Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Titan International, Inc.(TWI) | 8,880,478 | 8,880,478 | 0 | $61.36M | $68.47M | 71.93% | +$7.10M |
| Rayonier Advanced Materials Inc.(RYAM) | 3,400,000 | 3,400,000 | 0 | $37.64M | $26.72M | 28.07% | -$10.91M |
| V2X, Inc.(VVX) | 2,471,854 | 0 | -2,471,854 | $169.32M | $0 | — | -$169.32M |