Total Value
$171.20B
Holdings Count
13
Period of Report
Dec 31, 2025
Report Type
HR
| Issuer | CUSIP | Value | Shares |
|---|---|---|---|
| ANTERO RESOURCES CORP | 03674X106 | $24.32B | 705,768 |
| FORUM ENERGY TECHNOLOGIES INC | 34984V209 | $20.11B | 544,166 |
| COTERRA ENERGY INC | 127097103 | $18.69B | 710,000 |
| RANGE RESOURCES CORP | 75281A109 | $18.51B | 525,000 |
| CECO ENVIRONMENTAL CORP | 125141101 | $16.96B | 283,432 |
| RANGER ENERGY SERVICES INC | 75282U104 | $15.20B | 1,087,343 |
| MANITOWOC CO INC/THE | 563571405 | $14.69B | 1,225,000 |
| RPC INC | 749660106 | $14.14B | 2,600,000 |
| MISTRAS GROUP INC | 60649T107 | $13.66B | 1,079,841 |
| GULF ISLAND FABRICATION INC | 402307102 | $6.77B | 565,886 |
| QUANEX BUILDING PRODUCTS CORP | 747619104 | $3.85B | 250,036 |
| UNISYS CORP | 909214306 | $3.23B | 1,171,938 |
| TEAM INC | 878155308 | $1.06B | 75,002 |