Holdings
Tarkio Fund
As of May 31, 2026, Tarkio Fund reported 34 positions worth US$231M. Largest: Lumen Technologies, Inc., Cognex Corporation and Manitowoc Company, Inc. (the). What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Lumen Technologies, Inc. | 4.92M | US$44.5M | +780K | May 31, 2026 |
| Cognex Corporation | 439K | US$28.9M | −1,500 | May 31, 2026 |
| Manitowoc Company, Inc. (the) | 1.3M | US$15.4M | no change | May 31, 2026 |
| Ge Vernova Inc. | 15,125 | US$14.6M | −2,800 | May 31, 2026 |
| Modine Manufacturing Company | 45,225 | US$12.6M | −500 | May 31, 2026 |
| International Paper Company | 331K | US$11.1M | +133K | May 31, 2026 |
| Baxter International Inc. | 589K | US$11.1M | +127K | May 31, 2026 |
| Azenta, Inc. | 480K | US$11M | +230K | May 31, 2026 |
| Coherent Corp. | 23,425 | US$8.47M | −6,000 | May 31, 2026 |
| Ciena Corporation | 13,925 | US$8.08M | −8,800 | May 31, 2026 |