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CIK 0001970731 • 6 13F filings • May 5, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMRIZE LTD | SHS | $10.3M | 9.0% | 184,125 SH | New |
| CONSTELLIUM SE | CL A SHS | $13.5M | 11.8%Prev: 19.6% | 494,400 SH | Decreased-1,238,919 SH |
| DAUCH CORP | COM | $26.4M | 23.1% | 4,420,000 SH | New |
| GREEN PLAINS INC | COM | $17.3M | 15.1%Prev: 6.9% | 1,064,611 SH | Increased-209,712 SH |
| L3HARRIS TECHNOLOGIES INC | COM | $5.8M | 5.0% | 16,270 SH | New |
| LITHIUM AMERS CORP NEW | COM SHS | $6.8M | 5.9% | 1,710,300 SH | New |
| PEABODY ENGR CORP | COM | $7.9M | 6.9% | 239,800 SH | New |
| SELECT WATER SOLUTIONS INC | CL A COM | $13.2M | 11.5% | 880,230 SH | New |
| SOLSTICE ADVANCED MATLS INC | COM SHS | $6.3M | 5.5% | 80,400 SH | New |
| WESCO INTL INC | COM | $7.0M | 6.1%Prev: 12.1% | 24,950 SH | Decreased-44,445 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 |