Disclosed positions
| HEXCEL CORP NEW | HXL | COM | $65,370,099 | 653,309 | SH | None |
| VALVOLINE INC | VVV | COM | $48,266,004 | 1,220,688 | SH | None |
| INGEVITY CORP | NGVT | COM | $39,954,573 | 535,082 | SH | None |
| POWELL INDS INC | POWL | COM | $37,242,263 | 130,054 | SH | None |
| CHEMOURS CO | CC | COM | $35,298,278 | 1,720,189 | SH | None |
| TENNANT CO | TNC | COM | $34,280,051 | 391,593 | SH | None |
| LINDSAY CORP | LNN | COM | $9,674,970 | 78,150 | SH | None |
| MCGRATH RENTCORP | MGRC | COM | $7,668,340 | 63,359 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.