Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CHEMOURS CO(CC) | 1,720,189 | 1,720,189 | 0 | 20,281 | 37,896 | 16.33% | +17,615 |
| POWELL INDS INC(POWL) | 61,448 | 64,983 | +3,535 | 19,588 | 35,161 | 15.15% | +15,573 |
| HEXCEL CORP NEW(HXL) | 546,129 | 653,309 | +107,180 | 40,359 | 52,872 | 22.79% | +12,513 |
| INGEVITY CORP(NGVT) | 457,817 | 518,101 | +60,284 | 27,094 | 36,904 | 15.90% | +9,811 |
| VALVOLINE INC(VVV) | 393,303 | 582,176 | +188,873 | 11,429 | 19,608 | 8.45% | +8,178 |
| CAESARS ENTERTAINMENT INC NEW(CZR) | 363,358 | 363,358 | 0 | 8,499 | 9,604 | 4.14% | +1,105 |
| TENNANT COMPANY(TNC) | 344,585 | 391,593 | +47,008 | 25,396 | 26,002 | 11.21% | +606 |
| McGRATH RENTCORP(MGRC) | 54,746 | 55,359 | +613 | 5,744 | 6,105 | 2.63% | +360 |
| VESTIS CORPORATION COM SHS(VSTS) | 1,842,319 | 1,004,018 | -838,301 | 12,288 | 7,892 | 3.40% | -4,397 |
| TEGNA INC | 388,008 | 0 | -388,008 | 7,531 | 0 | — | -7,531 |