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CIK 0001598245 • 7 13F filings • May 14, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALASKA AIR GROUP INC | COM | $19.3M | 3.6%Prev: 6.4% | 382,800 SH | Decreased-335,000 SH |
| AMRIZE LTD | SHS | $18.9M | 3.6% | 350,000 SH | New |
| APOLLO GLOBAL MGMT INC | COM | $42.4M | 8.0%Prev: 9.4% | 292,930 SH | Decreased-100,000 SH |
| APTIV PLC | COM SHS | $21.7M | 4.1% | 285,000 SH | New |
| BLOCK H & R INC | COM | $34.9M | 6.6% | 800,000 SH | New |
| BRINKS CO | COM | $39.7M | 7.5%Prev: 4.6% | 340,000 SH | Increased+120,000 SH |
| BRUNSWICK CORP | COM | $33.1M | 6.2%Prev: 5.6% | 445,190 SH | Increased-50,000 SH |
| BUILDERS FIRSTSOURCE INC | COM | $31.2M | 5.9%Prev: 7.1% | 303,000 SH | Decreased-25,000 SH |
| CARLISLE COS INC | COM | $18.4M | 3.5%Prev: 8.1% | 57,530 SH | Decreased-80,000 SH |
| DANA INC | COM | $21.4M | 4.0%Prev: 2.9% | 900,000 SH | Increased+100,000 SH |
| GARRETT MOTION INC | COM | $4.4M | 0.8% | 250,000 SH | New |
| MALIBU BOATS INC | COM CL A | $25.5M | 4.8%Prev: 5.1% | 905,014 SH | Decreased+20,000 SH |
| MERITAGE HOMES CORP | COM | $13.2M | 2.5%Prev: 3.9% | 200,000 SH | Decreased-100,000 SH |
| MOHAWK INDS INC | COM | $30.9M | 5.8%Prev: 8.6% | 282,480 SH | Decreased-90,000 SH |
| ONEMAIN HLDGS INC | COM | $18.8M | 3.6%Prev: 2.9% | 278,300 SH | Increased-5,000 SH |
| OSHKOSH CORP | COM | $3.1M | 0.6% | 25,000 SH | New |
| OWENS CORNING NEW | COM | $35.7M | 6.7%Prev: 9.6% | 318,570 SH | Decreased-60,000 SH |
| PATRICK INDS INC | COM | $19.5M | 3.7% | 180,000 SH | New |
| PHINIA INC | COMMON STOCK | $27.1M | 5.1%Prev: 3.8% | 432,330 SH | Increased+65,000 SH |
| ROCKET COS INC | COM CL A | $42.7M | 8.1% | 2,206,150 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET CON | $2.6M | 0.5% | 33,910 SH | New |
| VIASAT INC | COM | $25.0M | 4.7%Prev: 4.4% | 725,000 SH | Increased-125,000 SH |
| 13F-HR |
| 0001598245-26-000004 |
| $596.4M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001085146-25-005024 | $434.3M | View |
| May 18, 2026 | Q1 2026 | 13F-HR/A | 0001598245-26-000003 | $517.9M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001085146-25-003143 | $422.8M | View |