Q2 2026 Holdings
Filed 2026-08-11 | 2 holdings | $95.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Titan Intl Inc ILL(TWI) | COM | 88830M102 | $68.5M | 8,880,478 | 71.9% |
| Rayonier Advanced Matls Inc(RYAM) | COM | 75508B104 | $26.7M | 3,400,000 | 28.1% |