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CIK 0001312908 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMRIZE LTD | SHS | $132.2M | 3.5%Prev: 2.8% | 2,444,508 SH | Decreased-724,796 SH |
| API GROUP CORP | COM STK | $70.2M | 1.8%Prev: 1.3% | 1,833,567 SH | Decreased-290,409 SH |
| ARMSTRONG WORLD INDS INC NEW | COM | $81.7M | 2.2%Prev: 1.7% | 427,768 SH | Decreased-51,952 SH |
| ATKORE INC | COM | $172.9M | 4.6%Prev: 3.3% | 2,733,147 SH | Decreased-210,901 SH |
| CARRIER GLOBAL CORPORATION | COM | $170.2M | 4.5%Prev: 3.1% | 3,220,480 SH | Decreased+292,974 SH |
| CONSENSUS CLOUD SOLUTIONS IN | COM | $39.2M | 1.0%Prev: 0.7% | 1,794,967 SH | Decreased+423,953 SH |
| CRH PLC | ORD | $97.2M | 2.6%Prev: 2.3% | 778,679 SH | Decreased-288,016 SH |
| DARLING INGREDIENTS INC | COM | $170.8M | 4.5%Prev: 3.5% | 4,744,048 SH | Decreased-1,621,861 SH |
| DAVITA INC | COM | $133.5M | 3.5%Prev: 2.8% | 1,175,485 SH | Decreased-14,898 SH |
| ELEMENT SOLUTIONS INC | COM | $114.0M | 3.0%Prev: 1.9% | 4,562,986 SH | Increased+340,662 SH |
| ENVISTA HOLDINGS CORPORATION | COM | $126.1M | 3.3%Prev: 2.3% | 5,808,119 SH | Decreased-414,854 SH |
| FORTIVE CORP | COM | $134.8M | 3.5%Prev: 3.5% | 2,441,779 SH | Decreased-1,530,354 SH |
| GAMING & LEISURE PPTYS INC | COM | $93.4M | 2.5%Prev: 2.0% | 2,088,962 SH | Decreased-258,654 SH |
| GARRETT MOTION INC | COM | $95.5M | 2.5%Prev: 1.5% | 5,477,859 SH | Increased-844,763 SH |
| MASTERBRAND INC | COMMON STOCK | $101.9M | 2.7%Prev: 2.4% | 9,225,631 SH | Decreased-1,150,709 SH |
| NEOGEN CORP | COM | $58.6M | 1.5%Prev: 1.1% | 8,385,534 SH | Decreased-2,514,918 SH |
| OTIS WORLDWIDE CORP | COM | $66.2M | 1.7%Prev: 1.8% | 757,971 SH | Decreased-355,864 SH |
| PENTAIR PLC | SHS | $135.7M | 3.6%Prev: 2.1% | 1,302,606 SH | Increased+221,650 SH |
| QNITY ELECTRONICS INC | COMMON STOCK | $24.9M | 0.7% | 305,463 SH | New |
| RALLIANT CORP | COM | $114.8M | 3.0%Prev: 2.3% | 2,255,516 SH | Decreased-730,214 SH |
| RENTOKIL INITIAL PLC | SPONSORED ADR | $133.1M | 3.5%Prev: 2.7% | 4,516,572 SH | Decreased-1,471,047 SH |
| S&P GLOBAL INC | COM | $150.3M | 4.0%Prev: 2.5% | 287,554 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET IND | $514.2M | 13.5% | 3,315,000 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET MAT | $290.2M | 7.6% | 6,400,000 SH | New |
| TIC SOLUTIONS INC | COM | $150.0M | 3.9% | 14,836,121 SH | New |
| TKO GROUP HOLDINGS INC | CL A | $173.4M | 4.6%Prev: 1.9% | 829,869 SH | Increased+294,923 SH |
| VERALTO CORP | COM SHS | $79.1M | 2.1%Prev: 2.0% | 792,785 SH | Decreased-243,263 SH |
| VICI PPTYS INC | COM | $95.9M | 2.5%Prev: 1.6% | 3,409,160 SH | Increased+740,000 SH |
| WYNDHAM HOTELS & RESORTS INC | COM | $56.4M | 1.5%Prev: 1.2% | 746,848 SH | Decreased-59,930 SH |
| XBP GLOBAL HOLDINGS INC | COM NEW | $21.7M | 0.6% | 3,193,149 SH | New |
| 13F-HR |
| 0001172661-26-003599 |
| $4.16B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003468 | $5.80B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002331 | $3.66B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002189 | $5.10B | View |