Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| HEXCEL CORP NEW(HXL) | 0 | 439,413 | +439,413 | 0 | 27,551 | 17.34% | +27,551 |
| TENNANT COMPANY(TNC) | 178,910 | 291,864 | +112,954 | 13,862 | 23,212 | 14.61% | +9,350 |
| CHEMOURS CO(CC) | 1,720,189 | 1,720,189 | 0 | 19,696 | 27,248 | 17.15% | +7,552 |
| POWELL INDS INC(POWL) | 0 | 23,591 | +23,591 | 0 | 7,191 | 4.52% | +7,191 |
| INGEVITY CORP(NGVT) | 453,910 | 457,817 | +3,907 | 19,559 | 25,267 | 15.90% | +5,708 |
| ENVIRI CORP(NVRI) | 0 | 436,911 | +436,911 | 0 | 5,544 | 3.49% | +5,544 |
| LKQ CORP(LKQ) | 0 | 126,156 | +126,156 | 0 | 3,853 | 2.42% | +3,853 |
| McGRATH RENTCORP(MGRC) | 2,016 | 23,412 | +21,396 | 234 | 2,746 | 1.73% | +2,512 |
| TENNANT COMPANY(TNC) | 81 | 0 | -81 | 191 | 0 | — | -191 |
| CAESARS ENTERTAINMENT INC NEW(CZR) | 663,358 | 663,358 | 0 | 18,833 | 17,927 | 11.28% | -905 |
| TEGNA INC | 599,323 | 400,508 | -198,815 | 10,045 | 8,142 | 5.12% | -1,902 |
| VESTIS CORPORATION(VSTS) | 3,590,017 | 2,259,731 | -1,330,286 | 20,571 | 10,237 | 6.44% | -10,334 |
| TRIUMPH GROUP INC NEW | 2,472,843 | 0 | -2,472,843 | 63,676 | 0 | — | -63,676 |