Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VALVOLINE INC(VVV) | 582,176 | 1,220,688 | +638,512 | 19,608 | 48,266 | 17.38% | +28,658 |
| HEXCEL CORP NEW(HXL) | 653,309 | 653,309 | 0 | 52,872 | 65,370 | 23.54% | +12,498 |
| LINDSAY CORP(LNN) | 0 | 78,150 | +78,150 | 0 | 9,675 | 3.48% | +9,675 |
| TENNANT CO(TNC) | 391,593 | 391,593 | 0 | 26,002 | 34,280 | 12.34% | +8,278 |
| INGEVITY CORP(NGVT) | 518,101 | 535,082 | +16,981 | 36,904 | 39,955 | 14.38% | +3,050 |
| POWELL INDS INC(POWL) | 64,983 | 130,054 | +65,071 | 35,161 | 37,242 | 13.41% | +2,081 |
| MCGRATH RENTCORP(MGRC) | 55,359 | 63,359 | +8,000 | 6,105 | 7,668 | 2.76% | +1,563 |
| CHEMOURS CO(CC) | 1,720,189 | 1,720,189 | 0 | 37,896 | 35,298 | 12.71% | -2,597 |
| VESTIS CORPORATION COM SHS(VSTS) | 1,004,018 | 0 | -1,004,018 | 7,892 | 0 | — | -7,892 |
| CAESARS ENTERTAINMENT INC NEW(CZR) | 363,358 | 0 | -363,358 | 9,604 | 0 | — | -9,604 |