Arosa Capital Management LP Buys Bunge, Magna International Inc, Chevron Corp, Sells Workhorse Group Inc, Sunnova Energy International Inc, Johnson Controls International PLC

• New Purchases: BG, MGA, CVX, TS, DE, ALGM, HES, RUN, CFII, MPC, ALSN, GLNG, OVV, WHD, DNOW, TPIC, ORA, AMCI, CPST, HYFM, SPY, AI, WTTR,
• Added Positions: EQNR, FF, APTV, SLB, XEC, EQT, WLDN, GRT1, CVA,
• Reduced Positions: WKHS, NOVA, ENPH, DAR, GNRC, BLNK, PE, BEEM, CSIQ, AES, AZRE, PXD, CXO, AMRC,
• Sold Out: JCI, BP, BLDP, CMI, HP, PCAR, ITRI, CNQ, DVN, STM, CLR, RACE, HAL, TPL, HASI, PNR, APA, CLB, CREE, HCCH, FRO, LBRT, KLXE,

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. SSGA SPDR S&P 500 (SPY) - 200,000 shares, 10.88% of the total portfolio.
2. Invesco Solar ETF (TAN) - 500,000 shares, 7.48% of the total portfolio.
3. SSgA SPDR Oil & Gas Exploration and Production (XOP) - 750,000 shares, 6.39% of the total portfolio.
4. Enphase Energy Inc (ENPH) - 220,000 shares, 5.62% of the total portfolio.
5. Canadian Solar Inc (CSIQ) - 650,000 shares, 4.85% of the total portfolio.

Arosa Capital Management LP initiated holding in Bunge Ltd. The purchase prices were between $46.39 and $66.04, with an estimated average price of $58.54. The stock is now traded at around $78.410000. The impact to a portfolio due to this purchase was 2.24%. The holding were 235,000 shares as of 2020-12-31.

Arosa Capital Management LP initiated holding in Magna International Inc. The purchase prices were between $47.64 and $73.5, with an estimated average price of $59.08. The stock is now traded at around $78.870000. The impact to a portfolio due to this purchase was 1.96%. The holding were 190,000 shares as of 2020-12-31.

Arosa Capital Management LP initiated holding in Chevron Corp. The purchase prices were between $66.88 and $95.62, with an estimated average price of $81.13. The stock is now traded at around $93.090000. The impact to a portfolio due to this purchase was 1.54%. The holding were 125,000 shares as of 2020-12-31.

Arosa Capital Management LP initiated holding in Tenaris SA. The purchase prices were between $9.15 and $16.97, with an estimated average price of $13.37. The stock is now traded at around $18.140000. The impact to a portfolio due to this purchase was 1.22%. The holding were 525,000 shares as of 2020-12-31.

Arosa Capital Management LP initiated holding in Deere & Co. The purchase prices were between $223.37 and $270.7, with an estimated average price of $248.92. The stock is now traded at around $317.720000. The impact to a portfolio due to this purchase was 0.98%. The holding were 25,000 shares as of 2020-12-31.

Arosa Capital Management LP initiated holding in Allegro Microsystems Inc. The purchase prices were between $17.7 and $28, with an estimated average price of $24.19. The stock is now traded at around $30.230000. The impact to a portfolio due to this purchase was 0.93%. The holding were 240,000 shares as of 2020-12-31.

Arosa Capital Management LP added to a holding in Equinor ASA by 109.21%. The purchase prices were between $12.72 and $16.94, with an estimated average price of $15.14. The stock is now traded at around $18.335000. The impact to a portfolio due to this purchase was 0.99%. The holding were 795,000 shares as of 2020-12-31.

Arosa Capital Management LP added to a holding in FutureFuel Corp by 120.80%. The purchase prices were between $11.39 and $12.73, with an estimated average price of $12.09. The stock is now traded at around $16.150000. The impact to a portfolio due to this purchase was 0.56%. The holding were 552,000 shares as of 2020-12-31.

Arosa Capital Management LP added to a holding in Aptiv PLC by 96.67%. The purchase prices were between $93.56 and $130.79, with an estimated average price of $111.37. The stock is now traded at around $155.900000. The impact to a portfolio due to this purchase was 0.55%. The holding were 59,000 shares as of 2020-12-31.

Arosa Capital Management LP added to a holding in Schlumberger Ltd by 50.00%. The purchase prices were between $14.18 and $23.45, with an estimated average price of $18.93. The stock is now traded at around $26.900000. The impact to a portfolio due to this purchase was 0.4%. The holding were 375,000 shares as of 2020-12-31.

Arosa Capital Management LP added to a holding in Cimarex Energy Co by 25.69%. The purchase prices were between $23.58 and $40.22, with an estimated average price of $32.15. The stock is now traded at around $53.360000. The impact to a portfolio due to this purchase was 0.34%. The holding were 300,000 shares as of 2020-12-31.

Arosa Capital Management LP added to a holding in EQT Corp by 46.15%. The purchase prices were between $12.46 and $16.16, with an estimated average price of $14.43. The stock is now traded at around $17.790000. The impact to a portfolio due to this purchase was 0.28%. The holding were 475,000 shares as of 2020-12-31.

Arosa Capital Management LP sold out a holding in Johnson Controls International PLC. The sale prices were between $41.14 and $46.66, with an estimated average price of $44.48.

Arosa Capital Management LP sold out a holding in BP PLC. The sale prices were between $14.9 and $22.41, with an estimated average price of $18.88.

Arosa Capital Management LP sold out a holding in Ballard Power Systems Inc. The sale prices were between $14.44 and $23.56, with an estimated average price of $18.45.

Arosa Capital Management LP sold out a holding in Cummins Inc. The sale prices were between $210.34 and $236.55, with an estimated average price of $224.84.

Arosa Capital Management LP sold out a holding in Helmerich & Payne Inc. The sale prices were between $14.02 and $25.74, with an estimated average price of $19.47.

Arosa Capital Management LP sold out a holding in PACCAR Inc. The sale prices were between $84.46 and $92.64, with an estimated average price of $88.15.