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CIK 0001800641 • 6 13F filings • May 12, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $69.2M | 6.8%Prev: 2.0% | 300,000 SH | Increased+200,000 SH |
| BALL CORP | COM | $37.1M | 3.6% | 700,000 SH | New |
| BANK AMERICA CORP | COM | $27.5M | 2.7% | 500,000 SH | New |
| CARPENTER TECHNOLOGY CORP | COM | $65.5M | 6.4%Prev: 5.9% | 208,200 SH | Increased-50,700 SH |
| CARRIER GLOBAL CORPORATION | COM | $15.9M | 1.5%Prev: 2.8% | 300,000 SH | Decreased-200,000 SH |
| CENTURY ALUM CO | COM | $9.8M | 1.0% | 250,000 SH | New |
| CHENIERE ENERGY INC | COM NEW | $69.8M | 6.8%Prev: 2.4% | 358,900 SH | Increased+250,000 SH |
| CONSTRUCTION PARTNERS INC | COM CL A | $16.3M | 1.6% | 150,000 SH | New |
| CORNING INC | COM | $63.9M | 6.2%Prev: 6.3% | 730,000 SH | Decreased-100,000 SH |
| CRH PLC | ORD | $39.9M | 3.9%Prev: 5.2% | 319,800 SH | Decreased-150,000 SH |
| FREEPORT-MCMORAN INC | CL B | $25.4M | 2.5% | 500,000 SH | New |
| GE AEROSPACE | COM NEW | $63.6M | 6.2% | 206,400 SH | New |
| GFL ENVIRONMENTAL INC | SUB VTG SHS | $57.7M | 5.6%Prev: 3.3% | 1,342,400 SH | Increased+600,000 SH |
| MOSAIC CO NEW | COM | $7.2M | 0.7% | 300,000 SH | New |
| NORTHERN DYNASTY MINERALS LT | COM NEW | $10.6M | 1.0% | 5,385,000 SH | New |
| NUCOR CORP | COM | $48.9M | 4.8% | 300,000 SH | New |
| QUANTA SVCS INC | COM | $65.6M | 6.4%Prev: 6.0% | 155,500 SH | Increased-200 SH |
| RANGE RES CORP | COM | $28.2M | 2.8% | 800,000 SH | New |
| SKEENA RES LTD NEW | COM | $12.4M | 1.2% | 523,000 SH | New |
| SPOTIFY TECHNOLOGY S A | SHS | $11.6M | 1.1%Prev: 1.6% | 20,000 SH | Decreased-5,000 SH |
| SYNOPSYS INC | COM | $18.8M | 1.8%Prev: 1.1% | 40,000 SH | Increased+15,000 SH |
| T1 ENERGY INC | COM NEW | $8.3M | 0.8% | 1,250,000 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $62.8M | 6.1%Prev: 2.6% | 206,600 SH | Increased+106,600 SH |
| TALEN ENERGY CORP | COM | $77.2M | 7.5%Prev: 6.2% | 206,000 SH | Increased+50,000 SH |
| TECK RESOURCES LTD | CL B | $23.9M | 2.3% | 500,000 SH | New |
| UNITED AIRLS HLDGS INC | COM | $28.0M | 2.7% | 250,000 SH | New |
| VIPER ENERGY INC | CL A | $57.9M | 5.7%Prev: 3.5% | 1,500,000 SH | Increased+500,000 SH |
| WOODWARD INC | COM | $1.6M | 0.2% | 5,200 SH | New |
| 13F-HR |
| 0001800641-26-000006 |
| $794.6M |
| View |
| Aug 7, 2025 | Q2 2025 | 13F-HR | 0001719307-25-000005 | $998.8M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001800641-26-000004 | $594.8M | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0001800641-25-000004 | $388.3M | View |