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CIK 0001279151 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALGORHYTHM HLDGS INC | COM | $118K | 0.1% | 206,250 SH | New |
| AMCOR PLC | COM | $2.5M | 1.7% | 57,879 SH | New |
| ARCBEST CORP | COM | $1.3M | 0.9% | 8,800 SH | New |
| AVIENT CORPORATION | COM | $24.7M | 16.9% | 667,378 SH | New |
| BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX | IPATH S&P 500 SH | $1.7M | 1.2%Prev: 0.3% | 77,500 SH | Increased+53,750 SH |
| BATTALION OIL CORP | COM | $1.4M | 1.0% | 1,069,455 SH | New |
| CELANESE CORP DEL | COM | $3.9M | 2.7% | 84,971 SH | New |
| CHEMOURS CO | COM | $16.1M | 11.0% | 786,245 SH | New |
| COMSTOCK RES INC | COM | $448K | 0.3% | 30,000 SH | New |
| CROWN HLDGS INC | COM | $1.3M | 0.9% | 11,600 SH | New |
| ELMET GROUP CO (THE) | COM | $247K | 0.2% | 12,500 SH | New |
| FERMI INC | COM | $142K | 0.1% | 15,495 SH | New |
| GEMINI SPACE STA INC | CL A COM | $288K | 0.2% | 67,500 SH | New |
| GXO LOGISTICS INCORPORATED | COM | $13.3M | 9.1%Prev: 1.4% | 263,217 SH | Increased+155,465 SH |
| H.B. FULLER COMPANY | COM | $9.2M | 6.3% | 157,556 SH | New |
| KRONOS WORLDWIDE INC | COM | $1.6M | 1.1% | 253,807 SH | New |
| MAXCYTE INC | COM | $75K | 0.1% | 60,604 SH | New |
| METHANEX CORPORATION | COM | $9.8M | 6.7% | 213,098 SH | New |
| O-I GLASS INC | COM | $17.1M | 11.7% | 1,776,150 SH | New |
| PPG INDUSTRIES INC | COM | $553K | 0.4% | 4,562 SH | New |
| QUAKER HOUGHTON | COM | $12.4M | 8.5%Prev: 3.0% | 78,196 SH | Increased-24,855 SH |
| RARE EARTHS AMERICAS INC | COM | $458K | 0.3% | 30,000 SH | New |
| SILGAN HLDGS INC | COM | $14.5M | 9.9% | 312,855 SH | New |
| SOLSTICE ADVANCED MATLS INC | COM | $8.7M | 5.9% | 97,819 SH | New |
| STARDUST PWR INC | COM | $215K | 0.1%Prev: 0.1% | 138,138 SH | Decreased-963,059 SH |
| SUNPOWER INC | COM | $292K | 0.2% | 425,000 SH | New |
| VERSIGENT PLC | ORDINARY SHARES | $3.1M | 2.1% | 73,870 SH | New |
| VISTAGEN THERAPEUTICS INC | COM | $91K | 0.1% | 403,115 SH | New |
| VOLITIONRX LTD | COM | $212K | 0.1% | 156,897 SH | New |
| W & T OFFSHORE INC | COM | $473K | 0.3% | 150,000 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 |