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CIK 0001837343 • 7 13F filings • May 14, 2025 – Aug 17, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $59.2M | 2.2%Prev: 2.4% | 370,000 SH | Increased |
| ADVANCED DRAIN SYS INC DEL | COM | $23.2M | 0.9%Prev: 0.9% | 160,000 SH | Increased+10,000 SH |
| ARRAY TECHNOLOGIES INC | COM SHS | $118.9M | 4.5%Prev: 4.4% | 12,891,300 SH | Increased |
| ATKORE INC | COM | $46.1M | 1.7%Prev: 1.9% | 728,206 SH | Increased |
| ATS CORP | COM | $45.4M | 1.7% | 1,649,857 SH | New |
| BOEING CO | COM | $112.6M | 4.2% | 518,483 SH | New |
| BUILDERS FIRSTSOURCE INC | COM | $24.7M | 0.9%Prev: 1.2% | 240,000 SH | Decreased |
| CEMEX SAB DE CV | SPON ADR NEW | $124.1M | 4.7%Prev: 4.1% | 10,802,750 SH | Increased |
| CENTURI HOLDINGS INC | COM SHS | $101.8M | 3.8%Prev: 3.4% | 4,030,000 SH | Increased+200,000 SH |
| CORE & MAIN INC | CL A | $41.4M | 1.6%Prev: 1.8% | 797,000 SH | Decreased+21,500 SH |
| CRH PLC | ORD | $130.5M | 4.9%Prev: 5.3% | 1,046,000 SH | Increased |
| DYCOM INDS INC | COM | $341.2M | 12.9%Prev: 12.5% | 1,009,784 SH | Increased |
| ENERSYS | COM | $68.6M | 2.6%Prev: 2.2% | 467,500 SH | Increased |
| FIRST SOLAR INC | COM | $546.1M | 20.6%Prev: 19.5% | 2,090,390 SH | Increased+390 SH |
| GRANITE CONSTR INC | COM | $128.0M | 4.8%Prev: 5.1% | 1,110,048 SH | Increased |
| INTERNATIONAL PAPER CO | COM | $95.7M | 3.6%Prev: 4.0% | 2,430,000 SH | Increased+400,000 SH |
| JAMES HARDIE INDS PLC | ORD SHS | $106.2M | 4.0%Prev: 3.4% | 5,120,200 SH | Increased+901,700 SH |
| MASTEC INC | COM | $468.4M | 17.7%Prev: 19.4% | 2,155,000 SH | Increased |
| SABRE CORP | COM | $6.3M | 0.2%Prev: 0.4% | 4,667,000 SH | Decreased |
| SITEONE LANDSCAPE SUPPLY INC | COM | $12.4M | 0.5%Prev: 0.5% | 99,200 SH | Decreased-1,050 SH |
| TFI INTL INC | COM | $15.0M | 0.6%Prev: 0.5% | 145,000 SH | Increased |
| TREX CO INC | COM | $19.4M | 0.7% | 552,000 SH | New |
| WATERBRIDGE INFRASTRUCTURE L | CL A SHS REPSTG | $14.0M | 0.5%Prev: 0.7% | 700,000 SH | Decreased |
| 13F-HR/A |
| 0001837343-26-000007 |
| $4.28B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001837343-25-000005 | $2.02B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001837343-26-000004 | $2.80B | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001837343-25-000004 | $1.34B | View |