Latest Clear Sky Advisers, LLC Stock Portfolio
$213Million
About Clear Sky Advisers, LLC and 13F Hedge Fund Stock Holdings
Clear Sky Advisers, LLC is a hedge fund based in Houston, TX. On 2024-02-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Clear Sky Advisers, LLC reported an equity portfolio of $213.8 Millions as of 31 Dec, 2023. <br><br> The top stock holdings of Clear Sky Advisers, LLC are RSG, WM, ACA. The fund has invested 5.2% of it's portfolio in REPUBLIC SERVICES INC and 5.1% of portfolio in WASTE MANAGEMENT INC. <br><br> The fund managers got completely rid off EMERSON ELECTRIC CO (EMR), OPENLANE INC (KAR) and HARLEY-DAVIDSON INC (HOG) stocks. They significantly reduced their stock positions in SUNOPTA INC (STKL), CLEAN ENERGY FUELS CORP (CLNE) and VISTRA CORP (VST). Clear Sky Advisers, LLC opened new stock positions in FLEX LTD (FLEX), FREEPORT-MCMORAN INC (FCX) and ORMAT TECHNOLOGIES INC (ORA). The fund showed a lot of confidence in some stocks as they added substantially to EOS ENERGY ENTERPRISES INC (EOSE), ALTO INGREDIENTS INC (ALTO) and TETRA TECHNOLOGIES INC (TTI).
Clear Sky Advisers, LLC Equity Portfolio Value
Last Reported on: 09 Feb, 2024
$213Million
as of Feb 09, 2024New Buys
| Ticker | $ Bought |
|---|---|
| flex ltd | 6,161,880 |
| freeport-mcmoran inc | 5,334,110 |
| ormat technologies inc | 5,130,150 |
| wheaton precious metals corp | 4,527,490 |
| atlantica sustainable infrastr | 4,238,900 |
| teck resources ltd | 3,824,170 |
| veralto corp | 3,525,340 |
| vertiv holdings co | 2,625,220 |
New stocks bought by Clear Sky Advisers, LLC
Additions
| Ticker | % Inc. |
|---|---|
| eos energy enterprises inc | 141 |
| alto ingredients inc | 70.00 |
| tetra technologies inc | 60.39 |
| california resources corp | 44.29 |
| chart industries inc | 40.8 |
| net power inc | 36.6 |
| qualcomm inc | 31.71 |
| cf industries holdings inc | 30.19 |
Additions to existing portfolio by Clear Sky Advisers, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| sunopta inc | -45.49 |
| clean energy fuels corp | -34.35 |
| vistra corp | -29.03 |
| ameresco inc | -22.81 |
| nexgen energy ltd | -22.33 |
| innoviz technologies ltd | -21.9 |
| waste management inc | -19.6 |
| altus power inc | -17.87 |
Clear Sky Advisers, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| openlane inc | -4,574,830 |
| vale sa | -3,770,520 |
| goodyear tire & rubber co/the | -3,138,580 |
| array technologies inc | -2,665,350 |
| harley-davidson inc | -3,920,290 |
| emerson electric co | -7,016,200 |
| mobileye global inc | -2,624,380 |
Clear Sky Advisers, LLC got rid off the above stocks
Clear Sky Advisers, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Clear Sky Advisers, LLC
$213.83MTotal Value
61.00Positions
09 Feb, 2024Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Alcoa Corp Clear Sky Advisers, LLC's holding in Alcoa Corp over time | 1.42% | 89,109 | $3.03M 1.42% | 8.64%decreased 8.64 percentreduced | |
 Arcosa Inc Arcosa IncACA Clear Sky Advisers, LLC's holding in Arcosa Inc over time | 3.19% | 82,444 | $6.81M 3.19% | 3.12%decreased 3.12 percentreduced | |
 Albemarle Corp Clear Sky Advisers, LLC's holding in Albemarle Corp over time | 1.22% | 18,000 | $2.60M 1.22% | 9.82%decreased 9.82 percentreduced | |
 Alto Ingredients Inc Clear Sky Advisers, LLC's holding in Alto Ingredients Inc over time | 0.97% | 778,677 | $2.07M 0.97% | 70%increased 70 percentadded | |
 Altus Power Inc Altus Power IncAMPS Clear Sky Advisers, LLC's holding in Altus Power Inc over time | 0.97% | 304,737 | $2.08M 0.97% | 17.87%decreased 17.87 percentreduced | |
 Ameresco Inc Ameresco IncAMRC Clear Sky Advisers, LLC's holding in Ameresco Inc over time | 0.78% | 52,910 | $1.68M 0.78% | 22.81%decreased 22.81 percentreduced | |
| 3.05% | 17,978 | $6.52M 3.05% | 10.67%decreased 10.67 percentreduced | ||
 Array Technologies Inc Clear Sky Advisers, LLC's holding in Array Technologies Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Aspen Aerogels Inc Clear Sky Advisers, LLC's holding in Aspen Aerogels Inc over time | 1.03% | 139,343 | $2.20M 1.03% | Newnew position | |
 AY Atlantica Sustainable InfrastrAtlantica Sustainable InfrastrAY | 1.98% | 197,158 | $4.24M 1.98% | Newnew position | |
| 2.07% | 76,980 | $4.43M 2.07% | 12.56%decreased 12.56 percentreduced | ||
 CCJ Cameco CorpCameco CorpCCJ | 2.32% | 115,000 | $4.96M 2.32% | 11.26%decreased 11.26 percentreduced | |
 Cf Industries Holdings Inc Clear Sky Advisers, LLC's holding in Cf Industries Holdings Inc over time | 2.23% | 60,000 | $4.77M 2.23% | 30.19%increased 30.19 percentadded | |
 Clean Energy Fuels Corp Clear Sky Advisers, LLC's holding in Clean Energy Fuels Corp over time | 0.92% | 512,345 | $1.96M 0.92% | 34.35%decreased 34.35 percentreduced | |
 Coherent Corp Coherent CorpCOHR Clear Sky Advisers, LLC's holding in Coherent Corp over time | 1.14% | 56,205 | $2.45M 1.14% | 0.26%decreased 0.26 percentreduced | |
 California Resources Corp Clear Sky Advisers, LLC's holding in California Resources Corp over time | 2.86% | 111,890 | $6.12M 2.86% | 44.29%increased 44.29 percentadded | |
 CSIQ Canadian Solar IncCanadian Solar IncCSIQ | 1.39% | 113,404 | $2.97M 1.39% | 5.95%decreased 5.95 percentreduced | |
 Carlisle Cos Inc Clear Sky Advisers, LLC's holding in Carlisle Cos Inc over time | 2.31% | 15,774 | $4.93M 2.31% | 14.55%increased 14.55 percentadded | |
 Graftech International Ltd Clear Sky Advisers, LLC's holding in Graftech International Ltd over time | 1.13% | 1,100,000 | $2.41M 1.13% | Newnew position | |
 Emerson Electric Co Clear Sky Advisers, LLC's holding in Emerson Electric Co over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
