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CIK 0002111003 • 4 13F filings • Feb 17, 2026 – Sep 21, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCE AUTO PARTS INC | COM | $1.6M | 0.9%Prev: 1.7% | 41,926 SH | Decreased-14,862 SH |
| ALLISON TRANSMISSION HLDGS I | COM | $13.6M | 7.5%Prev: 8.3% | 138,709 SH | Decreased-17,482 SH |
| AXALTA COATING SYS LTD | COM | $13.3M | 7.3%Prev: 10.4% | 412,758 SH | Decreased-232,885 SH |
| B2GOLD CORP | COM | $26.3M | 14.5%Prev: 12.7% | 5,842,923 SH | Decreased-1,383,891 SH |
| BORGWARNER INC | COM | $8.5M | 4.7%Prev: 2.9% | 189,282 SH | Increased+94,882 SH |
| CLOROX CO DEL | COM | $11.9M | 6.5%Prev: 11.8% | 117,800 SH | Decreased-145,989 SH |
| CORE LABORATORIES INC | COM | $5.0M | 2.8%Prev: 1.4% | 312,928 SH | Increased+50,034 SH |
| ENERGIZER HLDGS INC NEW | COM | $8.3M | 4.6% | 418,808 SH | New |
| ERO COPPER CORP | COM | $10.0M | 5.5%Prev: 2.8% | 351,237 SH | Increased+128,066 SH |
| GENTEX CORP | COM | $6.1M | 3.4%Prev: 4.9% | 262,700 SH | Decreased-153,957 SH |
| LAMB WESTON HLDGS INC | COM | $4.0M | 2.2%Prev: 2.1% | 95,803 SH | Decreased-8,300 SH |
| MOLSON COORS BEVERAGE CO | CL B | $7.6M | 4.2%Prev: 3.1% | 163,832 SH | Increased-4,300 SH |
| RANGE RES CORP | COM | $5.6M | 3.1%Prev: 4.4% | 158,276 SH | Decreased-92,180 SH |
| SCIENCE APPLICATIONS INTL CO | COM | $9.1M | 5.0%Prev: 9.1% | 90,266 SH | Decreased-84,626 SH |
| SEALED AIR CORP NEW | COM | $9.0M | 4.9% | 216,493 SH | New |
| SIBANYE STILLWATER LTD | SPONSORED ADR | $11.1M | 6.1%Prev: 6.3% | 778,407 SH | Decreased-809,900 SH |
| STEEL DYNAMICS INC | COM | $5.5M | 3.0% | 32,534 SH | New |
| TECHNIPFMC PLC | COM | $15.5M | 8.5%Prev: 2.1% | 347,854 SH | Increased+281,679 SH |
| THE CAMPBELLS COMPANY | COM | $6.1M | 3.3%Prev: 3.0% | 217,114 SH | Decreased-67,431 SH |
| VALVOLINE INC | COM | $3.6M | 2.0%Prev: 2.6% | 123,656 SH | Decreased-15,700 SH |
| 13F-HR |
| 0000919574-26-003319 |
| $171.4M |
| View |