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CIK 0002028104 • 1 13F filing • May 15, 2025 – May 15, 2025
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALASKA AIR GROUP INC | COM | $3.7M | 2.4% | 75,189 SH | |
| ALLEGION PLC | ORD SHS | $7.6M | 4.9% | 58,033 SH | |
| BOEING CO | COM | $9.5M | 6.2% | 55,832 SH | |
| BWX TECHNOLOGIES INC | COM | $3.7M | 2.4% | 37,069 SH | |
| CNH INDL N V | SHS | $3.5M | 2.3% | 283,138 SH | |
| CONSTRUCTION PARTNERS INC | COM CL A | $3.4M | 2.2% | 47,726 SH | |
| CSX CORP | COM | $2.9M | 1.9% | 99,841 SH | |
| CUMMINS INC | COM | $3.7M | 2.4% | 11,677 SH | |
| DOVER CORP | COM | $5.5M | 3.5% | 31,106 SH | |
| FEDEX CORP | COM | $3.1M | 2.0% | 12,695 SH | |
| FLOWSERVE CORP | COM | $9.5M | 6.2% | 194,751 SH | |
| FLUOR CORP NEW | COM | $3.7M | 2.4% | 104,559 SH | |
| FORTIVE CORP | COM | $4.5M | 2.9% | 61,671 SH | |
| FTAI AVIATION LTD | SHS | $4.3M | 2.8% | 38,456 SH | |
| GE VERNOVA INC | COM | $4.0M | 2.6% | 13,079 SH | |
| HERC HLDGS INC | COM | $4.2M | 2.8% | 31,608 SH | |
| HONEYWELL INTL INC | COM | $7.3M | 4.8% | 34,588 SH | |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | $3.7M | 2.4% | 84,559 SH | |
| L3HARRIS TECHNOLOGIES INC | COM | $1.8M | 1.1% | 8,382 SH | |
| MASTEC INC | COM | $4.8M | 3.1% | 41,093 SH | |
| OSHKOSH CORP | COM | $3.7M | 2.4% | 39,577 SH | |
| PARSONS CORP DEL | COM | $8.1M | 5.3% | 137,561 SH | |
| RTX CORPORATION | COM | $8.6M | 5.6% | 64,696 SH | |
| SMITH A O CORP | COM | $7.1M | 4.6% | 108,191 SH | |
| TESLA INC | COM | $3.7M | 2.4% | 14,447 SH | |
| TETRA TECH INC NEW | COM | $4.1M | 2.7% | 140,955 SH | |
| TFI INTL INC | COM | $3.7M | 2.4% | 47,922 SH | |
| UNITED AIRLS HLDGS INC | COM | $3.7M | 2.4% | 53,880 SH | |
| VERTIV HOLDINGS CO | COM CL A | $4.1M | 2.6% | 56,196 SH | |
| WOODWARD INC | COM | $8.9M | 5.8% | 48,866 SH | |
| XPO INC | COM | $4.0M | 2.6% | 36,734 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| May 15, 2025 | Q1 2025 | 13F-HR | 0001214659-25-007832 | $154.1M | View |