Disclosed positions
| GRANITE CONSTR INC | GVA | Common Stock | $20,943,071 | 132,484 | SH | None |
| CASELLA WASTE SYS INC CL A | CWST | Common Stock | $18,378,433 | 189,527 | SH | None |
| TE CONNECTIVITY PLC ORD SHS | TEL | Common Stock | $13,419,968 | 66,564 | SH | None |
| VISTRA CORP | VST | Common Stock | $12,919,462 | 81,444 | SH | None |
| CENTURI HOLDINGS INC COM SHS | CTRI | Common Stock | $12,147,862 | 401,715 | SH | None |
| CLEAN HARBORS INC | CLH | Common Stock | $11,925,204 | 39,917 | SH | None |
| SOLARIS ENERGY INFRAS INC COM CL A | SEI | Common Stock | $11,820,137 | 146,907 | SH | None |
| AMPHENOL CORP CL A | APH | Common Stock | $11,456,392 | 64,975 | SH | None |
| GFL ENVIRONMENTAL INC SUB VTG SHS | GFL | Common Stock | $9,793,093 | 266,189 | SH | None |
| SECURE WASTE INFRASTRUCTU CORP | SES | Common Stock | $7,831,959 | 501,743 | SH | None |
| EAGLE MATLS INC | EXP | Common Stock | $5,054,175 | 22,463 | SH | None |
| ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | MT | Common Stock | $3,851,009 | 63,949 | SH | None |
| ATS CORPORATION | ATS | Common Stock | $2,390,633 | 83,020 | 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.