Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2024 ▲▼ | Q3 2024 ▲▼ | Change ▲▼ | Q2 2024 ▲▼ | Q3 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CHART INDS INC | 70,000 | 429,070 | +359,070 | 10,104 | 53,265 | 26.01% | +43,161 |
| APTIV PLC(APTV) | 377,275 | 608,255 | +230,980 | 26,568 | 43,800 | 21.38% | +17,233 |
| WESCO INTL INC(WCC) | 167,500 | 194,000 | +26,500 | 26,552 | 32,588 | 15.91% | +6,036 |
| TEREX CORP NEW(TEX) | 530,538 | 625,038 | +94,500 | 29,095 | 33,071 | 16.15% | +3,976 |
| HUNTSMAN CORP(HUN) | 200,000 | 200,000 | 0 | 4,554 | 4,840 | 2.36% | +286 |
| TIMKEN CO(TKR) | 40,000 | 0 | -40,000 | 3,205 | 0 | — | -3,205 |
| ASHLAND INC(ASH) | 60,000 | 0 | -60,000 | 5,669 | 0 | — | -5,669 |
| WEATHERFORD INTL PLC(WFRD) | 243,101 | 281,109 | +38,008 | 29,768 | 23,872 | 11.65% | -5,896 |
| PATTERSON-UTI ENERGY INC(PTEN) | 2,130,000 | 1,750,000 | -380,000 | 22,067 | 13,388 | 6.54% | -8,679 |
| FLOWSERVE CORP(FLS) | 269,882 | 0 | -269,882 | 12,981 | 0 | — | -12,981 |
| GOODYEAR TIRE & RUBR CO(GT) | 1,350,000 | 0 | -1,350,000 | 15,323 | 0 | — | -15,322 |
| EASTMAN CHEM CO(EMN) | 367,857 | 0 | -367,857 | 36,039 | 0 | — | -36,039 |