$48.9 Million is the total value of Polarity Investment Partners LP's 24 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | RENEW ENERGY GLOBAL PLC | $4,783,000 | – | 614,842 | +100.0% | 9.78% | – | |
| New | GXO LOGISTICS INCORPORATED | $4,625,000 | – | 50,920 | +100.0% | 9.46% | – | |
| GM | New | GENERAL MTRS CO | $4,027,000 | – | 68,681 | +100.0% | 8.24% | – |
| TDY | New | TELEDYNE TECHNOLOGIES INC | $3,884,000 | – | 8,890 | +100.0% | 7.94% | – |
| ALTR | New | ALTAIR ENGR INC | $3,078,000 | – | 39,806 | +100.0% | 6.30% | – |
| XPO | New | XPO LOGISTICS INC | $2,933,000 | – | 37,874 | +100.0% | 6.00% | – |
| FSR | New | FISKER INC | $2,891,000 | – | 183,793 | +100.0% | 5.91% | – |
| APTV | New | APTIV PLC | $2,384,000 | – | 14,452 | +100.0% | 4.88% | – |
| ST | New | SENSATA TECHNOLOGIES HLDG PL | $2,349,000 | – | 38,079 | +100.0% | 4.80% | – |
| WSC | New | WILLSCOT MOBIL MINI HLDNG CO | $2,122,000 | – | 51,957 | +100.0% | 4.34% | – |
| S | New | SENTINELONE INCcl a | $2,106,000 | – | 41,707 | +100.0% | 4.31% | – |
| New | LARGO INC | $1,863,000 | – | 201,087 | +100.0% | 3.81% | – | |
| ADI | New | ANALOG DEVICES INC | $1,592,000 | – | 9,058 | +100.0% | 3.26% | – |
| IVAN | New | IVANHOE CAPITAL ACQUISTIN CO | $1,576,000 | – | 158,361 | +100.0% | 3.22% | – |
| ASPN | New | ASPEN AEROGELS INC | $1,425,000 | – | 28,614 | +100.0% | 2.92% | – |
| RUN | New | SUNRUN INCcall | $1,372,000 | – | 40,000 | +100.0% | 2.81% | – |
| New | NAVITAS SEMICONDUCTOR CORP | $1,196,000 | – | 70,321 | +100.0% | 2.45% | – | |
| TSLA | New | TESLA INC | $1,022,000 | – | 967 | +100.0% | 2.09% | – |
| EVRG | New | EVERGY INC | $945,000 | – | 13,769 | +100.0% | 1.93% | – |
| New | BERKSHIRE GREY INC | $824,000 | – | 149,748 | +100.0% | 1.68% | – | |
| CRNC | New | CERENCE INC | $774,000 | – | 10,104 | +100.0% | 1.58% | – |
| FSLR | New | FIRST SOLAR INC | $749,000 | – | 8,594 | +100.0% | 1.53% | – |
| AEVA | New | AEVA TECHNOLOGIES INC | $259,000 | – | 34,264 | +100.0% | 0.53% | – |
| New | BERKSHIRE GREY INCcall | $110,000 | – | 20,000 | +100.0% | 0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| RENEW ENERGY GLOBAL PLC | 2 | Q1 2022 | 13.0% |
| GXO LOGISTICS INCORPORATED | 2 | Q1 2022 | 11.9% |
| TELEDYNE TECHNOLOGIES INC | 2 | Q1 2022 | 7.9% |
| GENERAL MTRS CO | 2 | Q1 2022 | 8.2% |
| ALTAIR ENGR INC | 2 | Q1 2022 | 6.7% |
| XPO LOGISTICS INC | 2 | Q1 2022 | 6.0% |
| SENSATA TECHNOLOGIES HLDG PL | 2 | Q1 2022 | 5.8% |
| APTIV PLC | 2 | Q1 2022 | 5.6% |
| FISKER INC | 2 | Q1 2022 | 5.9% |
| TESLA INC | 2 | Q1 2022 | 4.7% |
View Polarity Investment Partners LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View Polarity Investment Partners LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.