0001104659-24-012867.txt : 20240209 0001104659-24-012867.hdr.sgml : 20240209 20240209145621 ACCESSION NUMBER: 0001104659-24-012867 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240209 DATE AS OF CHANGE: 20240209 EFFECTIVENESS DATE: 20240209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Clear Sky Advisers, LLC CENTRAL INDEX KEY: 0001887492 ORGANIZATION NAME: IRS NUMBER: 853447806 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22537 FILM NUMBER: 24614204 BUSINESS ADDRESS: STREET 1: 50 BRIAR HOLLOW LANE STREET 2: SUITE 450W CITY: HOUSTON STATE: TX ZIP: 77027 BUSINESS PHONE: 7132633300 MAIL ADDRESS: STREET 1: 50 BRIAR HOLLOW LANE STREET 2: SUITE 450W CITY: HOUSTON STATE: TX ZIP: 77027 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001887492 XXXXXXXX 12-31-2023 12-31-2023 false Clear Sky Advisers, LLC

50 Briar Hollow Lane Suite 450W Houston TX 77027

13F HOLDINGS REPORT 028-22537 000311751 801-119985 N Elizabeth Ryvkin 508-868-4584 /s/ Elizabeth Ryvkin Houston TX 02-08-2024 0 54 213830634 INFORMATION TABLE 2 infotable.xml ALBEMARLE CORP COM 012653101 2600640 18000 SH SOLE 18000 0 0 ALCOA CORP COM 013872106 3029706 89109 SH SOLE 89109 0 0 ALTO INGREDIENTS INC COM 021513106 2071281 778677 SH SOLE 778677 0 0 ALTUS POWER INC COM 02217A102 2081354 304737 SH SOLE 304737 0 0 AMERESCO INC COM 02361E108 1675660 52910 SH SOLE 52910 0 0 ANSYS INC COM 03662Q105 6523857 17978 SH SOLE 17978 0 0 ARCOSA INC COM 039653100 6813172 82444 SH SOLE 82444 0 0 ASPEN AEROGELS INC COM 04523Y105 2198833 139343 SH SOLE 139343 0 0 ATLANTICA SUSTAINABLE INFRASTR SHS G0751N103 4238897 197158 SH SOLE 197158 0 0 BALL CORP COM 058498106 4427890 76980 SH SOLE 76980 0 0 CALIFORNIA RESOURCES CORP COM 13057Q305 6118145 111890 SH SOLE 111890 0 0 CAMECO CORP COM 13321L108 4956500 115000 SH SOLE 115000 0 0 CANADIAN SOLAR INC COM 136635109 2974587 113404 SH SOLE 113404 0 0 CARLISLE COS INC COM 142339100 4928271 15774 SH SOLE 15774 0 0 CF INDUSTRIES HOLDINGS INC COM 125269100 4770000 60000 SH SOLE 60000 0 0 CHART INDUSTRIES INC COM 16115Q308 2940093 21566 SH SOLE 21566 0 0 CLEAN ENERGY FUELS CORP COM 184499101 1962281 512345 SH SOLE 512345 0 0 COHERENT CORP COM 19247G107 2446604 56205 SH SOLE 56205 0 0 ENERFLEX LTD COM 29269R105 4303378 930000 SH SOLE 930000 0 0 EOS ENERGY ENTERPRISES INC COM 29415C101 856361 785652 SH SOLE 785652 0 0 FERROGLOBE PLC SHS G33856108 3580500 550000 SH SOLE 550000 0 0 FIRST SOLAR INC COM 336433107 3009904 17471 SH SOLE 17471 0 0 FLEX LTD SHS Y2573F102 6161875 202294 SH SOLE 202294 0 0 FREEPORT-MCMORAN INC COM 35671D857 5334106 125302 SH SOLE 125302 0 0 GENERAL ELECTRIC CO COM 369604301 6077102 47615 SH SOLE 47615 0 0 GRAFTECH INTERNATIONAL LTD COM 384313508 2409000 1100000 SH SOLE 1100000 0 0 GREEN PLAINS INC COM 393222104 3528455 139907 SH SOLE 139907 0 0 INFINERA CORP COM 45667G103 2259789 475745 SH SOLE 475745 0 0 INNOVIZ TECHNOLOGIES LTD SHS M5R635108 1566065 618998 SH SOLE 618998 0 0 INTEL CORP COM 458140100 4495064 89454 SH SOLE 89454 0 0 ITRON INC COM 465741106 5268257 69769 SH SOLE 69769 0 0 KIRBY CORP COM 497266106 6557475 83556 SH SOLE 83556 0 0 METHANEX CORP COM 59151K108 4663681 98473 SH SOLE 98473 0 0 NET POWER INC COM 64107A105 1900436 188162 SH SOLE 188162 0 0 NEXGEN ENERGY LTD COM 65340P106 3325000 475000 SH SOLE 475000 0 0 NEXTRACKER INC COM 65290E101 3432137 73258 SH SOLE 73258 0 0 ORMAT TECHNOLOGIES INC COM 686688102 5130149 67689 SH SOLE 67689 0 0 QUALCOMM INC COM 747525103 5578234 38569 SH SOLE 38569 0 0 REPUBLIC SERVICES INC COM 760759100 11034293 66911 SH SOLE 66911 0 0 RIVIAN AUTOMOTIVE INC COM 76954A103 2061688 87881 SH SOLE 87881 0 0 SHOALS TECHNOLOGIES GROUP INC COM 82489W107 2119283 136376 SH SOLE 136376 0 0 SOCIEDAD QUIMICA Y MINERA DE C ADR 833635105 3629038 60263 SH SOLE 60263 0 0 STEM INC COM 85859N102 1330215 342839 SH SOLE 342839 0 0 STRATASYS LTD SHS M85548101 3284400 230000 SH SOLE 230000 0 0 SUNOPTA INC COM 8676EP108 2401259 438987 SH SOLE 438987 0 0 TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100 5482152 52713 SH SOLE 52713 0 0 TECK RESOURCES LTD COM 878742204 3824167 90470 SH SOLE 90470 0 0 TETRA TECHNOLOGIES INC COM 88162F105 3390000 750000 SH SOLE 750000 0 0 VERALTO CORP COM 92338C103 3525335 42856 SH SOLE 42856 0 0 VERTIV HOLDINGS CO COM 92537N108 2625224 54658 SH SOLE 54658 0 0 VISTRA CORP COM 92840M102 5389718 139920 SH SOLE 139920 0 0 WASTE MANAGEMENT INC COM 94106L109 10965577 61226 SH SOLE 61226 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 4527488 91761 SH SOLE 91761 0 0 WOLFSPEED INC COM 977852102 2046058 47025 SH SOLE 47025 0 0