DAN β€” DANA INC

Ownership history in Covalis Capital LLP  Β·  4 quarters on record

AI Ownership Summary

Covalis Capital LLP reported DANA INC (DAN) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 3.67% in 2025 Q1. The latest visible filing shows DAN at 2.94% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Covalis Capital LLP's position in DANA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DAN was reported at 2.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.67% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Covalis Capital LLP held DAN β€” position size vs. price
% of Fund (quarterly)    DAN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,764,365 +349,559 +24.7% 2.94% $41.9M 2026-02-14 (Est.) $33.28
2025 Q3 ADDED 1,414,806 +488,629 +52.8% 3.19% $28.4M 2025-11-13 $21.02
2025 Q2 REDUCED 926,177 -526,895 -36.3% 1.93% $15.9M 2025-08-12 $18.52
2025 Q1 INITIATED 1,453,072 β€” β€” 3.67% $19.4M 2025-05-15 $15.85

FAQ About Covalis Capital LLP and DAN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Covalis Capital LLP reported owning DAN?

Covalis Capital LLP reported DAN across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported DAN position in Covalis Capital LLP's portfolio?

The largest reported portfolio weight for DAN was 3.67% in 2025 Q1.

What is the latest reported DAN position on this page?

The most recent filing on this page is 2025 Q4, when Covalis Capital LLP reported 1,764,365 shares, equal to 2.94% of portfolio, with an estimated market value of $41.9M.

What does the chart on this DAN ownership page compare?

The chart compares Covalis Capital LLP's quarterly DAN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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