Institutions / Turas Capital Management LP / Holdings

Turas Capital Management LP

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Trane Technologies plc	—	$20.42M	52,455	6.8%
AAON, INC.	—	$16.63M	218,093	5.6%
OLD DOMINION FREIGHT LINE, INC.	—	$13.98M	89,184	4.7%
EXXON MOBIL CORP	—	$13.96M	116,000	4.7%
WERNER ENTERPRISES INC	—	$13.42M	447,154	4.5%
TC ENERGY CORP	—	$12.95M	235,500	4.3%
Baker Hughes Co	—	$11.78M	258,649	3.9%
Plains All American Pipeline LP	—	$10.74M	598,100	3.6%
ConocoPhillips	—	$10.11M	108,000	3.4%
CENOVUS ENERGY INC	—	$9.98M	589,869	3.3%
EMCOR Group Inc	—	$9.67M	15,800	3.2%
Saia Inc	—	$9.29M	28,460	3.1%
ADVANCED DRAINAGE SYSTEMS, INC.	—	$8.02M	55,400	2.7%
California Resources Corp	—	$7.89M	176,500	2.6%
STELLANTIS N.V	—	$7.17M	658,700	2.4%
Valaris Ltd	—	$6.87M	136,300	2.3%
Quanta Services Inc	—	$6.64M	15,740	2.2%
ARMSTRONG WORLD INDUSTRIES INC	—	$6.50M	34,000	2.2%
BORGWARNER INC	—	$6.15M	136,400	2.1%
PACKAGING CORP OF AMERICA	—	$5.05M	24,500	1.7%
Williams Cos Inc/The	—	$5.03M	83,700	1.7%
LyondellBasell Industries N.V.	—	$4.72M	108,900	1.6%
Weatherford International PLC	—	$4.48M	57,300	1.5%
STEEL DYNAMICS INC	—	$4.41M	26,000	1.5%
IMPERIAL OIL LTD	—	$4.25M	49,200	1.4%
3M CO	—	$4.15M	25,900	1.4%
NOV Inc	—	$4.05M	258,900	1.4%
CSX CORP	—	$4.00M	110,400	1.3%
Corteva, Inc.	—	$3.97M	59,200	1.3%
Antero Midstream Corp	—	$3.62M	203,704	1.2%
Mosaic Co/The	—	$3.19M	132,216	1.1%
COMMERCIAL METALS Co	—	$3.18M	46,000	1.1%
Cheniere Energy, Inc.	—	$2.92M	15,000	1.0%
CORNING INC /NY	—	$2.80M	32,000	0.9%
HALLIBURTON CO	—	$2.49M	88,100	0.8%
CARRIER GLOBAL Corp	—	$2.38M	45,103	0.8%
Limbach Holdings Inc	—	$2.13M	27,393	0.7%
CLEVELAND-CLIFFS INC.	—	$2.03M	152,800	0.7%
INTERNATIONAL PAPER CO /NEW	—	$2.02M	51,200	0.7%
DAQO NEW ENERGY CORP.DQ	ADR	$1.95M	66,000	0.7%
Liberty Energy Inc	—	$1.85M	100,200	0.6%
Solaris Energy Infrastructure, Inc.	—	$1.82M	39,600	0.6%
CUMMINS INC	—	$1.80M	3,520	0.6%
Green Plains Inc.	—	$1.66M	169,200	0.6%
Chord Energy Corp	—	$1.54M	16,600	0.5%
ECOLAB INC.	—	$1.46M	5,565	0.5%
Allegiant Travel CO	—	$1.30M	15,200	0.4%
APTIV PLC	—	$1.22M	16,000	0.4%
FORD MOTOR CO	—	$1.16M	88,700	0.4%
Crescent Energy Co	—	$1.03M	122,973	0.3%