Turas Capital Management LP
Turas Capital Management LP reported 59 holdings worth US$218M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Turas Capital Management LP reported 59 holdings worth US$218M as of Jun 30, 2026. Largest: C.h. Robinson Worldwide, Inc., Equinor Asa and Canadian National Railway Company. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 59
- Value as reported
- US$218M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| C.h. Robinson Worldwide, Inc. | 84,500 | US$15.9M | 7.3% |
| Equinor Asa | 416K | US$13.1M | 6.0% |
| Canadian National Railway Company | 78,063 | US$9.31M | 4.3% |
| Visteon Corporation | 86,002 | US$8.53M | 3.9% |
| Tfi International Inc. | 59,300 | US$8.51M | 3.9% |
| Allison Transmission Holdings, Inc. | 73,200 | US$8.25M | 3.8% |
| Conocophillips | 67,201 | US$6.99M | 3.2% |
| Copa Holdings, S.a. | 44,800 | US$6.97M | 3.2% |
| Nextpower Inc. | 51,201 | US$6.1M | 2.8% |
| Imperial Oil Limited | 53,900 | US$6.04M | 2.8% |
| Suncor Energy Inc. | 107K | US$5.75M | 2.6% |
| Baker Hughes Company | 100K | US$5.56M | 2.6% |
| Allegiant Travel Company | 46,852 | US$5.51M | 2.5% |
| Union Pacific Corporation | 18,600 | US$5.06M | 2.3% |
| Howmet Aerospace Inc. | 18,300 | US$4.92M | 2.3% |
| Qnity Electronics, Inc. | 29,700 | US$4.85M | 2.2% |
| Canadian Pacific Kansas City Limited | 53,000 | US$4.59M | 2.1% |
| Westlake Corporation | 58,800 | US$4.29M | 2.0% |
| Chevron Corporation | 25,300 | US$4.19M | 1.9% |
| J.b. Hunt Transport Services, Inc. | 13,900 | US$4.02M | 1.8% |
| Diamondback Energy, Inc. | 19,854 | US$3.49M | 1.6% |
| Huntsman Corporation | 308K | US$3.27M | 1.5% |
| Pan American Silver Corp. | 72,700 | US$3.26M | 1.5% |
| Cleveland-cliffs Inc. | 315K | US$2.95M | 1.4% |
| Cummins Inc. | 4,040 | US$2.88M | 1.3% |
| Liberty Energy Inc. | 108K | US$2.83M | 1.3% |
| Borgwarner Inc. | 42,100 | US$2.8M | 1.3% |
| Csx Corporation | 55,986 | US$2.66M | 1.2% |
| Ecolab Inc. | 9,220 | US$2.57M | 1.2% |
| Dt Midstream, Inc. | 16,000 | US$2.35M | 1.1% |
| Freeport-mcmoran, Inc. | 35,900 | US$2.26M | 1.0% |
| Halliburton Company | 66,400 | US$2.25M | 1.0% |
| Williams Companies, Inc. (the) | 30,000 | US$2.23M | 1.0% |
| Saia, Inc. | 5,120 | US$2.16M | 0.99% |
| Occidental Petroleum Corporation | 43,800 | US$2.13M | 0.98% |
| Phinia Inc. | 21,945 | US$1.81M | 0.83% |
| Legence Corp. | 20,200 | US$1.72M | 0.79% |
| Air Products And Chemicals, Inc. | 5,720 | US$1.68M | 0.77% |
| First Solar, Inc. | 7,000 | US$1.65M | 0.76% |
| Alcoa Corporation | 31,200 | US$1.63M | 0.75% |
| Mastec, Inc. | 3,720 | US$1.55M | 0.71% |
| Magna International Inc. | 21,000 | US$1.38M | 0.63% |
| Atlas Energy Solutions Inc. | 81,700 | US$1.36M | 0.62% |
| Ge Vernova Inc. | 1,000 | US$1.17M | 0.54% |
| Element Solutions Inc. | 24,200 | US$1.16M | 0.53% |
| Quanta Services, Inc. | 1,560 | US$1.12M | 0.52% |
| Emcor Group, Inc. | 1,320 | US$1.1M | 0.50% |
| Warrior Met Coal, Inc. | 12,600 | US$1.02M | 0.47% |
| Sibanye Stillwater Limited | 116K | US$984K | 0.45% |
| Alpha Metallurgical Resources, Inc. | 4,300 | US$709K | 0.33% |
| Core Natural Resources, Inc. | 8,073 | US$646K | 0.30% |
Source
View original at SEC
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