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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| VSAT | VIASAT INC | 41.1% | 2,112,000 | $189,678,720 | 12,000 | 0.57% | $89.81 | 13F |
| CSTM | CONSTELLIUM SE | 13.28% | 1,923,000 | $61,286,010 | 76,000 | 4.11% | $31.87 | 13F |
| RRX | REGAL REXNORD CORPORATION | 8.41% | 163,000 | $38,824,970 | 38,000 | 30.4% | $238.19 | 13F |
| FLR | FLUOR CORP | 8.21% | 723,000 | $37,877,970 | 122,000 | 20.3% | $52.39 | 13F |
| ECVT | ECOVYST INC | 8.13% | 3,012,000 | $37,499,400 | 212,000 | 7.57% | $12.45 | 13F |
| DAN | DANA INC | 6.84% | 1,160,000 | $31,563,600 | 10,000 | 0.87% | $27.21 | 13F |