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Fractal Investments LLC

All holdings · as of Dec 31, 2025

80 positions

CompanyClassValueShares% of portfolio
Fortive Corp$463.8K8,4000.1%
STEEL DYNAMICS INC$456.5K2,6940.1%
Amcor PLC$441.4K52,9250.1%
COMMERCIAL METALS Co$429.2K6,2000.1%
Liberty Live Holdings, Inc.$427.7K5,1430.1%
ConocoPhillips$420.5K4,4920.1%
Everus Construction Group, Inc.$419.2K4,9000.1%
Marathon Petroleum Corp$372.6K2,2910.1%
PACKAGING CORP OF AMERICA$371.2K1,8000.1%
Ingredion Inc$362.2K3,2850.1%
MasterBrand, Inc.$323.8K29,3280.0%
CARRIER GLOBAL Corp$318.6K6,0300.0%
Trane Technologies plc$311.4K8000.0%
Prologis Inc$306.4K2,4000.0%
NUCOR CORP$304.7K1,8680.0%
RELIANCE, INC.$288.9K1,0000.0%
PAN AMERN SILVER CORP$288.4K5,5670.0%
SUNCOR ENERGY INC NEW$283.9K6,4000.0%
Millrose Properties, Inc.$268.8K9,0000.0%
CATERPILLAR INC$253.2K4420.0%
Eaton Corp plc$238.6K7490.0%
Valero Energy Corp$221.4K1,3600.0%
ARCELORMITTAL SA LUXEMBOURG$218.7K4,8000.0%
Bunge Global SA$213.8K2,4000.0%
ICL GROUP LTD$208.4K36,5000.0%
Sylvamo Corp$207.0K4,3000.0%
HALLIBURTON CO$203.5K7,2000.0%
GENERAL ELECTRIC CO$203.3K6600.0%
FTAI Infrastructure Inc.$152.1K33,0000.0%
GERDAU S.A.GGBADR$122.7K33,2640.0%
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