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CIK 0001979969 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| CAESARS ENTERTAINMENT INC NEW | COM | $8.5M | 4.8%Prev: 11.3% | 363,358 SH | Decreased-300,000 SH |
| CHEMOURS CO | COM | $20.3M | 11.4%Prev: 17.1% | 1,720,189 SH | Decreased |
| HEXCEL CORP NEW | COM | $40.4M | 22.6%Prev: 17.3% | 546,129 SH | Increased+106,716 SH |
| INGEVITY CORP | COM | $27.1M | 15.2%Prev: 15.9% | 457,817 SH | Increased |
| McGRATH RENTCORP | COM | $5.7M | 3.2%Prev: 1.7% | 54,746 SH | Increased+31,334 SH |
| POWELL INDS INC | COM | $19.6M | 11.0%Prev: 4.5% | 61,448 SH | Increased+37,857 SH |
| TEGNA INC | COM | $7.5M | 4.2%Prev: 5.1% | 388,008 SH | Decreased-12,500 SH |
| TENNANT COMPANY | COM | $25.4M | 14.3%Prev: 14.6% | 344,585 SH | Increased+52,721 SH |
| VALVOLINE INC | COM | $11.4M | 6.4% | 393,303 SH | New |
| VESTIS CORPORATION COM SHS | COM | $12.3M | 6.9% | 1,842,319 SH | New |
| 13F-HR |
| 0001636587-26-000068 |
| $277.8M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001636587-25-000044 | $166.7M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001636587-26-000033 | $232.0M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001636587-25-000019 | $172.9M | View |