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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SONO | SONOS INC CMN | 23.82% | 18,070,762 | $242,148,211 | 3,140,482 | 21.03% | $13.4 | 13F |
| BLDR | BUILDERS FIRSTSOURCE, INC. CMN | 16.95% | 2,093,218 | $172,334,638 | 1,312,570 | 168.14% | $82.33 | 13F |
| HRI | Herc Holdings Inc. | 13.84% | 1,702,062 | $154,955,724 | 40,000 | 2.41% | 13G | |
| WSC | WILLSCOT MOBILE MINI HOLDINGS CORP. CMN | 10.62% | 6,219,477 | $107,970,121 | 1,107,875 | 21.67% | $17.36 | 13F |
| MBC | MASTERBRAND INC CMN | 10.38% | 12,694,710 | $105,493,040 | 1,922,096 | 17.84% | $8.31 | 13F |
| MCFT | MasterCraft Boat Holdings, Inc. | 7.75% | 3,697,422 | $87,628,901 | No Change | 13D | ||
| NATL | NCR ATLEOS CORP CMN | 6.54% | 1,524,725 | $66,447,516 | -1,046,423 | -40.7% | $43.58 | 13F |
| ATKR | ATKORE INC CMN | 5.49% | 947,070 | $55,791,894 | 137,765 | 17.02% | $58.91 | 13F |
| UTI | UNIVERSAL TECHNICAL INSTITUTE INC | 3.96% | 971,440 | $40,217,616 | -3,000,000 | -75.54% | Form 4 | |
| PRPL | PURPLE INNOVATION INC CMN | 3.05% | 46,855,291 | $30,980,718 | No Change | $0.66 | 13F | |
| ACH | ACCENDRA HEALTH INC CMN | 2.94% | 13,100,807 | $29,869,840 | No Change | $2.28 | 13F | |
| PRMB | PRIMO BRANDS CORP CMN CLASS A | 1.50% | 812,136 | $15,292,521 | -404,225 | -33.23% | $18.83 | 13F |
| INNV | INNOVAGE HOLDING CORP CMN | 0.88% | 1,114,809 | $8,940,768 | -1,858,112 | -62.5% | $8.02 | 13F |