Turas Capital Management LP
59 holdingsFiling period: 2026-06-30Current AUM: $219.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CHRW | C H ROBINSON WORLDWIDE IN | 84.5K | $15.9M | $13.3M | 6.08% | -- | 2026-06-30 |
| 2 | EQNR | EQUINOR ASA | 416.5K | $13.1M | $19.1M | 8.70% | -- | 2026-06-30 |
| 3 | CNI | CANADIAN NATL RY CO | 78.1K | $9.3M | $9.5M | 4.34% | -- | 2026-06-30 |
| 4 | VC | VISTEON CORP | 86.0K | $8.5M | $8.4M | 3.84% | -- | 2026-06-30 |
| 5 | TFII | TFI INTERNATIONAL INC | 59.3K | $8.5M | $7.9M | 3.61% | -335,072 | 2026-06-30 |
| 6 | ALSN | ALLISON TRANSMISSION HLDGS I | 73.2K | $8.3M | $9.0M | 4.09% | -- | 2026-06-30 |
| 7 | COP | CONOCOPHILLIPS | 67.2K | $7.0M | $9.5M | 4.33% | -86,964 | 2026-06-30 |
| 8 | — | COPA HOLDINGS SA | 44.8K | $7.0M | $7.0M | 3.18% | -- | 2026-06-30 |
| 9 | NXT | NEXTPOWER INC | 51.2K | $6.1M | $4.1M | 1.87% | -- | 2026-06-30 |
| 10 | IMO | IMPERIAL OIL LTD | 53.9K | $6.0M | $7.3M | 3.33% | -- | 2026-06-30 |
| 11 | — | EATON CORP PLC | 13.6K | $5.8M | $5.8M | 2.64% | -- | 2026-06-30 |
| 12 | SU | SUNCOR ENERGY INC NEW | 107.1K | $5.7M | $7.7M | 3.52% | -- | 2026-06-30 |
| 13 | BKR | BAKER HUGHES COMPANY | 100.2K | $5.6M | $5.7M | 2.60% | +15.9K | 2026-06-30 |
| 14 | ALGT | ALLEGIANT TRAVEL CO | 46.9K | $5.5M | $3.7M | 1.67% | -317,307 | 2026-06-30 |
| 15 | UNP | UNION PAC CORP | 18.6K | $5.1M | $5.3M | 2.41% | -- | 2026-06-30 |
| 16 | HWM | HOWMET AEROSPACE INC | 18.3K | $4.9M | $4.1M | 1.88% | -- | 2026-06-30 |
| 17 | Q | QNITY ELECTRONICS INC | 29.7K | $4.8M | $3.4M | 1.55% | -- | 2026-06-30 |
| 18 | — | VERSIGENT PLC | 113.2K | $4.8M | $4.8M | 2.17% | -- | 2026-06-30 |
| 19 | CP | CANADIAN PACIFIC KANSAS CITY | 53.0K | $4.6M | $4.7M | 2.15% | -- | 2026-06-30 |
| 20 | WLK | WESTLAKE CORPORATION | 58.8K | $4.3M | $4.1M | 1.88% | -- | 2026-06-30 |
| 21 | CVX | CHEVRON CORPORATION | 25.3K | $4.2M | $5.5M | 2.52% | -68,200 | 2026-06-30 |
| 22 | JBHT | HUNT J B TRANS SVCS INC | 13.9K | $4.0M | $3.8M | 1.73% | -- | 2026-06-30 |
| 23 | FANG | DIAMONDBACK ENERGY INC | 19.9K | $3.5M | $4.2M | 1.92% | -181,846 | 2026-06-30 |
| 24 | HUN | HUNTSMAN CORP | 307.8K | $3.3M | $2.8M | 1.30% | -- | 2026-06-30 |
| 25 | PAAS | PAN AMERN SILVER CORP | 72.7K | $3.3M | $3.5M | 1.61% | -- | 2026-06-30 |
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