Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CHART INDS INC | 205,399 | 274,699 | +69,300 | 29,651 | 45,229 | 23.08% | +15,578 |
| BUILDERS FIRSTSOURCE INC(BLDR) | 0 | 119,000 | +119,000 | 0 | 13,886 | 7.09% | +13,886 |
| GOODYEAR TIRE & RUBR CO(GT) | 0 | 915,000 | +915,000 | 0 | 9,489 | 4.84% | +9,489 |
| PVH CORPORATION(PVH) | 0 | 130,000 | +130,000 | 0 | 8,918 | 4.55% | +8,918 |
| ASHLAND INC(ASH) | 125,000 | 296,320 | +171,320 | 7,411 | 14,899 | 7.60% | +7,488 |
| WEATHERFORD INTL PLC(WFRD) | 572,809 | 647,274 | +74,465 | 30,674 | 32,564 | 16.62% | +1,890 |
| OSHKOSH CORP(OSK) | 235,900 | 209,100 | -26,800 | 22,193 | 23,741 | 12.11% | +1,548 |
| TEREX CORP NEW(TEX) | 155,000 | 155,000 | 0 | 5,856 | 7,237 | 3.69% | +1,381 |
| WESCO INTL INC(WCC) | 32,500 | 32,500 | 0 | 5,047 | 6,019 | 3.07% | +972 |
| EASTMAN CHEM CO(EMN) | 251,583 | 134,710 | -116,873 | 22,167 | 10,057 | 5.13% | -12,110 |
| DARLING INGREDIENTS INC(DAR) | 508,550 | 0 | -508,550 | 15,887 | 0 | — | -15,887 |
| APTIV PLC(APTV) | 673,971 | 350,971 | -323,000 | 40,101 | 23,943 | 12.22% | -16,158 |