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CIK 0001279151 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADICET BIO, INC. | COM | $177K | 0.0% | 289,935 SH | New |
| BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX | IPATH S&P 500 SH | $1.1M | 0.3%Prev: 0.6% | 23,750 SH | Increased-3,750 SH |
| BATTALION OIL CORPORATION | COM | $7.9M | 2.1% | 6,151,448 SH | New |
| CHEMOURS COMPANY (THE) | COM | $23.6M | 6.1% | 2,061,790 SH | New |
| CONTEXT THERAPEUTICS INC | COM | $215K | 0.1% | 328,222 SH | New |
| CROWN HOLDINGS INC | COM | $2.5M | 0.7% | 24,500 SH | New |
| FLUOR CORPORATION | COM | $1.0M | 0.3% | 20,000 SH | New |
| GXO LOGISTICS INCORPORATED | COM | $5.2M | 1.4%Prev: 2.0% | 107,752 SH | Increased+42,811 SH |
| KIRBY CORPORATION | COM | $3.4M | 0.9% | 29,836 SH | New |
| KRONOS WORLDWIDE, INC | COM | $2.7M | 0.7% | 435,459 SH | New |
| LUCID DIAGNOSTICS INC | COM | $914K | 0.2% | 794,830 SH | New |
| MERSANA THERAPEUTICS INC | COM | $308K | 0.1% | 1,039,314 SH | New |
| O-I GLASS, INC | COM | $26.2M | 6.8% | 1,776,636 SH | New |
| QUAKER HOUGHTON | COM | $11.5M | 3.0%Prev: 10.2% | 103,051 SH | Decreased-33,149 SH |
| REKOR SYSTEMS INC | COM | $593K | 0.2% | 511,622 SH | New |
| SABLE OFFSHORE CORP | COM | $2.1M | 0.6% | 97,000 SH | New |
| SEALED AIR CORPORATION | COM | $13.5M | 3.5% | 433,804 SH | New |
| STARDUST PWR INC | COM | $217K | 0.1% | 1,101,197 SH | New |
| VENTURE GLOBAL INC | COM | $280.9M | 73.1% | 18,027,083 SH | New |
| 13F-HR |
| 0001104659-26-097284 |
| $146.3M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001104659-25-078537 | $384.2M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001104659-26-062456 | $165.5M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001104659-25-049423 | $302.7M | View |