Q1 2026 Holdings
Filed 2026-05-14 | 52 holdings | $230.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Select Water Solutions Inc(WTTR) | CL A COM | 81617J301 | $14.0M | 913,923 | 6.1% |
| Ducommun Inc del(DCO) | COM | 264147109 | $15.6M | 128,210 | 6.8% |