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CIK 0002040638 • 3 13F filings • Feb 10, 2026 – Aug 4, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AERCAP HOLDINGS NV | Common Stock | $13.4M | 10.0% | 93,245 SH | New |
| ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | Common Stock | $8.5M | 6.4%Prev: 2.7% | 187,455 SH | Increased+123,506 SH |
| CASELLA WASTE SYS INC CL A | Common Stock | $14.2M | 10.6%Prev: 12.9% | 145,140 SH | Decreased-44,387 SH |
| CENTURI HOLDINGS INC COM SHS | Common Stock | $8.7M | 6.5%Prev: 8.6% | 344,621 SH | Decreased-57,094 SH |
| CLEAN HARBORS INC | Common Stock | $15.3M | 11.4%Prev: 8.4% | 65,101 SH | Increased+25,184 SH |
| EAGLE MATLS INC | Common Stock | $7.5M | 5.6%Prev: 3.6% | 36,279 SH | Increased+13,816 SH |
| EMERSON ELEC CO | Common Stock | $5.6M | 4.2% | 41,978 SH | New |
| FIRST SOLAR INC | Common Stock | $2.8M | 2.1% | 10,588 SH | New |
| GFL ENVIRONMENTAL INC SUB VTG SHS | Common Stock | $8.3M | 6.2%Prev: 6.9% | 193,551 SH | Decreased-72,638 SH |
| GRANITE CONSTR INC | Common Stock | $16.3M | 12.1%Prev: 14.8% | 141,003 SH | Decreased+8,519 SH |
| HUB GROUP INC CL A | Common Stock | $5.7M | 4.2% | 133,823 SH | New |
| IDEX CORP | Common Stock | $8.3M | 6.2% | 46,411 SH | New |
| MARVELL TECHNOLOGY INC | Common Stock | $8.2M | 6.1% | 97,023 SH | New |
| OWENS CORNING NEW | Common Stock | $2.6M | 1.9% | 23,200 SH | New |
| SIEMENS ENERGY AG UNSPONSORED ADR | Common Stock | $577K | 0.4% | 4,116 SH | New |
| TE CONNECTIVITY PLC ORD SHS | Common Stock | $8.3M | 6.2%Prev: 9.5% | 36,447 SH | Decreased-30,117 SH |
| 13F-HR |
| 0001214659-26-005718 |
| $126.4M |
| View |