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CIK 0001224014 • 6 13F filings • May 15, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADIENT PLC | ORD SHS | $8.2M | 2.2%Prev: 2.7% | 425,168 SH | Decreased-18,254 SH |
| ALASKA AIR GROUP INC | COM | $6.7M | 1.8%Prev: 1.8% | 132,291 SH | Decreased-7,711 SH |
| ALLY FINL INC | COM | $8.7M | 2.3%Prev: 2.0% | 192,311 SH | Increased-11,026 SH |
| ALPHA METALLURGICAL RESOUR I | COM | $12.1M | 3.2%Prev: 2.6% | 60,601 SH | Increased-3,188 SH |
| ANYWHERE REAL ESTATE INC | COM | $16.1M | 4.3%Prev: 3.2% | 1,135,724 SH | Increased-78,705 SH |
| ARCBEST CORP | COM | $9.5M | 2.5%Prev: 2.4% | 127,899 SH | Decreased-8,893 SH |
| AUTONATION INC | COM | $10.2M | 2.7%Prev: 2.9% | 49,335 SH | Decreased-2,661 SH |
| BLOOMIN BRANDS INC | COM | $8.1M | 2.1%Prev: 1.7% | 1,317,776 SH | Increased+396,333 SH |
| BLUELINX HLDGS INC | COM NEW | $10.3M | 2.7%Prev: 1.4% | 167,196 SH | Increased+89,010 SH |
| BORGWARNER INC | COM | $10.1M | 2.7%Prev: 2.6% | 223,757 SH | Decreased-10,730 SH |
| BUNGE GLOBAL SA | COM SHS | $7.5M | 2.0%Prev: 1.9% | 84,549 SH | Increased-6,288 SH |
| CLEARWATER PAPER CORP | COM | $6.1M | 1.6%Prev: 1.9% | 349,661 SH | Decreased-17,137 SH |
| CUSHMAN AND WAKEFIELD LTD | COMMON SHARES | $10.4M | 2.7% | 640,822 SH | New |
| EASTERN BANKSHARES INC | COM | $3.7M | 1.0% | 200,820 SH | New |
| FIRST BUSEY CORP | COM NEW | $3.8M | 1.0% | 160,015 SH | New |
| FLUOR CORP NEW | COM | $7.5M | 2.0% | 188,599 SH | New |
| FOX FACTORY HLDG CORP | COM | $9.0M | 2.4% | 524,074 SH | New |
| GOLD COM INC | COM | $11.1M | 2.9% | 325,397 SH | New |
| HEALTHCARE SVCS GROUP INC | COM | $7.4M | 2.0% | 386,812 SH | New |
| HOVNANIAN ENTERPRISES INC | CL A NEW | $9.7M | 2.6%Prev: 2.1% | 99,402 SH | Increased+33,681 SH |
| LEAR CORP | COM NEW | $10.1M | 2.7%Prev: 2.2% | 87,815 SH | Increased+2,994 SH |
| LEGGETT & PLATT INC | COM | $10.5M | 2.8% | 953,080 SH | New |
| LIBERTY ENERGY INC | COM CL A | $10.7M | 2.8%Prev: 1.9% | 580,336 SH | Increased-29,319 SH |
| LYFT INC | CL A COM | $9.9M | 2.6%Prev: 3.0% | 512,994 SH | Decreased-33,300 SH |
| MAGNA INTL INC | COM | $10.8M | 2.9%Prev: 2.6% | 202,374 SH | Increased-15,707 SH |
| METALLUS INC | COM | $9.4M | 2.5%Prev: 2.2% | 549,389 SH | Increased+18,636 SH |
| METHODE ELECTRS INC | COM | $7.7M | 2.0%Prev: 2.0% | 1,158,777 SH | Decreased+125,554 SH |
| OSHKOSH CORP | COM | $9.2M | 2.4%Prev: 1.8% | 73,618 SH | Increased+18,652 SH |
| PAR PAC HOLDINGS INC | COM NEW | $9.6M | 2.5%Prev: 4.9% | 274,134 SH | Decreased-274,549 SH |
| PBF ENERGY INC | CL A | $10.5M | 2.8%Prev: 2.5% | 386,834 SH | Increased+59,284 SH |
| PEABODY ENERGY CORP | COM | $9.3M | 2.5% | 314,195 SH | New |
| PROPETRO HLDG CORP | COM | $10.2M | 2.7%Prev: 1.5% | 1,074,554 SH | Increased-55,360 SH |
| PROSPERITY BANCSHARES INC | COM | $3.9M | 1.0% | 57,087 SH | New |
| RYERSON HLDG CORP | COM | $9.9M | 2.6%Prev: 2.2% | 392,634 SH | Increased+18,203 SH |
| SANMINA CORPORATION | COM | $8.8M | 2.3%Prev: 1.8% | 58,546 SH | Increased-4,177 SH |
| SEABOARD CORP DEL | COM | $1.3M | 0.3%Prev: 0.3% | 286 SH | Increased |
| SONIC AUTOMOTIVE INC | CL A | $8.7M | 2.3%Prev: 2.9% | 141,087 SH | Decreased-7,818 SH |
| TD SYNNEX CORPORATION | COM | $9.2M | 2.4%Prev: 2.1% | 61,109 SH | Increased+9,699 SH |
| TERNIUM SA | SPONSORED ADS | $947K | 0.3%Prev: 0.2% | 24,794 SH | Increased |
| TITAN INTL INC ILL | COM | $7.4M | 2.0%Prev: 1.9% | 946,940 SH | Decreased-65,401 SH |
| UNITED NAT FOODS INC | COM | $11.4M | 3.0%Prev: 3.5% | 339,796 SH | Decreased-25,022 SH |
| WABASH NATL CORP | COM | $8.5M | 2.2%Prev: 2.0% | 978,330 SH | Increased+185,517 SH |
| WEBSTER FINL CORP | COM | $4.0M | 1.1% | 63,290 SH | New |
| ZUMIEZ INC | COM | $10.3M | 2.7%Prev: 2.0% | 394,558 SH | Increased-17,943 SH |
| 13F-HR |
| 0001224014-26-000006 |
| $295.1M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001085146-25-005022 | $425.2M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001224014-26-000003 | $257.5M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001085146-25-003168 | $457.6M | View |