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CIK 0001843543 • 6 13F filings • May 14, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCE AUTO PARTS INC | COM | $12.1M | 2.8% | 306,655 SH | New |
| AEBI SCHMIDT HLDG AG | COM | $18.1M | 4.2%Prev: 3.4% | 1,432,510 SH | Increased+265,838 SH |
| APTIV PLC | COM SHS | $26.3M | 6.1%Prev: 7.0% | 345,727 SH | Decreased+332 SH |
| ATMUS FILTRATION TECHNOLOGIE | COM | $26.6M | 6.2%Prev: 5.3% | 512,260 SH | Increased+7,440 SH |
| BLUELINX HLDGS INC | COM NEW | $13.1M | 3.1%Prev: 4.9% | 213,548 SH | Decreased-74,756 SH |
| BOISE CASCADE CO DEL | COM | $16.7M | 3.9% | 227,200 SH | New |
| DNOW INC | COM | $19.6M | 4.6% | 1,481,529 SH | New |
| ECOVYST INC | COM | $21.3M | 5.0%Prev: 4.4% | 2,192,017 SH | Increased+31,877 SH |
| EPLUS INC | COM | $17.2M | 4.0%Prev: 0.6% | 196,285 SH | Increased+157,843 SH |
| G III APPAREL GROUP LTD | COM | $9.5M | 2.2%Prev: 4.2% | 329,736 SH | Decreased-352,354 SH |
| GREIF INC | CL A | $25.6M | 6.0%Prev: 5.2% | 377,799 SH | Increased+5,549 SH |
| GREIF INC | CL B | $4.8M | 1.1% | 63,768 SH | New |
| HNI CORP | COM | $12.7M | 3.0% | 302,438 SH | New |
| IDEX CORP | COM | $11.3M | 2.6%Prev: 0.1% | 63,251 SH | Increased+59,772 SH |
| INNOSPEC INC | COM | $29.0M | 6.8%Prev: 4.3% | 378,769 SH | Increased+142,813 SH |
| KENNAMETAL INC | COM | $27.5M | 6.4%Prev: 2.7% | 968,294 SH | Increased+407,487 SH |
| KORNIT DIGITAL LTD | SHS | $10.3M | 2.4%Prev: 3.0% | 712,972 SH | Decreased-230,112 SH |
| LKQ CORP | COM | $13.8M | 3.2%Prev: 3.0% | 455,636 SH | Increased+31,032 SH |
| NATIONAL PRESTO INDS INC | COM | $22.7M | 5.3%Prev: 5.5% | 212,246 SH | Decreased+3,360 SH |
| PHINIA INC | COMMON STOCK | $18.8M | 4.4%Prev: 4.9% | 299,950 SH | Decreased-64,194 SH |
| ROBERT HALF INC. | COM | $6.9M | 1.6% | 255,125 SH | New |
| SENSATA TECHNOLOGIES HLDG PL | SHS | $3.8M | 0.9% | 112,740 SH | New |
| TENARIS S A | SPONSORED ADS | $21.6M | 5.0%Prev: 4.7% | 561,495 SH | Increased+541 SH |
| THERMON GROUP HLDGS INC | COM | $38.8M | 9.1%Prev: 6.2% | 1,043,526 SH | Increased+56,361 SH |
| 13F-HR |
| 0001843543-26-000004 |
| $510.4M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-005145 | $365.4M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001843543-26-000003 | $477.5M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001085146-25-003123 | $349.7M | View |