Holdings
M Capital Appreciation Fund
As of Jun 30, 2026, M Capital Appreciation Fund reported 141 positions worth US$310M. Largest: Ftai Aviation Ltd., Flex Ltd. and Carpenter Technology Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Ftai Aviation Ltd. | 35,386 | US$9.57M | first report | Jun 30, 2026 |
| Flex Ltd. | 43,092 | US$6.98M | first report | Jun 30, 2026 |
| Carpenter Technology Corporation | 11,100 | US$6.85M | first report | Jun 30, 2026 |
| Jabil Inc. | 14,994 | US$5.78M | first report | Jun 30, 2026 |
| Xpo, Inc. | 27,929 | US$5.73M | first report | Jun 30, 2026 |
| Granite Construction Incorporated | 34,471 | US$5.45M | first report | Jun 30, 2026 |
| Ati Inc. | 25,189 | US$4.96M | first report | Jun 30, 2026 |
| Lattice Semiconductor Corporation | 31,262 | US$4.78M | first report | Jun 30, 2026 |
| Astera Labs, Inc. | 9,508 | US$4.59M | first report | Jun 30, 2026 |
| Knight-swift Transportation Holdings Inc. | 55,492 | US$4.32M | first report | Jun 30, 2026 |