SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $310,581,607 |
| Positions | 17 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| CECO Environmental Corp | CECO | COM | $56,578,840 | 623,527 |
| Ranger Energy Services Inc | RNGR | COM | $33,322,574 | 2,081,360 |
| American Tower Corp | AMT | CL A | $28,215,825 | 172,500 |
| Belden Inc | BDC | COM | $20,957,390 | 174,776 |
| Devon Energy Corp | DVN | COM | $20,660,000 | 500,000 |
| Manitowoc Co Inc/The | MTW | COM | $20,559,172 | 1,480,142 |
| Quanex Building Products Corp | NX | COM | $20,102,208 | 1,079,603 |
| Mistras Group Inc | MG | COM | $19,640,385 | 1,124,235 |
| Methode Electronics Inc | MEI | COM | $16,423,619 | 865,768 |
| Antero Resources Corp | AR | COM | $13,177,500 | 375,000 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.