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CIK 0002077058 • 3 13F filings • Feb 17, 2026 – Aug 14, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $4.1M | 1.4% | 25,900 SH | New |
| AAON INC | COM PAR $0.004 | $16.6M | 5.6% | 218,093 SH | New |
| ADVANCED DRAIN SYS INC DEL | COM | $8.0M | 2.7% | 55,400 SH | New |
| ALLEGIANT TRAVEL CO | COM | $1.3M | 0.4%Prev: 2.5% | 15,200 SH | Decreased-31,652 SH |
| ALPHA METALLURGICAL RESOUR I | COM | $760K | 0.3%Prev: 0.3% | 3,800 SH | Increased-500 SH |
| ANTERO MIDSTREAM CORP | COM | $3.6M | 1.2% | 203,704 SH | New |
| APTIV PLC | COM SHS | $1.2M | 0.4%Prev: 0.3% | 16,000 SH | Increased+5,800 SH |
| ARMSTRONG WORLD INDS INC NEW | COM | $6.5M | 2.2% | 34,000 SH | New |
| BAKER HUGHES COMPANY | CL A | $11.8M | 3.9%Prev: 2.6% | 258,649 SH | Increased+158,449 SH |
| BORGWARNER INC | COM | $6.1M | 2.1%Prev: 1.3% | 136,400 SH | Increased+94,300 SH |
| C H ROBINSON WORLDWIDE INC | COM NEW | $836K | 0.3% | 5,200 SH | New |
| CALIFORNIA RES CORP | COM STOCK | $7.9M | 2.6% | 176,500 SH | New |
| CARRIER GLOBAL CORPORATION | COM | $2.4M | 0.8% | 45,103 SH | New |
| CENOVUS ENERGY INC | COM | $10.0M | 3.3% | 589,869 SH | New |
| CHENIERE ENERGY INC | COM NEW | $2.9M | 1.0% | 15,000 SH | New |
| CHORD ENERGY CORPORATION | COM NEW | $1.5M | 0.5% | 16,600 SH | New |
| CLEVELAND-CLIFFS INC NEW | COM | $2.0M | 0.7%Prev: 1.4% | 152,800 SH | Decreased-161,843 SH |
| COMMERCIAL METALS CO | COM | $3.2M | 1.1% | 46,000 SH | New |
| CONOCOPHILLIPS | COM | $10.1M | 3.4%Prev: 3.2% | 108,000 SH | Increased+40,799 SH |
| CORE NATURAL RESOURCES INC | COM SHS | $372K | 0.1%Prev: 0.3% | 4,200 SH | Decreased-3,873 SH |
| CORNING INC | COM | $2.8M | 0.9% | 32,000 SH | New |
| CORTEVA INC | COM | $4.0M | 1.3% | 59,200 SH | New |
| CRESCENT ENERGY COMPANY | CL A COM | $1.0M | 0.3% | 122,973 SH | New |
| CSX CORP | COM | $4.0M | 1.3%Prev: 1.2% | 110,400 SH | Increased+54,414 SH |
| CUMMINS INC | COM | $1.8M | 0.6%Prev: 1.3% | 3,520 SH | Decreased-520 SH |
| DAQO NEW ENERGY CORP | SPNSRD ADS NEW | $1.9M | 0.7% | 66,000 SH | New |
| ECOLAB INC | COM | $1.5M | 0.5%Prev: 1.2% | 5,565 SH | Decreased-3,655 SH |
| EMCOR GROUP INC | COM | $9.7M | 3.2%Prev: 0.5% | 15,800 SH | Increased+14,480 SH |
| EXXON MOBIL CORP | COM | $14.0M | 4.7% | 116,000 SH | New |
| FORD MTR CO | COM | $1.2M | 0.4% | 88,700 SH | New |
| GREEN PLAINS INC | COM | $1.7M | 0.6% | 169,200 SH | New |
| HALLIBURTON CO | COM | $2.5M | 0.8%Prev: 1.0% | 88,100 SH | Increased+21,700 SH |
| HF SINCLAIR CORP | COM | $479K | 0.2% | 10,400 SH | New |
| IMPERIAL OIL LTD | COM NEW | $4.2M | 1.4%Prev: 2.8% | 49,200 SH | Decreased-4,700 SH |
| INTERNATIONAL PAPER CO | COM | $2.0M | 0.7% | 51,200 SH | New |
| LEGENCE CORP | CL A | $934K | 0.3%Prev: 0.8% | 21,700 SH | Decreased+1,500 SH |
| LIBERTY ENERGY INC | COM CL A | $1.8M | 0.6%Prev: 1.3% | 100,200 SH | Decreased-8,000 SH |
| LIMBACH HLDGS INC | COM | $2.1M | 0.7% | 27,393 SH | New |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | $4.7M | 1.6% | 108,900 SH | New |
| MARATHON PETE CORP | COM | $342K | 0.1% | 2,100 SH | New |
| MOSAIC CO NEW | COM | $3.2M | 1.1% | 132,216 SH | New |
| NOV INC | COM | $4.0M | 1.4% | 258,900 SH | New |
| NUCOR CORP | COM | $652K | 0.2% | 4,000 SH | New |
| OLD DOMINION FREIGHT LINE IN | COM | $14.0M | 4.7% | 89,184 SH | New |
| PACKAGING CORP AMER | COM | $5.1M | 1.7% | 24,500 SH | New |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | $10.7M | 3.6% | 598,100 SH | New |
| QUANTA SVCS INC | COM | $6.6M | 2.2%Prev: 0.5% | 15,740 SH | Increased+14,180 SH |
| RXO INC | COMMON STOCK | $190K | 0.1% | 15,000 SH | New |
| SAIA INC | COM | $9.3M | 3.1%Prev: 1.0% | 28,460 SH | Increased+23,340 SH |
| SCHNEIDER NATIONAL INC | CL B | $849K | 0.3% | 32,011 SH | New |
| SHOALS TECHNOLOGIES GROUP IN | CL A | $777K | 0.3% | 91,400 SH | New |
| SOLARIS ENERGY INFRAS INC | COM CL A | $1.8M | 0.6% | 39,600 SH | New |
| STEEL DYNAMICS INC | COM | $4.4M | 1.5% | 26,000 SH | New |
| STELLANTIS N.V | SHS | $7.2M | 2.4% | 658,700 SH | New |
| TC ENERGY CORP | COM | $13.0M | 4.3% | 235,500 SH | New |
| TESLA INC | COM | $989K | 0.3% | 2,200 SH | New |
| TRANE TECHNOLOGIES PLC | SHS | $20.4M | 6.8% | 52,455 SH | New |
| TRANSOCEAN LTD | REGISTERED SHS | $905K | 0.3% | 219,100 SH | New |
| VALARIS LTD | CL A | $6.9M | 2.3% | 136,300 SH | New |
| WARRIOR MET COAL INC | COM | $300K | 0.1%Prev: 0.5% | 3,400 SH | Decreased-9,200 SH |
| WEATHERFORD INTL PLC | ORD SHS | $4.5M | 1.5% | 57,300 SH | New |
| WERNER ENTERPRISES INC | COM | $13.4M | 4.5% | 447,154 SH | New |
| WILLIAMS COS INC | COM | $5.0M | 1.7%Prev: 1.0% | 83,700 SH | Increased+53,700 SH |
| 13F-HR |
| 0001214659-26-006476 |
| $391.6M |
| View |