Institutions / Turas Capital Management LP
Turas Capital Management LP
CIK 2077058 · Institution · as of Dec 31, 2025
Portfolio value
$298.20M
Positions
63
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 63 →
| Company | Value | % of portfolio |
|---|---|---|
| Trane Technologies plc | $20.42M | 6.8% |
| Aaon, Inc. | $16.63M | 5.6% |
| Old Dominion Freight Line, Inc. | $13.98M | 4.7% |
| Exxon Mobil Corp | $13.96M | 4.7% |
| Werner Enterprises Inc | $13.42M | 4.5% |
| Tc Energy Corp | $12.95M | 4.3% |
| Baker Hughes Co | $11.78M | 3.9% |
| Plains All American Pipeline LP | $10.74M | 3.6% |
| ConocoPhillips | $10.11M | 3.4% |
| Cenovus Energy Inc | $9.98M | 3.3% |
| EMCOR Group Inc | $9.67M | 3.2% |
| Saia Inc | $9.29M | 3.1% |
| Advanced Drainage Systems, Inc. | $8.02M | 2.7% |
| California Resources Corp | $7.89M | 2.6% |
| Stellantis N.V | $7.17M | 2.4% |
| Valaris Ltd | $6.87M | 2.3% |
| Quanta Services Inc | $6.64M | 2.2% |
| Armstrong World Industries Inc | $6.50M | 2.2% |
| Borgwarner Inc | $6.15M | 2.1% |
| Packaging Corp of America | $5.05M | 1.7% |
| Williams Cos Inc/The | $5.03M | 1.7% |
| LyondellBasell Industries N.V. | $4.72M | 1.6% |
| Weatherford International PLC | $4.48M | 1.5% |
| Steel Dynamics Inc | $4.41M | 1.5% |
| Imperial Oil Ltd | $4.25M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.