956 +$59,635,374 -$44,416,570 +$15,218,804 GEV, CCJ, MIR, MTZ, FSLR 13F-HR 15 May 2025, 14:08
Q4 2024 33 $152,125,368 +$78,829,364 -$81,646,288 -$2,816,924 GEV, CCJ, PRIM, ETN, FSLR 13F-HR 14 Feb 2025, 13:48
Q3 2024 29 $142,975,577 +$35,560,200 -$37,471,253 -$1,911,053 GEV, NXT, CLNE, FSLR, CWEN 13F-HR 14 Nov 2024, 14:14
Q2 2024 0 $0 $0 $0 $0 New Holdings 15 Oct 2024, 13:32
Q2 2024 29 $128,218,527 +$48,801,007 -$62,648,307 -$13,847,300 GEV, ENS, CLNE, PWR, CWEN 13F-HR 14 Aug 2024, 13:52
Q1 2024 32 $147,070,764 +$62,409,865 -$79,915,237 -$17,505,372 NVT, SHLS, CLNE, PWR, PRIM 13F-HR 15 May 2024, 13:46
Q4 2023 25 $159,596,765 +$58,152,173 -$150,295,202 -$92,143,029 ENPH, FSLR, SEDG, NVT, ARRY 13F-HR 14 Feb 2024, 12:57
Q3 2023 44 $245,081,981 +$69,324,629 -$136,861,584 -$67,536,955 CLNE, MTZ, BDC, SHLS, FSLR 13F-HR 14 Nov 2023, 10:22
Q2 2023 43 $340,944,582 +$138,296,647 -$134,005,095 +$4,291,552 MTZ, SEDG, FSLR, NXT, CLNE 13F-HR 14 Aug 2023, 09:36
Q1 2023 46 $327,281,734 +$148,239,627 -$169,925,642 -$21,686,015 SEDG, SHLS, MAXN, MTZ, NXT 13F-HR 15 May 2023, 10:47
Q4 2022 49 $327,204,290 +$163,573,235 -$124,141,541 +$39,431,694 SEDG, FSLR, ICLN, ARRY, GTLS 13F-HR 14 Feb 2023, 11:17
Q3 2022 45 $280,357,000 +$173,682,664 -$125,462,779 +$48,219,885 FSLR, RUN, ARRY, COP, TPIC 13F-HR 14 Nov 2022, 11:17
Q2 2022 48 $218,849,000 +$121,657,871 -$163,965,842 -$42,307,971 LFG, SUNRUN INC, EQNR, OVV, CWEN 13F-HR 15 Aug 2022, 14:54
Q1 2022 52 $289,030,000 +$217,053,563 -$175,069,921 +$41,983,642 CLH, OXY, XOM, ALB, LFG 13F-HR 16 May 2022, 10:04
Q4 2021 54 $240,536,000 +$113,200,135 -$125,948,314 -$12,748,179 COP, GM, CVX, ELMSQ, LFG 13F-HR 14 Feb 2022, 12:17
Q3 2021 58 $246,845,000 +$123,015,701 -$119,831,825 +$3,183,876 VEI, CVX, VLO, FSLR, CAT 13F-HR 12 Nov 2021, 17:25
Q2 2021 55 $247,888,000 +$103,547,316 -$131,866,891 -$28,319,575 PDAC, BG, PXD, CVA, DAR 13F-HR 16 Aug 2021, 13:33
Q1 2021 53 $255,625,000 +$92,056,518 -$199,830,290 -$107,773,772 BG, AMRC, PXD, WLDN, GREEN PLAINS INC 13F-HR 17 May 2021, 09:46
Q4 2020 58 $336,461,000 +$150,577,254 -$293,398,834 -$142,821,580 BG, WLDN, DAR, MGA, EQNR 13F-HR 12 Feb 2021, 16:54
Q3 2020 53 $368,361,000 +$230,506,304 -$225,861,136 +$4,645,168 WKHS, DAR, NOVA, GNRC, ENPH 13F-HR 13 Nov 2020, 14:15
Q2 2020 46 $332,964,000 +$106,676,228 -$190,029,382 -$83,353,154 GNRC, VSLR, REGI, PXD, CAT 13F-HR 14 Aug 2020, 08:36
Q1 2020 50 $310,614,000 +$221,964,492 -$154,501,112 +$67,463,380 RUN, COP, GNRC, CAT, CTRA 13F-HR 15 May 2020, 08:02
Q4 2019 44 $339,971,000 +$96,593,727 -$184,025,233 -$87,431,506 REGI, SU, COP, WHD, VSLR 13F-HR 14 Feb 2020, 09:03
Q3 2019 44 $397,105,000 +$166,827,794 -$125,080,806 +$41,746,988 REGI, RUN, COP, SU, RDSA 13F-HR 14 Nov 2019, 08:45
Q2 2019 42 $390,951,000 +$142,947,743 -$144,516,637 -$1,568,894 COP, GTLS, FTI, TPIC, FSLR 13F-HR 14 Aug 2019, 08:59
Q1 2019 44 $395,473,000 +$166,949,454 -$107,054,224 +$59,895,230 COP, APC, FTI, WHD, CVX 13F-HR 15 May 2019, 09:14
Q4 2018 46 $295,384,000 +$156,264,985 -$209,085,839 -$52,820,854 GTLS, SU, COP, FANG, KEX 13F-HR 14 Feb 2019, 11:40
Q3 2018 47 $429,082,000 +$160,604,454 -$266,573,136 -$105,968,682 COP, FTI, SU, HP, MRO 13F-HR 14 Nov 2018, 09:54
Q2 2018 55 $519,249,000 +$189,986,893 -$359,465,042 -$169,478,149 APC, SU, OXY, HES, FTI 13F-HR 14 Aug 2018, 09:14
Q1 2018 48 $621,243,000 +$344,417,833 -$226,958,041 +$117,459,792 TS, HP, SU, FANG, SLB 13F-HR 15 May 2018, 09:51
Q4 2017 47 $515,986,000 +$211,070,801 -$297,952,422 -$86,881,621 PUMP, SU, RES, COP, EOG 13F-HR 14 Feb 2018, 09:28
Q3 2017 50 $560,133,000 +$238,817,753 -$296,337,578 -$57,519,825 HAL, CJ, XOM, CNQ, COP 13F-HR 14 Nov 2017, 08:37
Q2 2017 37 $602,017,000 +$208,458,703 -$195,081,197 +$13,377,506 CJ, PE, HAL, FANG, EOG 13F-HR 14 Aug 2017, 10:23
Q1 2017 37 $665,116,000 +$350,916,023 -$255,986,770 +$94,929,253 CJ, HAL, PE, FMSA, FANG 13F-HR 12 May 2017, 09:48
Q4 2016 29 $619,683,000 +$250,472,573 -$231,226,787 +$19,245,786 FMSA, HAL, FANG, EGN, RSPP 13F-HR 14 Feb 2017, 12:04
Q3 2016 32 $563,443,000 +$347,621,792 -$258,979,127 +$88,642,665 HAL, NOV, FANG, EGN, HP 13F-HR 14 Nov 2016, 11:52
Q2 2016 36 $470,216,000 +$290,626,935 -$580,863,571 -$290,236,636 HAL, HP, BHI, XOM, APA 13F-HR 15 Aug 2016, 09:28
Q1 2016 42 $691,283,000 +$366,218,523 -$352,939,279 +$13,279,244 OXY, HAL, SLCA, DVN, DOFSQ 13F-HR 16 May 2016, 09:33
Q4 2015 41 $686,032,000 +$279,735,563 -$260,140,949 +$19,594,614 FTI, OXY, DVN, RIG, EOG 13F-HR 16 Feb 2016, 10:29
Q3 2015 34 $656,952,000 +$401,008,330 -$178,148,618 +$222,859,712 BHI, FTI, EOG, OXY, PE 13F-HR 13 Nov 2015, 14:38
Q2 2015 39 $510,921,000 +$272,627,327 -$215,914,894 +$56,712,433 FTI, CAM, EOG, OXY, BHI 13F-HR 13 Aug 2015, 13:56
Q1 2015 38 $439,399,000 +$255,798,950 -$107,994,502 +$147,804,448 PTEN, BHI, NBL, PE, PXD 13F-HR 13 May 2015, 13:19
Q4 2014 34 $284,832,000 $0 $0 $0 BHI, RDC, APC, EQT, SU 13F-HR 10 Feb 2015, 14:15