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CIK 0001970731 • 6 13F filings • May 5, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AEVEX CORP | COM CL A | $6.6M | 6.4% | 317,150 SH | New |
| AMRIZE LTD | SHS | $1.3M | 1.3%Prev: 10.5% | 25,000 SH | Decreased-111,580 SH |
| ANTERO RESOURCES CORP | COM | $1.2M | 1.2%Prev: 6.6% | 35,000 SH | Decreased-70,984 SH |
| BUILDERS FIRSTSOURCE INC | COM | $895K | 0.9%Prev: 11.5% | 10,000 SH | Decreased-53,495 SH |
| CONSTELLIUM SE | CL A SHS | $8.9M | 8.6%Prev: 25.4% | 278,200 SH | Decreased-954,119 SH |
| DAUCH CORP | COM | $22.6M | 21.9% | 4,176,653 SH | New |
| GREEN PLAINS INC | COM | $15.1M | 14.6%Prev: 7.6% | 985,000 SH | Increased+167,677 SH |
| PEABODY ENGR CORP | COM | $11.6M | 11.2% | 502,250 SH | New |
| SELECT WATER SOLUTIONS INC | CL A COM | $15.1M | 14.6% | 755,689 SH | New |
| SIGMA LITHIUM CORPORATION | COM | $14.5M | 14.0% | 1,146,350 SH | New |
| WESCO INTL INC | COM | $5.6M | 5.4%Prev: 15.6% | 16,205 SH | Decreased-38,269 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 |