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CIK 0002015727 • 6 13F filings • May 15, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACUITY INC | COM | $4.0M | 3.5% | 11,084 SH | New |
| ALCOA CORP | COM | $907K | 0.8% | 17,062 SH | New |
| AMERICAN ELEC PWR CO INC | COM | $5.4M | 4.8%Prev: 1.7% | 47,139 SH | Increased+26,554 SH |
| AMPHENOL CORP NEW | CL A | $4.8M | 4.2%Prev: 2.0% | 35,315 SH | Increased+13,430 SH |
| ATI INC | COM | $307K | 0.3%Prev: 1.6% | 2,671 SH | Decreased-23,240 SH |
| CATERPILLAR INC | COM | $3.5M | 3.1%Prev: 3.9% | 6,140 SH | Decreased-4,686 SH |
| COMFORT SYS USA INC | COM | $4.2M | 3.7%Prev: 3.0% | 4,462 SH | Increased-398 SH |
| CONSTRUCTION PARTNERS INC | COM CL A | $2.9M | 2.6%Prev: 2.5% | 26,647 SH | Decreased+106 SH |
| CUMMINS INC | COM | $3.6M | 3.1% | 6,995 SH | New |
| CURTISS WRIGHT CORP | COM | $3.4M | 3.0%Prev: 1.3% | 6,230 SH | Increased+3,003 SH |
| DONALDSON INC | COM | $5.3M | 4.7% | 59,871 SH | New |
| EMBRAER S.A. | SPONSORED ADS | $5.8M | 5.1% | 90,224 SH | New |
| GE VERNOVA INC | COM | $2.2M | 1.9% | 3,366 SH | New |
| GENERAL MTRS CO | COM | $3.5M | 3.1%Prev: 2.2% | 43,411 SH | Increased-3,905 SH |
| HOWMET AEROSPACE INC | COM | $4.3M | 3.8% | 20,823 SH | New |
| HUDBAY MINERALS INC | COM | $1.2M | 1.0% | 58,573 SH | New |
| HUNTINGTON INGALLS INDS INC | COM | $1.3M | 1.1% | 3,796 SH | New |
| IAMGOLD CORP | COM | $982K | 0.9%Prev: 3.2% | 59,572 SH | Decreased-276,759 SH |
| INSTALLED BLDG PRODS INC | COM | $1.7M | 1.5% | 6,717 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $7.1M | 6.3% | 28,910 SH | New |
| JOHNSON CTLS INTL PLC | SHS | $2.0M | 1.7%Prev: 1.2% | 16,488 SH | Increased+2,315 SH |
| LIGHTWAVE LOGIC INC | COM | $218K | 0.2% | 67,283 SH | New |
| MARTIN MARIETTA MATLS INC | COM | $2.8M | 2.4%Prev: 2.7% | 4,460 SH | Decreased-1,287 SH |
| MUELLER INDS INC | COM | $2.0M | 1.8% | 17,746 SH | New |
| MYR GROUP INC DEL | COM | $3.9M | 3.5% | 17,956 SH | New |
| PARKER-HANNIFIN CORP | COM | $5.6M | 4.9%Prev: 3.6% | 6,351 SH | Increased-1 SH |
| PENTAIR PLC | SHS | $4.3M | 3.8% | 40,980 SH | New |
| RESIDEO TECHNOLOGIES INC | COM | $1.4M | 1.2% | 39,728 SH | New |
| S&P GLOBAL INC | COM | $5.4M | 4.8%Prev: 1.7% | 10,334 SH | Increased+5,672 SH |
| TOLL BROTHERS INC | COM | $2.6M | 2.3%Prev: 1.4% | 19,234 SH | Increased+6,066 SH |
| TRANE TECHNOLOGIES PLC | SHS | $1.6M | 1.4% | 4,059 SH | New |
| UNITED RENTALS INC | COM | $2.3M | 2.0%Prev: 3.6% | 2,839 SH | Decreased-2,184 SH |
| WASTE CONNECTIONS INC | COM | $1.8M | 1.6% | 10,461 SH | New |
| WESTERN DIGITAL CORP | COM | $2.4M | 2.1% | 13,982 SH | New |
| XPO INC | COM | $3.2M | 2.8%Prev: 2.9% | 23,684 SH | Decreased-6,858 SH |
| ZURN ELKAY WATER SOLNS CORP | COM | $5.4M | 4.8%Prev: 2.3% | 116,955 SH | Increased+50,719 SH |
| 13F-HR |
| 0002015727-26-000003 |
| $45.1M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-005224 | $152.9M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0002015727-26-000002 | $52.3M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001085146-25-003313 | $150.3M | View |