Q4 2024 Holdings
Filed 2025-02-14 | 5 holdings | $37.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Powell Inds Inc(POWL) | COM | 739128106 | $10.9M | 49,300 | 29.1% |
| Baker Hughes Company(BKR) | CL A | 05722G100 | $8.5M | 208,000 | 22.7% |
| Hubbell Inc(HUBB) | COM | 443510607 | $8.3M | 19,763 | 22.0% |
| Flowserve Corp(FLS) | COM | 34354P105 | $7.4M | 128,000 | 19.6% |
| Century Alum Co(CENX) | COM | 156431108 | $2.5M | 136,000 | 6.6% |