Holders — by stockHoldings — by fund
Turas Capital Management LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002077058
$217.7M
disclosed book value
59
positions
7.3%
largest position share
Positions, as of 2026-06-30
top 59 of 59 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CHRWC H ROBINSON WORLDWIDE IN | 84,500 | $15.9M | 7.3% |
| 2 | EQNREQUINOR ASA | 416,464 | $13.1M | 6% |
| 3 | CNICANADIAN NATL RY CO | 78,063 | $9.3M | 4.3% |
| 4 | VCVISTEON CORP | 86,002 | $8.5M | 3.9% |
| 5 | TFIITFI INTERNATIONAL INC | 59,300 | $8.5M | 3.9% |
| 6 | ALSNALLISON TRANSMISSION HLDGS I | 73,200 | $8.3M | 3.8% |
| 7 | COPCONOCOPHILLIPS | 67,201 | $7.0M | 3.2% |
| 8 | CPACOPA HOLDINGS SA | 44,800 | $7.0M | 3.2% |
| 9 | NXTNEXTPOWER INC | 51,201 | $6.1M | 2.8% |
| 10 | IMOIMPERIAL OIL LTD | 53,900 | $6.0M | 2.8% |
| 11 | ETNEATON CORP PLC | 13,560 | $5.8M | 2.7% |
| 12 | SUSUNCOR ENERGY INC NEW | 107,100 | $5.7M | 2.6% |
| 13 | BKRBAKER HUGHES COMPANY | 100,200 | $5.6M | 2.6% |
| 14 | ALGTALLEGIANT TRAVEL CO | 46,852 | $5.5M | 2.5% |
| 15 | UNPUNION PAC CORP | 18,600 | $5.1M | 2.3% |
| 16 | HWMHOWMET AEROSPACE INC | 18,300 | $4.9M | 2.3% |
| 17 | QQNITY ELECTRONICS INC | 29,700 | $4.9M | 2.2% |
| 18 | VGNTVERSIGENT PLC | 113,228 | $4.8M | 2.2% |
| 19 | CPCANADIAN PACIFIC KANSAS CITY | 53,000 | $4.6M | 2.1% |
| 20 | WLKWESTLAKE CORPORATION | 58,800 | $4.3M | 2% |
| 21 | CVXCHEVRON CORPORATION | 25,300 | $4.2M | 1.9% |
| 22 | JBHTHUNT J B TRANS SVCS INC | 13,900 | $4.0M | 1.8% |
| 23 | FANGDIAMONDBACK ENERGY INC | 19,854 | $3.5M | 1.6% |
| 24 | HUNHUNTSMAN CORP | 307,800 | $3.3M | 1.5% |
| 25 | PAASPAN AMERN SILVER CORP | 72,700 | $3.3M | 1.5% |
| 26 | CLFCLEVELAND-CLIFFS INC NEW | 314,643 | $3.0M | 1.4% |
| 27 | CMICUMMINS INC | 4,040 | $2.9M | 1.3% |
| 28 | LBRTLIBERTY ENERGY INC | 108,200 | $2.8M | 1.3% |
| 29 | BWABORGWARNER INC | 42,100 | $2.8M | 1.3% |
| 30 | CSXCSX CORP | 55,986 | $2.7M | 1.2% |
| 31 | ECLECOLAB INC | 9,220 | $2.6M | 1.2% |
| 32 | DTMDT MIDSTREAM INC | 16,000 | $2.3M | 1.1% |
| 33 | FCXFREEPORT MCMORAN INC | 35,900 | $2.3M | 1% |
| 34 | HALHALLIBURTON CO | 66,400 | $2.3M | 1% |
| 35 | FDXFFEDEX FGHT HLDG CO INC | 14,800 | $2.2M | 1% |
| 36 | BGBUNGE GLOBAL SA | 20,900 | $2.2M | 1% |
| 37 | WMBWILLIAMS COS INC | 30,000 | $2.2M | 1% |
| 38 | SAIASAIA INC | 5,120 | $2.2M | 1% |
| 39 | OXYOCCIDENTAL PETE CORP | 43,800 | $2.1M | 1% |
| 40 | PHINPHINIA INC | 21,945 | $1.8M | 0.8% |
| 41 | LGNLEGENCE CORP | 20,200 | $1.7M | 0.8% |
| 42 | APDAIR PRODUCTS AND CHEMICALS I | 5,720 | $1.7M | 0.8% |
| 43 | FSLRFIRST SOLAR INC | 7,000 | $1.7M | 0.8% |
| 44 | AAALCOA CORP | 31,200 | $1.6M | 0.7% |
| 45 | MTZMASTEC INC | 3,720 | $1.5M | 0.7% |
| 46 | MGAMAGNA INTL INC | 21,000 | $1.4M | 0.6% |
| 47 | AESIATLAS ENERGY SOLUTIONS INC | 81,700 | $1.4M | 0.6% |
| 48 | GEVGE VERNOVA INC | 1,000 | $1.2M | 0.5% |
| 49 | ESIELEMENT SOLUTIONS INC | 24,200 | $1.2M | 0.5% |
| 50 | JHXJAMES HARDIE INDS PLC | 43,700 | $1.1M | 0.5% |
| 51 | PWRQUANTA SVCS INC | 1,560 | $1.1M | 0.5% |
| 52 | LYBLYONDELLBASELL INDUSTRIES NV | 21,297 | $1.1M | 0.5% |
| 53 | EMEEMCOR GROUP INC | 1,320 | $1.1M | 0.5% |
| 54 | HCCWARRIOR MET COAL INC | 12,600 | $1.0M | 0.5% |
| 55 | SBSWSIBANYE STILLWATER LTD | 115,863 | $983,677 | 0.5% |
| 56 | AMRALPHA METALLURGICAL RESOUR I | 4,300 | $709,242 | 0.3% |
| 57 | CNRCORE NATURAL RESOURCES INC | 8,073 | $646,001 | 0.3% |
| 58 | APTVAPTIV PLC | 10,200 | $626,076 | 0.3% |
| 59 | SWSMURFIT WESTROCK PLC | 12,100 | $559,746 | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.