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CIK 0001944889 • 6 13F filings • May 14, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ARGAN INC | COM | $58.1M | 3.8%Prev: 3.0% | 185,389 SH | Increased+37,060 SH |
| BATH & BODY WORKS INC | COM | $44.4M | 2.9%Prev: 3.4% | 2,211,826 SH | Decreased+411,468 SH |
| CARPENTER TECHNOLOGY CORP | COM | $198.4M | 13.1%Prev: 11.4% | 630,061 SH | Increased-607 SH |
| CORE & MAIN INC | CL A | $97.7M | 6.4%Prev: 4.9% | 1,879,883 SH | Increased+632,394 SH |
| FIRST SOLAR INC | COM | $30.2M | 2.0% | 115,600 SH | New |
| FRONTLINE PLC | COM | $11.9M | 0.8% | 546,168 SH | New |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | $24.6M | 1.6%Prev: 2.9% | 470,616 SH | Decreased-535,421 SH |
| LEGGETT & PLATT INC | COM | $13.6M | 0.9%Prev: 0.3% | 1,233,534 SH | Increased+833,534 SH |
| LIBERTY ENERGY INC | COM CL A | $25.6M | 1.7% | 1,384,217 SH | New |
| MASTEC INC | COM | $107.4M | 7.1%Prev: 6.6% | 494,011 SH | Increased+72,137 SH |
| PAR PAC HOLDINGS INC | COM NEW | $27.8M | 1.8%Prev: 2.4% | 791,832 SH | Decreased-125,329 SH |
| PEABODY ENERGY CORP | COM | $34.9M | 2.3%Prev: 1.4% | 1,174,262 SH | Increased+455,962 SH |
| PROPETRO HLDG CORP | COM | $14.6M | 1.0% | 1,531,035 SH | New |
| QXO INC | COM NEW | $72.0M | 4.7%Prev: 5.3% | 3,734,990 SH | Increased-3,597 SH |
| ROYAL CARIBBEAN GROUP | COM | $80.8M | 5.3% | 289,860 SH | New |
| SOMNIGROUP INTERNATIONAL INC | COM | $62.1M | 4.1%Prev: 4.3% | 695,566 SH | Increased-670 SH |
| TALEN ENERGY CORP | COM | $25.1M | 1.7% | 66,880 SH | New |
| VIKING HOLDINGS LTD | ORD SHS | $204.5M | 13.5%Prev: 16.2% | 2,863,247 SH | Decreased-683,708 SH |
| VISTRA CORP | COM | $181.0M | 11.9%Prev: 10.0% | 1,121,665 SH | Increased+426,374 SH |
| WARRIOR MET COAL INC | COM | $35.9M | 2.4%Prev: 2.5% | 407,476 SH | Increased-132,764 SH |
| WOODWARD INC | COM | $104.3M | 6.9%Prev: 4.7% | 344,999 SH | Increased+94,307 SH |
| XPO INC | COM | $63.5M | 4.2%Prev: 4.7% | 467,057 SH | Decreased-25,296 SH |
| 13F-HR |
| 0001944889-26-000005 |
| $2.38B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001944889-25-000005 | $1.28B | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001944889-26-000003 | $1.69B | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001944889-25-000004 | $732.2M | View |