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CIK 0002050231 • 3 13F filings • Feb 13, 2026 – Aug 14, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALASKA AIR GROUP INC | COM | $5.5M | 4.7%Prev: 2.8% | 108,980 SH | Increased+41,180 SH |
| AMERICAN AXLE & MFG HLDGS IN | COM | $4.5M | 3.8% | 696,536 SH | New |
| BILL HOLDINGS INC | COM | $1.8M | 1.5% | 32,560 SH | New |
| BIOLIFE SOLUTIONS INC | COM NEW | $5.3M | 4.5%Prev: 5.4% | 217,548 SH | Decreased-21,302 SH |
| BJS RESTAURANTS INC | COM | $4.1M | 3.5% | 103,283 SH | New |
| CACTUS INC | CL A | $4.8M | 4.1% | 105,564 SH | New |
| CORNING INC | COM | $5.6M | 4.8%Prev: 3.3% | 64,434 SH | Increased+48,237 SH |
| ENTEGRIS INC | COM | $3.1M | 2.6%Prev: 2.7% | 36,505 SH | Decreased+17,317 SH |
| ENVIRI CORP | COM | $16.4M | 14.0%Prev: 4.5% | 917,573 SH | Increased+658,007 SH |
| JAMES HARDIE INDS PLC | ORD SHS | $5.7M | 4.9%Prev: 4.8% | 276,010 SH | Decreased+47,568 SH |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | $5.7M | 4.9% | 109,816 SH | New |
| LATTICE SEMICONDUCTOR CORP | COM | $5.2M | 4.5%Prev: 5.1% | 71,320 SH | Decreased+29,141 SH |
| MERCURY SYS INC | COM | $10.4M | 8.9%Prev: 9.8% | 143,068 SH | Decreased+42,693 SH |
| NATIONAL VISION HLDGS INC | COM | $5.3M | 4.5%Prev: 5.1% | 204,320 SH | Decreased-130,724 SH |
| PERFORMANCE FOOD GROUP CO | COM | $5.5M | 4.7%Prev: 4.9% | 61,149 SH | Decreased+6,210 SH |
| SHIFT4 PMTS INC | CL A | $3.0M | 2.6% | 47,559 SH | New |
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | $3.2M | 2.7% | 34,770 SH | New |
| SOLSTICE ADVANCED MATLS INC | COM SHS | $6.2M | 5.3%Prev: 4.9% | 127,790 SH | Increased+58,221 SH |
| SOMNIGROUP INTERNATIONAL INC | COM | $5.5M | 4.7%Prev: 6.2% | 61,437 SH | Decreased-37,220 SH |
| STEVANATO GROUP S P A | ORD SHS | $5.5M | 4.7% | 275,565 SH | New |
| WILLIS TOWERS WATSON PLC LTD | SHS | $4.8M | 4.1% | 14,676 SH | New |
| 13F-HR |
| 0000905148-26-002353 |
| $107.9M |
| View |