Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| OSHKOSH CORP(OSK) | 0 | 230,000 | +230,000 | 0 | 21,866 | 10.56% | +21,866 |
| DARLING INGREDIENTS INC(DAR) | 0 | 589,050 | +589,050 | 0 | 19,845 | 9.59% | +19,845 |
| FMC CORP(FMC) | 0 | 321,000 | +321,000 | 0 | 15,604 | 7.54% | +15,604 |
| GOODYEAR TIRE & RUBR CO(GT) | 0 | 1,311,485 | +1,311,485 | 0 | 11,803 | 5.70% | +11,803 |
| WEATHERFORD INTL PLC(WFRD) | 281,109 | 438,109 | +157,000 | 23,872 | 31,382 | 15.16% | +7,510 |
| APTIV PLC(APTV) | 608,255 | 763,955 | +155,700 | 43,800 | 46,204 | 22.32% | +2,404 |
| HUNTSMAN CORP(HUN) | 200,000 | 200,000 | 0 | 4,840 | 3,606 | 1.74% | -1,234 |
| CHART INDS INC | 429,070 | 228,670 | -200,400 | 53,265 | 43,639 | 21.08% | -9,625 |
| PATTERSON-UTI ENERGY INC(PTEN) | 1,750,000 | 0 | -1,750,000 | 13,388 | 0 | — | -13,387 |
| TEREX CORP NEW(TEX) | 625,038 | 155,000 | -470,038 | 33,071 | 7,164 | 3.46% | -25,907 |
| WESCO INTL INC(WCC) | 194,000 | 32,500 | -161,500 | 32,588 | 5,881 | 2.84% | -26,707 |