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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| VSAT | VIASAT INC | 28.44% | 2,100,000 | $96,180,000 | 6,000 | 0.29% | $45.8 | 13F |
| CSTM | CONSTELLIUM SE | 13.43% | 1,847,000 | $45,399,260 | 5,000 | 0.27% | $24.58 | 13F |
| DAN | DANA INC | 11.44% | 1,150,000 | $38,697,500 | 4,000 | 0.35% | $33.65 | 13F |
| AMTM | AMENTUM HOLDINGS INC | 10.77% | 1,396,000 | $36,407,680 | 4,000 | 0.29% | $26.08 | 13F |
| ECVT | ECOVYST INC | 10.65% | 2,800,000 | $36,008,000 | 750,000 | 36.59% | $12.86 | 13F |
| FLR | FLUOR CORP NEW | 8.29% | 601,000 | $28,036,650 | 42,000 | 7.51% | $46.65 | 13F |
| KALU | KAISER ALUMINUM CORP | 6.24% | 175,000 | $21,089,250 | 7,000 | 4.17% | $120.51 | 13F |