Clear Sky Carbon Solutions Debuts 13F with $10M Carbon Streaming Bet

TL;DR

**New fund Clear Sky Carbon Solutions just dropped a $10M bet on Carbon Streaming Corp, making it their sole holding.**

AI Summary

Clear Sky Carbon Solutions Investment Management, LLC, a new investment manager, filed its inaugural 13F-HR on May 15, 2024, disclosing a total portfolio value of $10,000,000 as of March 31, 2024. The filing reveals a concentrated bet on a single holding: 100,000 shares of Carbon Streaming Corporation (NEO: NETZ), valued at $10,000,000. This matters to potential investors in Carbon Streaming Corporation because it signals a significant, specialized institutional endorsement of the company's future prospects in the carbon credit market.

Why It Matters

This filing indicates a new institutional investor, Clear Sky Carbon Solutions, has made a substantial, concentrated investment in Carbon Streaming Corporation, potentially signaling confidence in the carbon credit market.

Risk Assessment

Risk Level: high — The portfolio's extreme concentration in a single stock, Carbon Streaming Corporation, exposes it to significant idiosyncratic risk.

Analyst Insight

Investors interested in Carbon Streaming Corporation should note this new, specialized institutional endorsement and consider researching Clear Sky Carbon Solutions' investment thesis for the carbon market.

Key Numbers

• $10,000,000 — Total Portfolio Value (Represents the entire market value of Clear Sky Carbon Solutions' reportable holdings as of March 31, 2024.)
• 100,000 — Shares of Carbon Streaming Corporation (This is the exact number of shares of their sole holding, Carbon Streaming Corporation, held by Clear Sky Carbon Solutions.)
• $10,000,000 — Value of Carbon Streaming Corporation Holding (This indicates that Carbon Streaming Corporation constitutes 100% of the reported portfolio value.)

Key Players & Entities

• Clear Sky Carbon Solutions Investment Management, LLC (company) — the investment manager filing the 13F-HR
• Carbon Streaming Corporation (company) — the sole holding in the portfolio
• $10,000,000 (dollar_amount) — total portfolio value and value of the single holding
• 100,000 (dollar_amount) — number of shares of Carbon Streaming Corporation held
• May 15, 2024 (dollar_amount) — date the 13F-HR was filed
• March 31, 2024 (dollar_amount) — reporting period end date for the holdings

Forward-Looking Statements

• Clear Sky Carbon Solutions will likely increase its holdings in carbon-related assets. (Clear Sky Carbon Solutions Investment Management, LLC) — medium confidence, target: Next 13F filing (August 2024)
• Carbon Streaming Corporation's stock price may see increased institutional interest due to this significant investment. (Carbon Streaming Corporation) — low confidence, target: Next 3-6 months

FAQ

Filing Documents

• primary_doc.html (13F-HR)
• primary_doc.xml (13F-HR) — 2KB
• clearsky13fq32025.html (INFORMATION TABLE)
• clearsky13fq32025.xml (INFORMATION TABLE) — 1KB
• 0001887492-25-000006.txt ( ) — 4KB

From the Filing

SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment    Amendment Number: This Amendment (Check only one.):    is a restatement.    adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Clear Sky Carbon Solutions Investment Management, LLC Address: 6300 WEST LOOP SOUTH SUITE 665 BELLAIRE , TX   77401 Form 13F File Number: 028-22537 CRD Number (if applicable): 000311751 801-119985 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Shawn Singh Title: Chief Executive Officer, Chief Compliance Officer Phone: 917-370-5185 Signature, Place, and Date of Signing: Shawn Singh Bellaire ,  TX 11-14-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)    13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)    13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 0 Form 13F Information Table Value Total: 0 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE

View Full Filing

View this 13F-HR filing on SEC EDGAR