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Daniel Radden

@Arosa Capital Management Lp

Latest period2024 - Q3ReportedManaged Assets$258.149MTotal holdings32
Assets growth rate49.14%Assets growth rate (2-Q avg)25.65%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Arosa Capital Management Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 32 positions.

Assets under management

The assets under management (AUM) of Arosa Capital Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 258.149M in assets, with a quarterly growth rate of 49.14% and a 2-quarter average growth rate of 25.65%. The portfolio is managed by Daniel Radden, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
OIHVaneck Etf Trust
Recent Activity
New Position
13.19%
$34.045M↑ Call
120,000 shares@ $283.71 avg price
ICLNIshares Tr
Recent Activity
New Position
9.68%
$24.973M↑ Call
1.7M shares@ $14.69 avg price
FSLRFirst Solar Inc
Recent Activity
New Position
3.72%
$9.578M
38,400 shares@ $249.44 avg price
ATKRAtkore Inc
Recent Activity
New Position
1.97%
$5.084M
60,000 shares@ $84.74 avg price
FCXFreeport-mcmoran Inc
Recent Activity
New Position
0.97%
$2.496M
50,000 shares@ $49.92 avg price
APTVAptiv Plc
Recent Activity
New Position
0.95%
$2.448M
34,000 shares@ $72.01 avg price
CNQCanadian Nat Res Ltd
Recent Activity
New Position
0.73%
$1.86M
56,000 shares@ $33.21 avg price
7695⤦Rivian Automotive Inc
Recent Activity
New Position
0.71%
$1.814M
2M shares@ $0.91 avg price
ANAutonation Inc
Recent Activity
New Position
0.63%
$1.61M
9,000 shares@ $178.92 avg price
GPIGroup 1 Automotive Inc
Recent Activity
New Position
0.39%
$995,904
2,600 shares@ $383.04 avg price