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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| HRI | HERC HLDGS INC | 4.41% | 142,000 | $20,354,280 | 142,000 | New | $143.34 | 13F |
| TGB | TREKOR METALS LTD | 3.28% | 2,200,000 | $15,136,000 | 2,200,000 | New | $6.88 | 13F |
| OC | OWENS CORNING NEW | 2.76% | 80,000 | $12,716,800 | 80,000 | New | $158.96 | 13F |
| WSC | WILLSCOT HLDGS CORP | 2.14% | 342,000 | $9,870,120 | 342,000 | New | $28.86 | 13F |
| ASTL | ALGOMA STL GROUP INC | 1.46% | 1,660,000 | $6,723,000 | 1,660,000 | New | $4.05 | 13F |