Turas Capital Management LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$298.2M
Holdings
63
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (63 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TTTRANE TECHNOLOGIES PLC | 52,455 | $20.4M | 6.85% | |
| 2 | AAONAAON INC | 218,093 | $16.6M | 5.58% | |
| 3 | ODFLOLD DOMINION FREIGHT LINE IN | 89,184 | $14.0M | 4.69% | |
| 4 | XOMEXXON MOBIL CORP | 116,000 | $14.0M | 4.68% | |
| 5 | WERNWERNER ENTERPRISES INC | 447,154 | $13.4M | 4.50% | |
| 6 | TRPTC ENERGY CORP | 235,500 | $13.0M | 4.34% | |
| 7 | BKRBAKER HUGHES COMPANY | 258,649 | $11.8M | 3.95% | |
| 8 | PAAPLAINS ALL AMERN PIPELINE L | 598,100 | $10.7M | 3.60% | |
| 9 | COPCONOCOPHILLIPS | 108,000 | $10.1M | 3.39% | |
| 10 | CVECENOVUS ENERGY INC | 589,869 | $10.0M | 3.35% | |
| 11 | EMEEMCOR GROUP INC | 15,800 | $9.7M | 3.24% | |
| 12 | SAIASAIA INC | 28,460 | $9.3M | 3.12% | |
| 13 | WMSADVANCED DRAIN SYS INC DEL | 55,400 | $8.0M | 2.69% | |
| 14 | CRCCALIFORNIA RES CORP | 176,500 | $7.9M | 2.65% | |
| 15 | STLASTELLANTIS N.V | 658,700 | $7.2M | 2.41% | |
| 16 | VALVALARIS LTD | 136,300 | $6.9M | 2.30% | |
| 17 | PWRQUANTA SVCS INC | 15,740 | $6.6M | 2.23% | |
| 18 | AWIARMSTRONG WORLD INDS INC NEW | 34,000 | $6.5M | 2.18% | |
| 19 | BWABORGWARNER INC | 136,400 | $6.1M | 2.06% | |
| 20 | PKGPACKAGING CORP AMER | 24,500 | $5.1M | 1.69% | |
| 21 | WMBWILLIAMS COS INC | 83,700 | $5.0M | 1.69% | |
| 22 | LYBLYONDELLBASELL INDUSTRIES N | 108,900 | $4.7M | 1.58% | |
| 23 | WFRDWEATHERFORD INTL PLC | 57,300 | $4.5M | 1.50% | |
| 24 | STLDSTEEL DYNAMICS INC | 26,000 | $4.4M | 1.48% | |
| 25 | IMOIMPERIAL OIL LTD | 49,200 | $4.2M | 1.42% | |
| 26 | MMM3M CO | 25,900 | $4.1M | 1.39% | |
| 27 | NOVNOV INC | 258,900 | $4.0M | 1.36% | |
| 28 | CSXCSX CORP | 110,400 | $4.0M | 1.34% | |
| 29 | CTVACORTEVA INC | 59,200 | $4.0M | 1.33% | |
| 30 | AMANTERO MIDSTREAM CORP | 203,704 | $3.6M | 1.21% | |
| 31 | MOSMOSAIC CO NEW | 132,216 | $3.2M | 1.07% | |
| 32 | CMCCOMMERCIAL METALS CO | 46,000 | $3.2M | 1.07% | |
| 33 | LNGCHENIERE ENERGY INC | 15,000 | $2.9M | 0.98% | |
| 34 | GLWCORNING INC | 32,000 | $2.8M | 0.94% | |
| 35 | HALHALLIBURTON CO | 88,100 | $2.5M | 0.83% | |
| 36 | CARRCARRIER GLOBAL CORPORATION | 45,103 | $2.4M | 0.80% | |
| 37 | LMBLIMBACH HLDGS INC | 27,393 | $2.1M | 0.71% | |
| 38 | CLFCLEVELAND-CLIFFS INC NEW | 152,800 | $2.0M | 0.68% | |
| 39 | IPINTERNATIONAL PAPER CO | 51,200 | $2.0M | 0.68% | |
| 40 | DQDAQO NEW ENERGY CORP | 66,000 | $1.9M | 0.65% | |
| 41 | LBRTLIBERTY ENERGY INC | 100,200 | $1.8M | 0.62% | |
| 42 | SEISOLARIS ENERGY INFRAS INC | 39,600 | $1.8M | 0.61% | |
| 43 | CMICUMMINS INC | 3,520 | $1.8M | 0.60% | |
| 44 | G3VGREEN PLAINS INC | 169,200 | $1.7M | 0.56% | |
| 45 | CHRDCHORD ENERGY CORPORATION | 16,600 | $1.5M | 0.52% | |
| 46 | ECLECOLAB INC | 5,565 | $1.5M | 0.49% | |
| 47 | ALGTALLEGIANT TRAVEL CO | 15,200 | $1.3M | 0.43% | |
| 48 | APTVAPTIV PLC | 16,000 | $1.2M | 0.41% | |
| 49 | FFORD MTR CO | 88,700 | $1.2M | 0.39% | |
| 50 | CRGYCRESCENT ENERGY COMPANY | 122,973 | $1.0M | 0.35% | |
| 51 | TSLATESLA INC | 2,200 | $989K | 0.33% | |
| 52 | LGNLEGENCE CORP | 21,700 | $933K | 0.31% | |
| 53 | RIGTRANSOCEAN LTD | 219,100 | $904K | 0.30% | |
| 54 | SNDRSCHNEIDER NATIONAL INC | 32,011 | $849K | 0.28% | |
| 55 | CHRWC H ROBINSON WORLDWIDE INC | 5,200 | $835K | 0.28% | |
| 56 | SHLSSHOALS TECHNOLOGIES GROUP IN | 91,400 | $776K | 0.26% | |
| 57 | AMRALPHA METALLURGICAL RESOUR I | 3,800 | $759K | 0.25% | |
| 58 | NUENUCOR CORP | 4,000 | $652K | 0.22% | |
| 59 | DINOHF SINCLAIR CORP | 10,400 | $479K | 0.16% | |
| 60 | CNRCORE NATURAL RESOURCES INC | 4,200 | $371K | 0.12% | |
| 61 | MPCMARATHON PETE CORP | 2,100 | $341K | 0.11% | |
| 62 | HCCWARRIOR MET COAL INC | 3,400 | $299K | 0.10% | |
| 63 | RXORXO INC | 15,000 | $189K | 0.06% |