Q4 2024 Holdings
Filed 2025-02-14 | 10 holdings | $207.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Aptiv PLC(APTV) | SHS | G6095L109 | $46.2M | 763,955 | 22.3% |
| Chart Inds Inc(GTLS) | COM | 16115Q308 | $43.6M | 228,670 | 21.1% |
| Weatherford Intl PLC(WFRD) | ORD SHS | G48833118 | $31.4M | 438,109 | 15.2% |
| Oshkosh Corp(OSK) | COM | 688239201 | $21.9M | 230,000 | 10.6% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $19.8M | 589,050 | 9.6% |
| FMC Corp(FMC) | COM NEW | 302491303 | $15.6M | 321,000 | 7.5% |
| Goodyear Tire & Rubr Co(GT) | COM | 382550101 | $11.8M | 1,311,485 | 5.7% |
| Terex Corp New(TEX) | COM | 880779103 | $7.2M | 155,000 | 3.5% |
| Wesco Intl Inc(WCC) | COM | 95082P105 | $5.9M | 32,500 | 2.8% |
| Huntsman Corp(HUN) | COM | 447011107 | $3.6M | 200,000 | 1.7% |