SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $596,362,063 |
| Positions | 27 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| OWENS CORNING NEW | OC | COM | $53,707,815 | 337,870 |
| NORDSON CORP | NDSN | COM | $37,711,250 | 125,000 |
| ROCKET COS INC | RKT | COM CL A | $37,304,978 | 2,368,570 |
| CARLISLE COS INC | CSL | COM | $37,265,307 | 102,730 |
| BRINKS CO | BCO | COM | $34,961,961 | 370,007 |
| BRUNSWICK CORP | BC | COM | $30,586,702 | 363,090 |
| TIMKEN CO | TKR | COM | $29,064,000 | 200,000 |
| OSHKOSH CORP | OSK | COM | $27,933,360 | 182,000 |
| MALIBU BOATS INC | MBUU | COM CL A | $25,400,564 | 926,014 |
| BUILDERS FIRSTSOURCE INC | BLDR | COM | $24,311,716 | 271,700 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.