Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TETRA TECHNOLOGIES INC DEL(TTI) | 0 | 2,655,000 | +2,655,000 | 0 | 8,921 | 7.74% | +8,921 |
| NEXTDECADE CORP(NEXT) | 0 | 1,000,000 | +1,000,000 | 0 | 7,780 | 6.75% | +7,780 |
| MAGNERA CORP | 153,000 | 556,000 | +403,000 | 2,780 | 10,097 | 8.76% | +7,317 |
| TUTOR PERINI CORP(TPC) | 563,000 | 702,000 | +139,000 | 13,625 | 16,272 | 14.11% | +2,648 |
| CONSTELLIUM SE(CSTM) | 711,000 | 745,000 | +34,000 | 7,302 | 7,517 | 6.52% | +215 |
| ENVIRI CORP | 1,105,000 | 1,294,000 | +189,000 | 8,509 | 8,605 | 7.46% | +97 |
| TRINSEO PLC(TSEOQ) | 945,000 | 1,016,000 | +71,000 | 4,820 | 3,739 | 3.24% | -1,081 |
| BABCOCK & WILCOX ENTERPRISES(BW) | 1,510,000 | 1,550,000 | +40,000 | 2,476 | 1,042 | 0.90% | -1,434 |
| HYSTER-YALE INC | 30,000 | 0 | -30,000 | 1,528 | 0 | — | -1,528 |
| EOS ENERGY ENTERPRISES INC(EOSE) | 1,659,000 | 1,707,000 | +48,000 | 8,063 | 6,452 | 5.60% | -1,610 |
| TPI COMPOSITES INC | 1,700,000 | 1,737,000 | +37,000 | 3,213 | 1,400 | 1.21% | -1,813 |
| FLUOR CORP NEW(FLR) | 523,000 | 535,000 | +12,000 | 25,794 | 19,164 | 16.62% | -6,631 |
| SOLARIS ENERGY INFRAS INC(SEI) | 1,114,000 | 1,117,000 | +3,000 | 32,061 | 24,306 | 21.08% | -7,755 |
| CADELER A S(CDLR) | 659,000 | 0 | -659,000 | 14,715 | 0 | — | -14,715 |
| REV GROUP INC | 656,000 | 0 | -656,000 | 20,907 | 0 | — | -20,907 |