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CIK 0001970731 • 6 13F filings • May 5, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALBEMARLE CORP | COM | $11.7M | 15.9% | 144,500 SH | New |
| AMERICAN AXLE & MFG HLDGS IN | COM | $4.4M | 6.0% | 732,000 SH | New |
| AMRIZE LTD | SHS | $10.0M | 13.6%Prev: 1.3% | 205,450 SH | Increased+180,450 SH |
| ANTERO RESOURCES CORP | COM | $10.9M | 14.8%Prev: 1.2% | 324,334 SH | Increased+289,334 SH |
| CONSTELLIUM SE | CL A SHS | $16.4M | 22.3%Prev: 8.6% | 1,103,169 SH | Increased+824,969 SH |
| GREEN PLAINS INC | COM | $10.2M | 13.8%Prev: 14.6% | 1,155,323 SH | Decreased+170,323 SH |
| WESCO INTL INC | COM | $9.9M | 13.5%Prev: 5.4% | 46,974 SH | Increased+30,769 SH |
| 13F-HR |
| 0001951757-26-001235 |
| $103.5M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001951757-25-001090 | $64.6M | View |
| Apr 30, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000762 | $114.3M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000504 | $89.0M | View |