Location: New York, NY
CIK: 0001063296 · Show all filings
Period: Q4 2024 (← Previous) (Next →)
Filing Date: Feb 14, 2025
Total Value: $207M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| — | APTIV PLC | 763,955 | $46.2M | 22.3% | — | — | SHS | G6095L109 |
| GTLS | CHART INDS INC | 228,670 | $43.64M | 21.1% | — | — | COM | 16115Q308 |
| WFRD | WEATHERFORD INTL PLC | 438,109 | $31.38M | 15.2% | — | — | ORD SHS | G48833118 |
| OSK | OSHKOSH CORP | 230,000 | $21.87M | 10.6% | — | — | COM | 688239201 |
| DAR | DARLING INGREDIENTS INC | 589,050 | $19.85M | 9.6% | — | — | COM | 237266101 |
| FMC | FMC CORP | 321,000 | $15.6M | 7.5% | — | — | COM NEW | 302491303 |
| GT | GOODYEAR TIRE & RUBR CO | 1,311,485 | $11.8M | 5.7% | — | — | COM | 382550101 |
| TEX | TEREX CORP NEW | 155,000 | $7.164M | 3.5% | — | — | COM | 880779103 |
| WCC | WESCO INTL INC | 32,500 | $5.881M | 2.8% | — | — | COM | 95082P105 |
| HUN | HUNTSMAN CORP | 200,000 | $3.606M | 1.7% | — | — | COM | 447011107 |