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CIK 0001050464 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $563K | 0.0%Prev: 0.0% | 1,800 SH | Increased |
| AMAZON COM INC | COM | $70.2M | 1.7%Prev: 0.0% | 303,980 SH | Increased+300,000 SH |
| AMC ENTMT HLDGS INC | CL A NEW | $4.7M | 0.1%Prev: 0.2% | 3,000,000 SH | Decreased+1,000,000 SH |
| ANTERO RESOURCES CORP | COM | $10.3M | 0.2% | 300,000 SH | New |
| CINEMARK HLDGS INC | COM | $9.3M | 0.2% | 400,000 SH | New |
| COTERRA ENERGY INC | COM | $10.5M | 0.3% | 400,000 SH | New |
| DEVON ENERGY CORP NEW | COM | $11.0M | 0.3% | 300,000 SH | New |
| DYCOM INDS INC | COM | $1.39B | 33.0%Prev: 33.2% | 4,108,320 SH | Increased-9,000 SH |
| EQT CORP | COM | $31.1M | 0.7%Prev: 0.9% | 580,000 SH | Decreased |
| FIRST SOLAR INC | COM | $77.1M | 1.8%Prev: 0.6% | 295,000 SH | Increased+195,000 SH |
| FREEPORT-MCMORAN INC | CL B | $101.6M | 2.4% | 2,000,000 SH | New |
| MASTEC INC | COM | $347.8M | 8.3%Prev: 4.4% | 1,600,000 SH | Increased+850,000 SH |
| QUANTA SCVS INC | COM | $2.11B | 50.2%Prev: 57.4% | 5,007,840 SH | Increased |
| RANGE RES CORP | COM | $28.2M | 0.7%Prev: 0.8% | 800,000 SH | Decreased |
| SILICON LABORATORIES INC | COM | $3.9M | 0.1% | 30,000 SH | New |
| 13F-HR |
| 0001050464-26-000005 |
| $8.04B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001855205-25-000058 | $3.12B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001050464-26-000004 | $5.78B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001855205-25-000032 | $1.96B | View |