Arosa Capital Management LP Buys Generac Holdings Inc, Cabot Oil & Gas Corp, Pioneer Natural Resources Co, Sells Renewable Energy Group Inc, Suncor Energy Inc, Canadian Natural Resources

• New Purchases: GNRC, COG, PXD, JCI, EQT, NBL, BKR, PSX, WLDN, NEP, NOV, AES, RRC, DK, SPY, AZRE, AY, XEC, DVN, AMSC, APTV, EVSI, OIS, CXO, EQNR,
• Added Positions: RUN, CAT, COP, AMRC, DHT, HASI, ENPH, WHD, PE, FRO, VSLR, FANG, CPE, CRK, WTTR, NOG, DOV, WKHS,
• Reduced Positions: REGI, BP, VNOM, HP, KOS, TPL,
• Sold Out: SU, CNQ, SLB, DQ, CVE, FTI, MPC, MUR, BOOM, TPIC, FSLR, CLR, APA, CSIQ, QEP, FTSI,

For the details of Arosa Capital Management LP's stock buys and sells, go to https://www.gurufocus.com/guru/arosa+capital+management+lp/current-portfolio/portfolio

1. VanEck Vectors Oil Services (OIH) - 3,000,000 shares, 29.19% of the total portfolio.
2. VanEck Vectors Oil Services (OIH) - 2,250,000 shares, 21.89% of the total portfolio.
3. Occidental Petroleum Corp (OXY) - 1,950,000 shares, 2.73% of the total portfolio.
4. Sunrun Inc (RUN) - 2,078,218 shares, 2.54% of the total portfolio. Shares added by 239.30%
5. ConocoPhillips (COP) - 641,227 shares, 2.39% of the total portfolio. Shares added by 102.58%

Arosa Capital Management LP initiated holding in Generac Holdings Inc. The purchase prices were between $79.01 and $118.08, with an estimated average price of $103.12. The stock is now traded at around $100.67. The impact to a portfolio due to this purchase was 2.14%. The holding were 190,000 shares as of .

Arosa Capital Management LP initiated holding in Cabot Oil & Gas Corp. The purchase prices were between $13.51 and $19.09, with an estimated average price of $15.85. The stock is now traded at around $18.65. The impact to a portfolio due to this purchase was 1.89%. The holding were 908,623 shares as of .

Arosa Capital Management LP initiated holding in Pioneer Natural Resources Co. The purchase prices were between $56.77 and $158.11, with an estimated average price of $120.14. The stock is now traded at around $82.21. The impact to a portfolio due to this purchase was 1.85%. The holding were 218,144 shares as of .

Arosa Capital Management LP initiated holding in Johnson Controls International PLC. The purchase prices were between $23.5 and $42.45, with an estimated average price of $37.44. The stock is now traded at around $28.59. The impact to a portfolio due to this purchase was 1.12%. The holding were 342,240 shares as of .

Arosa Capital Management LP initiated holding in EQT Corp. The purchase prices were between $4.96 and $10.9, with an estimated average price of $7.08. The stock is now traded at around $12.54. The impact to a portfolio due to this purchase was 1%. The holding were 1,168,334 shares as of .

Arosa Capital Management LP initiated holding in Noble Energy Inc. The purchase prices were between $3.02 and $24.84, with an estimated average price of $16.34. The stock is now traded at around $8.46. The impact to a portfolio due to this purchase was 0.99%. The holding were 1,348,044 shares as of .

Arosa Capital Management LP added to a holding in Sunrun Inc by 239.30%. The purchase prices were between $8.36 and $23.4, with an estimated average price of $16.46. The stock is now traded at around $13.97. The impact to a portfolio due to this purchase was 1.79%. The holding were 2,078,218 shares as of .

Arosa Capital Management LP added to a holding in Caterpillar Inc by 186.98%. The purchase prices were between $91.85 and $150.53, with an estimated average price of $128.51. The stock is now traded at around $106.19. The impact to a portfolio due to this purchase was 1.31%. The holding were 143,488 shares as of .

Arosa Capital Management LP added to a holding in ConocoPhillips by 102.58%. The purchase prices were between $22.67 and $66.48, with an estimated average price of $51.43. The stock is now traded at around $39.93. The impact to a portfolio due to this purchase was 1.21%. The holding were 641,227 shares as of .

Arosa Capital Management LP added to a holding in Ameresco Inc by 1677.65%. The purchase prices were between $14.23 and $24.83, with an estimated average price of $19.74. The stock is now traded at around $18.05. The impact to a portfolio due to this purchase was 1.04%. The holding were 533,295 shares as of .

Arosa Capital Management LP added to a holding in Hannon Armstrong Sustainable Infrastructure Capita by 1146.54%. The purchase prices were between $16.47 and $39.21, with an estimated average price of $31.73. The stock is now traded at around $26.45. The impact to a portfolio due to this purchase was 1.02%. The holding were 450,000 shares as of .

Arosa Capital Management LP added to a holding in DHT Holdings Inc by 782.18%. The purchase prices were between $4.91 and $8.59, with an estimated average price of $6.37. The stock is now traded at around $6.28. The impact to a portfolio due to this purchase was 1.02%. The holding were 1,241,231 shares as of .

Arosa Capital Management LP sold out a holding in Suncor Energy Inc. The sale prices were between $10.45 and $34.48, with an estimated average price of $26.49.

Arosa Capital Management LP sold out a holding in Canadian Natural Resources Ltd. The sale prices were between $7.74 and $32.38, with an estimated average price of $24.65.

Arosa Capital Management LP sold out a holding in Schlumberger Ltd. The sale prices were between $12.05 and $40.82, with an estimated average price of $29.34.

Arosa Capital Management LP sold out a holding in Daqo New Energy Corp. The sale prices were between $42.83 and $77.64, with an estimated average price of $58.68.

Arosa Capital Management LP sold out a holding in Cenovus Energy Inc. The sale prices were between $1.6 and $10.47, with an estimated average price of $7.12.

Arosa Capital Management LP sold out a holding in TechnipFMC PLC. The sale prices were between $5.01 and $21.73, with an estimated average price of $14.97.