Clear Sky Advisers, LLC
- SEC CIK
- 0001887492
- Latest filing
- Nov 14, 2025
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 52
- −9 vs. Q1 2023
- Portfolio value
- $312.4M
- −$81.1M (−20.6%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BWXTBWX Technologies, Inc. | COM | 155,000 | $11.1M | 3.6% | −30,000−16.2% | Reduced | History |
| PTCPTC Inc. | Stock | 77,500 | $11.0M | 3.5% | −13,500−14.8% | Reduced | History |
| EMREmerson Electric Co | Stock | 119,000 | $10.8M | 3.4% | +50,000+72.5% | Added | History |
| FERGFerguson Enterprises Inc. | SHS | 64,000 | $10.1M | 3.2% | +23,900+59.6% | Added | History |
| KEXKirby Corp | COM | 130,000 | $10.0M | 3.2% | +5,000+4.0% | Added | History |
| TXNTexas Instruments Inc | Stock | 55,000 | $9.90M | 3.2% | +55,000 | New | History |
| GEGeneral Electric Co | Stock | 90,000 | $9.89M | 3.2% | +90,000 | New | History |
| EXPEagle Materials Inc | COM | 50,000 | $9.32M | 3.0% | +50,000 | New | History |
| BALLBALL Corp | COM | 150,000 | $8.73M | 2.8% | −33,200−18.1% | Reduced | History |
| CCJCameco Corp | Stock | 270,000 | $8.46M | 2.7% | −48,000−15.1% | Reduced | History |
| ACAArcosa, Inc. | COM | 110,000 | $8.33M | 2.7% | −35,000−24.1% | Reduced | History |
| ANSSAnsys Inc | COM | 25,000 | $8.26M | 2.6% | −4,000−13.8% | Reduced | History |
| ENSEnerSys | COM | 75,000 | $8.14M | 2.6% | −33,000−30.6% | Reduced | History |
| FSLRFirst Solar, Inc. | Stock | 38,000 | $7.22M | 2.3% | +6,000+18.8% | Added | History |
| ITRIItron, Inc. | COM | 100,000 | $7.21M | 2.3% | −35,000−25.9% | Reduced | History |
| SSYSStratasys Ltd. | SHS | 400,000 | $7.10M | 2.3% | +400,000 | New | History |
| CRCCalifornia Resources Corp | COM STOCK | 155,000 | $7.02M | 2.2% | +155,000 | New | History |
| NXENexGen Energy Ltd. | COM | 1,475,000 | $6.95M | 2.2% | +1,475,000 | New | History |
| STKLSunOpta Inc. | COM | 1,025,000 | $6.86M | 2.2% | +192,000+23.0% | Added | History |
| ADSKAutodesk, Inc. | COM | 33,400 | $6.83M | 2.2% | −2,100−5.9% | Reduced | History |
| FCXFreeport-McMoran Inc | Stock | 162,937 | $6.52M | 2.1% | −22,063−11.9% | Reduced | History |
| EFXTEnerflex Ltd. | COM | 900,000 | $6.13M | 2.0% | +205,700+29.6% | Added | History |
| INTCIntel Corp | Stock | 180,000 | $6.02M | 1.9% | −78,900−30.5% | Reduced | History |
| MEOHMethanex Corp | COM | 145,000 | $6.00M | 1.9% | +5,000+3.6% | Added | History |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 80,000 | $5.81M | 1.9% | 00.0% | Unchanged | History |
| CSIQCanadian Solar Inc. | COM | 150,000 | $5.80M | 1.9% | +150,000 | New | History |
| CFCF Industries Holdings, Inc. | COM | 80,000 | $5.55M | 1.8% | −24,800−23.7% | Reduced | History |
| INFNInfinera Corp | COM | 1,100,000 | $5.31M | 1.7% | +82,400+8.1% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 45,000 | $5.13M | 1.6% | +45,000 | New | History |
| CLNEClean Energy Fuels Corp. | COM | 1,025,000 | $5.08M | 1.6% | −240,000−19.0% | Reduced | History |
| EAFGraftech International Ltd | COM | 975,000 | $4.91M | 1.6% | +975,000 | New | History |
| ALBAlbemarle Corp | Stock | 21,700 | $4.84M | 1.5% | +21,700 | New | History |
| AAAlcoa Corp | Stock | 142,500 | $4.84M | 1.5% | +20,500+16.8% | Added | History |
| TSLATesla, Inc. | Stock | 17,500 | $4.58M | 1.5% | +17,500 | New | History |
| NXTNextpower Inc. | Stock | 113,000 | $4.50M | 1.4% | −28,600−20.2% | Reduced | History |
| SHLSShoals Technologies Group, Inc. | CL A | 175,000 | $4.47M | 1.4% | −3,000−1.7% | Reduced | History |
| GPREGreen Plains Inc. | COM | 135,000 | $4.35M | 1.4% | −45,000−25.0% | Reduced | History |
| WMWaste Management Inc | Stock | 25,000 | $4.34M | 1.4% | +25,000 | New | History |
| RIVNRivian Automotive, Inc. | Stock | 260,000 | $4.33M | 1.4% | +260,000 | New | History |
| ARRYArray Technologies, Inc. | COM SHS | 185,000 | $4.18M | 1.3% | +20,000+12.1% | Added | History |
| WOLFWolfspeed, Inc. | Stock | 75,000 | $4.17M | 1.3% | −1,700−2.2% | Reduced | History |
| GTLSChart Industries Inc | COM | 24,000 | $3.83M | 1.2% | −22,500−48.4% | Reduced | History |
| RSGRepublic Services, Inc. | COM | 25,000 | $3.83M | 1.2% | +25,000 | New | History |
| OPLNOPENLANE, Inc. | COM | 250,000 | $3.81M | 1.2% | −345,000−58.0% | Reduced | History |
| ENVXEnovix Corp | COM | 210,000 | $3.79M | 1.2% | −95,000−31.1% | Reduced | History |
| AMPSAltus Power, Inc. | COM CL A | 580,000 | $3.13M | 1.0% | −210,000−26.6% | Reduced | History |
| RNWReNew Energy Global plc | CL A SHS | 570,000 | $3.12M | 1.0% | +104,000+22.3% | Added | History |
| GSMFerroglobe PLC | SHS | 653,060 | $3.12M | 1.0% | −596,940−47.8% | Reduced | History |
| EOSEEos Energy Enterprises, Inc. | COM CL A | 625,000 | $2.71M | 0.9% | +314,300+101.2% | Added | History |
| INVZInnoviz Technologies Ltd. | SHS | 789,900 | $2.24M | 0.7% | +525,557+198.8% | Added | History |
| TPICQTpi Composites, Inc | COM | 143,965 | $1.49M | 0.5% | −191,035−57.0% | Reduced | History |
| NVTSNavitas Semiconductor Corp | COM | 125,000 | $1.32M | 0.4% | +125,000 | New | History |
Sold out since Q1 2023 (24)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| APDAir Products & Chemicals, Inc. | Stock | 46,000 | $13.2M | 3.4% | History |
| NEENextera Energy Inc | Stock | 163,000 | $12.6M | 3.2% | History |
| CPCanadian Pacific Kansas City Ltd | COM | 145,000 | $11.2M | 2.8% | History |
| Atlantica Sustainable Infr PG0751N103 | SHS | 361,600 | $10.7M | 2.7% | – |
| DARDarling Ingredients Inc. | COM | 146,000 | $8.53M | 2.2% | History |
| APTVAptiv PLC | SHS | 75,000 | $8.41M | 2.1% | History |
| GMGeneral Motors Co | COM | 225,000 | $8.25M | 2.1% | History |
| VMIValmont Industries Inc | COM | 24,800 | $7.92M | 2.0% | History |
| FLRFluor Corp | Stock | 256,000 | $7.91M | 2.0% | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 85,000 | $7.91M | 2.0% | History |
| QCOMQualcomm Inc | Stock | 61,000 | $7.78M | 2.0% | History |
| CALXCalix, Inc | COM | 138,000 | $7.40M | 1.9% | History |
| DYDycom Industries Inc | COM | 72,500 | $6.79M | 1.7% | History |
| GLNGGolar LNG Ltd | SHS | 295,700 | $6.39M | 1.6% | History |
| SEDGSolaredge Technologies, Inc. | COM | 19,500 | $5.93M | 1.5% | History |
| CLFDClearfield, Inc. | COM | 117,000 | $5.45M | 1.4% | History |
| MPMP Materials Corp. | COM CL A | 187,000 | $5.27M | 1.3% | History |
| FSRFisker Inc. | CL A COM STK | 530,000 | $3.25M | 0.8% | History |
| AEHRAehr Test Systems | COM | 93,600 | $2.90M | 0.7% | History |
| ASPNAspen Aerogels Inc | COM | 358,700 | $2.67M | 0.7% | History |
| NXPINXP Semiconductors N.V. | COM | 8,800 | $1.64M | 0.4% | History |
| AMBAAmbarella Inc | SHS | 17,800 | $1.38M | 0.4% | History |
| OTLYOatly Group AB | SPONSORED ADS | 339,600 | $821.8K | 0.2% | History |
| Tritium DCFCQ9225T108 | COM | 470,000 | $601.6K | 0.2% | – |