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Q2 2026 13F filing
Updated 28 days ago28 disclosed positions worth $202.5M
Portfolio value
$202.5M
Total holdings
28
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-13
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | W WKC WORLD KINECT CORPORATION | $29M | 880.0K | 14.31% | — |
| 2 | G GEF-B GREIF INC | $18.6M | 250.0K | 9.19% | — |
| 3 | M MEC MAYVILLE ENGR CO INC | $16.6M | 441.9K | 8.17% | — |
| 4 | S SON SONOCO PRODS CO | $14.7M | 260.0K | 7.23% | — |
| 5 | S SARO STANDARDAERO INC | $11.5M | 384.0K | 5.67% | — |
| 6 | C CPS COOPER-STANDARD HOLDINGS INC | $9.7M | 360.0K | 4.81% | — |
| 7 | M MX MAGNITE INC | $9.1M | 480.0K | 4.50% | — |
| 8 | T TITN TITAN MACHY INC | $9.1M | 430.2K | 4.49% | — |
| 9 | F FND FLOOR & DECOR HLDGS INC | $8.9M | 150.0K | 4.40% | — |
| 10 | D DAN DANA INC | $8.7M | 320.0K | 4.30% | — |
| 11 | A ACVA ACV AUCTIONS INC | $8.2M | 1.14M | 4.03% | — |
| 12 | H HTLD HEARTLAND EXPRESS INC | $7.3M | 480.0K | 3.61% | — |
| 13 | D DRVN DRIVEN BRANDS HLDGS INC | $5.6M | 400.0K | 2.75% | — |
| 14 | M MAX MEDIAALPHA INC | $5.5M | 440.0K | 2.73% | — |
| 15 | S SRI STONERIDGE INC | $5.1M | 700.0K | 2.53% | — |
| 16 | W WTTR SELECT WATER SOLUTIONS INC | $4.8M | 240.0K | 2.37% | — |
| 17 | ? N/A NATIONAL CINEMEDIA INC | $4.4M | 1.16M | 2.18% | — |
| 18 | ? N/A TECHTARGET INC | $4.4M | 1.22M | 2.16% | — |
| 19 | I IFF INTERNATIONAL FLAVORS&FRAGRA | $2.8M | 35.0K | 1.37% | — |
| 20 | N NWL NEWELL BRANDS INC | $2.6M | 430.0K | 1.30% | — |
| 21 | A ATEX ANTERIX INC | $2.6M | 25.0K | 1.27% | — |
| 22 | ? N/A ARHAUS INC | $2.4M | 290.0K | 1.21% | — |
| 23 | M MBC MASTERBRAND INC | $2.4M | 230.0K | 1.17% | — |
| 24 | T TRS TRIMAS CORP | $2.3M | 50.0K | 1.11% | — |
| 25 | G GTES GATES INDL CORP PLC | $2.2M | 80.0K | 1.10% | — |
| 26 | A AVD AMERICAN VANGUARD CORP | $2.2M | 775.0K | 1.07% | — |
| 27 | K KFRC KFORCE INC | $1.2M | 25.0K | 0.58% | — |
| 28 | W WNC WABASH NATL CORP | $783K | 58.0K | 0.39% | — |