Clear Sky Advisers, LLC
- SEC CIK
- 0001887492
- Latest filing
- Nov 14, 2025
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 57
- +12 vs. Q1 2022
- Portfolio value
- $112.3M
- +$93.9M (+510.4%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EVRGEvergy, Inc. | Stock | 92,000 | $6.00M | 5.3% | +74,000+411.1% | Added | History |
| BWXTBWX Technologies, Inc. | COM | 73,000 | $4.02M | 3.6% | +73,000 | New | History |
| APDAir Products & Chemicals, Inc. | Stock | 15,500 | $3.73M | 3.3% | +12,200+369.7% | Added | History |
| NRGNRG Energy, Inc. | Stock | 87,000 | $3.32M | 3.0% | +68,600+372.8% | Added | History |
| VSTVistra Corp. | Stock | 144,000 | $3.29M | 2.9% | +107,000+289.2% | Added | History |
| DDominion Energy, Inc | Stock | 39,000 | $3.11M | 2.8% | +39,000 | New | History |
| INTCIntel Corp | Stock | 79,000 | $2.96M | 2.6% | +66,200+517.2% | Added | History |
| AESAES Corp | Stock | 140,000 | $2.94M | 2.6% | +114,000+438.5% | Added | History |
| DEDeere & Co | Stock | 9,600 | $2.88M | 2.6% | +7,800+433.3% | Added | History |
| KEXKirby Corp | COM | 47,000 | $2.86M | 2.5% | +47,000 | New | History |
| FLRFluor Corp | Stock | 101,000 | $2.46M | 2.2% | +101,000 | New | History |
| FYBRFrontier Communications Parent, Inc. | COM | 99,000 | $2.33M | 2.1% | +79,800+415.6% | Added | History |
| OPLNOPENLANE, Inc. | COM | 157,000 | $2.32M | 2.1% | +157,000 | New | History |
| FSLRFirst Solar, Inc. | Stock | 32,000 | $2.18M | 1.9% | +32,000 | New | History |
| MEOHMethanex Corp | COM | 57,000 | $2.18M | 1.9% | +57,000 | New | History |
| ITRIItron, Inc. | COM | 44,000 | $2.17M | 1.9% | +44,000 | New | History |
| ANSSAnsys Inc | COM | 9,000 | $2.15M | 1.9% | +7,600+542.9% | Added | History |
| CCJCameco Corp | Stock | 101,000 | $2.12M | 1.9% | +89,300+763.2% | Added | History |
| GMGeneral Motors Co | COM | 66,000 | $2.10M | 1.9% | +56,300+580.4% | Added | History |
| GTLSChart Industries Inc | COM | 12,200 | $2.04M | 1.8% | +9,900+430.4% | Added | History |
| FFord Motor Co | Stock | 182,000 | $2.03M | 1.8% | +157,000+628.0% | Added | History |
| HOGHarley-Davidson, Inc. | COM | 64,000 | $2.03M | 1.8% | +64,000 | New | History |
| INFNInfinera Corp | COM | 375,000 | $2.01M | 1.8% | +322,000+607.5% | Added | History |
| APTVAptiv PLC | SHS | 22,000 | $1.96M | 1.7% | +22,000 | New | History |
| ADSKAutodesk, Inc. | COM | 11,000 | $1.89M | 1.7% | +11,000 | New | History |
| CEGConstellation Energy Corp | Stock | 33,000 | $1.89M | 1.7% | +20,000+153.8% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 12,700 | $1.88M | 1.7% | +10,700+535.0% | Added | History |
| DARDarling Ingredients Inc. | COM | 30,000 | $1.79M | 1.6% | +30,000 | New | History |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 21,000 | $1.75M | 1.6% | +16,200+337.5% | Added | History |
| MOSMosaic Co | COM | 37,000 | $1.75M | 1.6% | +37,000 | New | History |
| STKLSunOpta Inc. | COM | 221,000 | $1.72M | 1.5% | +159,000+256.5% | Added | History |
| CLFDClearfield, Inc. | COM | 27,000 | $1.67M | 1.5% | +27,000 | New | History |
| ALBAlbemarle Corp | Stock | 8,000 | $1.67M | 1.5% | +6,100+321.1% | Added | History |
| SEDGSolaredge Technologies, Inc. | COM | 6,000 | $1.64M | 1.5% | +4,800+400.0% | Added | History |
| FLNGFlex LNG Ltd. | SHS | 57,000 | $1.56M | 1.4% | +45,900+413.5% | Added | History |
| CALXCalix, Inc | COM | 45,000 | $1.54M | 1.4% | +38,800+625.8% | Added | History |
| CSIQCanadian Solar Inc. | COM | 49,000 | $1.53M | 1.4% | +39,500+415.8% | Added | History |
| IEAInfrastructure & Energy Alternatives, Inc. | COM | 190,000 | $1.53M | 1.4% | +160,500+544.1% | Added | History |
| GNRCGenerac Holdings Inc. | Stock | 7,100 | $1.50M | 1.3% | +5,700+407.1% | Added | History |
| AAAlcoa Corp | Stock | 32,500 | $1.48M | 1.3% | +28,500+712.5% | Added | History |
| TPICQTpi Composites, Inc | COM | 115,000 | $1.44M | 1.3% | +96,500+521.6% | Added | History |
| ENPHEnphase Energy, Inc. | Stock | 7,000 | $1.37M | 1.2% | +5,500+366.7% | Added | History |
| WOLFWolfspeed, Inc. | Stock | 21,500 | $1.36M | 1.2% | +18,900+726.9% | Added | History |
| GPREGreen Plains Inc. | COM | 50,000 | $1.36M | 1.2% | +50,000 | New | History |
| FSRFisker Inc. | CL A COM STK | 155,000 | $1.33M | 1.2% | +136,000+715.8% | Added | History |
| PLPlanet Labs PBC | COM CL A | 300,000 | $1.30M | 1.2% | +300,000 | New | History |
| DYDycom Industries Inc | COM | 13,909 | $1.29M | 1.2% | +9,309+202.4% | Added | History |
| GSMFerroglobe PLC | SHS | 212,000 | $1.26M | 1.1% | +177,000+505.7% | Added | History |
| PTRAQProterra Inc | COM | 270,000 | $1.25M | 1.1% | +233,000+629.7% | Added | History |
| INVZInnoviz Technologies Ltd. | SHS | 310,000 | $1.22M | 1.1% | +310,000 | New | History |
| ENVXEnovix Corp | COM | 130,000 | $1.16M | 1.0% | +115,000+766.7% | Added | History |
| ASPNAspen Aerogels Inc | COM | 117,000 | $1.16M | 1.0% | +110,500+1,700.0% | Added | History |
| NEXTNextDecade Corp | COM | 250,000 | $1.11M | 1.0% | +250,000 | New | History |
| AEHRAehr Test Systems | COM | 143,000 | $1.07M | 1.0% | +125,000+694.4% | Added | History |
| STEMStem, Inc. | CL A | 128,000 | $916.0K | 0.8% | +108,500+556.4% | Added | History |
| Tritium DCFCQ9225T108 | COM | 150,000 | $914.0K | 0.8% | +129,000+614.3% | Added | – |
| SMRNuscale Power Corp | CL A COM | 86,000 | $859.0K | 0.8% | +86,000 | New | History |
Sold out since Q1 2022 (7)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| CFCF Industries Holdings, Inc. | COM | 3,700 | $381.0K | 2.1% | History |
| Sunpower Corp867652406 | COM | 14,500 | $311.0K | 1.7% | – |
| NVDANVIDIA Corp | Stock | 1,100 | $300.0K | 1.6% | History |
| AMPSAltus Power, Inc. | COM CL A | 37,000 | $275.0K | 1.5% | History |
| LACLithium Americas Corp. | COM NEW | 6,400 | $246.0K | 1.3% | History |
| Maxeon Solar Technologies LTY58473102 | SHS | 13,800 | $200.0K | 1.1% | – |
| MTTRMatterport, Inc. | COM CL A | 23,000 | $187.0K | 1.0% | History |