Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| HEXCEL CORP NEW(HXL) | 439,413 | 546,129 | +106,716 | 27,551 | 40,359 | 22.65% | +12,808 |
| POWELL INDS INC(POWL) | 23,591 | 61,448 | +37,857 | 7,191 | 19,588 | 10.99% | +12,398 |
| VALVOLINE INC(VVV) | 0 | 393,303 | +393,303 | 0 | 11,429 | 6.41% | +11,429 |
| McGRATH RENTCORP(MGRC) | 23,412 | 54,746 | +31,334 | 2,746 | 5,744 | 3.22% | +2,998 |
| TENNANT COMPANY(TNC) | 291,864 | 344,585 | +52,721 | 23,212 | 25,396 | 14.25% | +2,184 |
| VESTIS CORPORATION COM SHS(VSTS) | 2,259,731 | 1,842,319 | -417,412 | 10,237 | 12,288 | 6.90% | +2,052 |
| INGEVITY CORP(NGVT) | 457,817 | 457,817 | 0 | 25,267 | 27,094 | 15.20% | +1,827 |
| TEGNA INC | 400,508 | 388,008 | -12,500 | 8,142 | 7,531 | 4.23% | -611 |
| LKQ CORP(LKQ) | 126,156 | 0 | -126,156 | 3,853 | 0 | — | -3,853 |
| ENVIRI CORP(NVRI) | 436,911 | 0 | -436,911 | 5,544 | 0 | — | -5,544 |
| CHEMOURS CO(CC) | 1,720,189 | 1,720,189 | 0 | 27,248 | 20,281 | 11.38% | -6,967 |
| CAESARS ENTERTAINMENT INC NEW(CZR) | 663,358 | 363,358 | -300,000 | 17,927 | 8,499 | 4.77% | -9,428 |