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CIK 0002111003 • 4 13F filings • Feb 17, 2026 – Sep 21, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $353K | 0.2% | 2,181 SH | New |
| ADVANCE AUTO PARTS INC | COM | $3.5M | 1.7%Prev: 0.8% | 56,788 SH | Increased+31,762 SH |
| AGCO CORP | COM | $3.7M | 1.7%Prev: 1.9% | 30,503 SH | Increased+2,280 SH |
| ALLISON TRANSMISSION HLDGS I | COM | $17.6M | 8.3%Prev: 6.7% | 156,191 SH | Increased+58,208 SH |
| AXALTA COATING SYS LTD | COM | $22.1M | 10.4%Prev: 7.1% | 645,643 SH | Increased+203,243 SH |
| B2GOLD CORP | COM | $27.1M | 12.7%Prev: 13.0% | 7,226,814 SH | Increased+2,310,856 SH |
| BORGWARNER INC | COM | $6.3M | 2.9%Prev: 4.9% | 94,400 SH | Decreased-61,158 SH |
| CLOROX CO DEL | COM | $25.2M | 11.8%Prev: 8.4% | 263,789 SH | Increased+124,019 SH |
| CORE LABORATORIES INC | COM | $3.1M | 1.4%Prev: 2.8% | 262,894 SH | Decreased-20,302 SH |
| ENERGIZER HLDGS INC | COM | $13.8M | 6.5%Prev: 5.2% | 644,967 SH | Increased+97,259 SH |
| ERO COPPER CORP | COM | $6.0M | 2.8%Prev: 3.6% | 223,171 SH | Decreased-7,797 SH |
| GENTEX CORP | COM | $10.5M | 4.9%Prev: 3.9% | 416,657 SH | Increased+110,300 SH |
| LAMB WESTON HLDGS INC | COM | $4.5M | 2.1%Prev: 2.4% | 104,103 SH | Increased+5,700 SH |
| MOLSON COORS BEVERAGE CO | CL B | $6.6M | 3.1%Prev: 3.9% | 168,132 SH | Decreased+13,800 SH |
| RANGE RES CORP | COM | $9.3M | 4.4%Prev: 4.7% | 250,456 SH | Increased+73,600 SH |
| SCIENCE APPLICATIONS INTL CO | COM | $19.3M | 9.1%Prev: 6.7% | 174,892 SH | Increased+53,277 SH |
| SIBANYE STILLWATER LTD | SPONSORED ADR | $13.5M | 6.3%Prev: 6.3% | 1,588,307 SH | Increased+712,537 SH |
| TECHNIPFMC PLC | COM | $4.4M | 2.1%Prev: 7.7% | 66,175 SH | Decreased-123,630 SH |
| THE CAMPBELLS COMPANY | COM | $6.3M | 3.0%Prev: 2.9% | 284,545 SH | Increased+57,631 SH |
| VAIL RESORTS INC | COM | $4.6M | 2.2%Prev: 1.9% | 33,700 SH | Increased+8,800 SH |
| VALVOLINE INC | COM | $5.5M | 2.6%Prev: 2.2% | 139,356 SH | Increased+25,100 SH |
| 13F-HR |
| 0000919574-26-003319 |
| $171.4M |
| View |