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CIK 0001843019 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN VANGUARD CORP | COM | $2.4M | 1.3%Prev: 1.2% | 618,657 SH | Increased+278,657 SH |
| ARHAUS INC | COM CL A | $1.7M | 0.9%Prev: 0.6% | 150,000 SH | Increased+50,000 SH |
| C3 AI INC | CL A | $8.1M | 4.4%Prev: 1.9% | 600,400 SH | Increased+415,000 SH |
| CELANESE CORP DEL | COM | $5.8M | 3.1% | 137,000 SH | New |
| CITI TRENDS INC | COM | $1.2M | 0.7% | 30,000 SH | New |
| CLEAR CHANNEL OUTDOOR HLDGS | COM | $5.2M | 2.8%Prev: 2.4% | 2,350,000 SH | Increased-150,000 SH |
| COOPER STD HLDGS INC | COM | $12.3M | 6.6%Prev: 3.9% | 375,000 SH | Increased+200,000 SH |
| DANA INC | COM | $17.3M | 9.4%Prev: 9.6% | 730,000 SH | Increased-70,000 SH |
| DOLLAR GEN CORP NEW | COM | $7.3M | 3.9% | 55,000 SH | New |
| FLOOR & DECOR HLDGS INC | CL A | $5.2M | 2.8% | 85,000 SH | New |
| GATES INDL CORP PLC | ORD SHS | $3.6M | 2.0%Prev: 0.7% | 170,000 SH | Increased+120,000 SH |
| GREIF INC | CL A | $11.8M | 6.4% | 175,000 SH | New |
| INGEVITY CORP | COM | $5.9M | 3.2% | 100,000 SH | New |
| MASTERBRAND INC | COMMON STOCK | $2.2M | 1.2%Prev: 0.2% | 200,000 SH | Increased+175,000 SH |
| MAYVILLE ENGR CO INC | COM | $11.3M | 6.1% | 605,000 SH | New |
| NATIONAL CINEMEDIA INC | COM NEW | $389K | 0.2% | 100,000 SH | New |
| NATIONAL PRESTO INDS INC | COM | $8.0M | 4.3%Prev: 2.8% | 75,000 SH | Increased+34,000 SH |
| NEWELL BRANDS INC | COM | $1.5M | 0.8%Prev: 1.9% | 400,000 SH | Decreased-200,000 SH |
| QUANEX BLDG PRODS CORP | COM | $2.0M | 1.1% | 130,000 SH | New |
| RED CAT HLDGS INC | COM | $1.7M | 0.9% | 215,000 SH | New |
| REDWIRE CORPORATION | COM | $203K | 0.1% | 26,667 SH | New |
| SCHOLASTIC CORP | COM | $6.2M | 3.4%Prev: 3.1% | 210,000 SH | Increased+20,000 SH |
| SELECT WATER SOLUTIONS INC | CL A COM | $5.3M | 2.8%Prev: 5.8% | 500,000 SH | Decreased-400,000 SH |
| SENECA FOODS CORP NEW | CL A | $2.5M | 1.4%Prev: 1.4% | 23,000 SH | Increased+2,000 SH |
| SONOCO PRODS CO | COM | $9.6M | 5.2%Prev: 1.3% | 220,000 SH | Increased+170,000 SH |
| SPROUT SOCIAL INC | COM CL A | $3.4M | 1.8% | 300,000 SH | New |
| SPS COMM INC | COM | $3.6M | 1.9% | 40,000 SH | New |
| TECHTARGET INC | COM NEW | $6.3M | 3.4%Prev: 3.5% | 1,165,130 SH | Increased+155,130 SH |
| TITAN INTL INC ILL | COM | $4.1M | 2.2%Prev: 2.3% | 530,000 SH | Increased+20,000 SH |
| TITAN MACHY INC | COM | $7.0M | 3.8%Prev: 2.5% | 465,000 SH | Increased+215,000 SH |
| UNIFIRST CORP MASS | COM | $1.9M | 1.0% | 10,000 SH | New |
| VARONIS SYS INC | COM | $2.8M | 1.5% | 85,000 SH | New |
| WORLD KINECT CORPORATION | COM | $17.3M | 9.4%Prev: 9.3% | 740,000 SH | Increased+140,000 SH |
| 13F-HR |
| 0001843019-26-000004 |
| $202.5M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001970572-25-000006 | $230.2M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001843019-26-000003 | $250.0M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001843019-25-000003 | $353.6M | View |