Turas Capital Management LP
37 holdingsFiling period: 2026-03-31Current AUM: $407.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CNQ | CANADIAN NAT RES LTD MED TER | 913.3K | $44.5M | $43.5M | 10.69% | -- | 2026-03-31 |
| 2 | TFII | TRANSFORCE INC | 394.4K | $42.8M | $53.2M | 13.07% | -- | 2026-03-31 |
| 3 | FANG | DIAMONDBACK ENERGY INC | 201.7K | $39.9M | $40.9M | 10.05% | -- | 2026-03-31 |
| 4 | SHEL | SHELL PLC | 383.3K | $35.6M | $35.3M | 8.65% | -- | 2026-03-31 |
| 5 | ALGT | ALLEGIANT TRAVEL CO | 364.2K | $29.5M | $35.7M | 8.77% | +349.0K | 2026-03-31 |
| 6 | LSTR | LANDSTAR SYS INC | 183.5K | $29.4M | $32.1M | 7.87% | -- | 2026-03-31 |
| 7 | COP | CONOCOPHILLIPS | 154.2K | $20.3M | $18.6M | 4.56% | +46.2K | 2026-03-31 |
| 8 | CVX | CHEVRON CORPORATION | 93.5K | $19.3M | $18.4M | 4.52% | -- | 2026-03-31 |
| 9 | CC | CHEMOURS CO | 736.8K | $16.2M | $12.2M | 3.00% | -- | 2026-03-31 |
| 10 | EOG | EOG RES INC | 67.9K | $9.8M | $10.1M | 2.48% | -- | 2026-03-31 |
| 11 | FLR | FLUOR CORP | 197.4K | $9.2M | $9.9M | 2.43% | -- | 2026-03-31 |
| 12 | CARR | CARRIER GLOBAL CORPORATION | 163.4K | $9.2M | $10.1M | 2.48% | +118.3K | 2026-03-31 |
| 13 | ALK | ALASKA AIR GROUP INC | 162.9K | $6.0M | $7.7M | 1.90% | -- | 2026-03-31 |
| 14 | — | LYONDELLBASELL INDUSTRIES NV | 64.5K | $5.2M | $5.2M | 1.28% | -44,373 | 2026-03-31 |
| 15 | BKR | BAKER HUGHES COMPANY | 84.3K | $5.1M | $5.1M | 1.25% | -174,349 | 2026-03-31 |
| 16 | — | NATIONAL ENERGY SERVICES REU | 220.8K | $4.7M | $4.7M | 1.16% | -- | 2026-03-31 |
| 17 | E | ENI SPA | 81.9K | $4.6M | $4.6M | 1.12% | -- | 2026-03-31 |
| 18 | FDX | FEDEX CORP | 12.0K | $4.3M | $3.7M | 0.91% | -- | 2026-03-31 |
| 19 | IP | INTERNATIONAL PAPER CO | 119.6K | $4.3M | $4.9M | 1.20% | +68.4K | 2026-03-31 |
| 20 | AGCO | AGCO CORP | 36.5K | $4.2M | $3.7M | 0.92% | -- | 2026-03-31 |
| 21 | — | AXALTA COATING SYS LTD | 152.1K | $4.2M | $4.2M | 1.03% | -- | 2026-03-31 |
| 22 | DE | DEERE & CO | 7.3K | $4.1M | $4.3M | 1.06% | -- | 2026-03-31 |
| 23 | B | BARRICK MNG CORP | 91.7K | $3.7M | $3.4M | 0.83% | -- | 2026-03-31 |
| 24 | TSLA | TESLA INC | 10.0K | $3.7M | $3.1M | 0.76% | +7.8K | 2026-03-31 |
| 25 | LUV | SOUTHWEST AIRLS CO | 96.5K | $3.6M | $4.3M | 1.07% | -- | 2026-03-31 |
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