MAC Alpha Capital Management, LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, MAC Alpha Capital Management, LP held in its portfolio 20 assets valued at $181,752,511 (i.e. $181.75M).

The most valuable assets in the portfolio included: B2GOLD CORP ($26.31M), TECHNIPFMC PLC ($15.50M), and ALLISON TRANSMISSION HLDGS I ($13.58M).

The chart below shows the top 10 valuable assets, and the table below shows the top 20 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in MAC Alpha Capital Management, LP Portfolio

B2GOLD CORP

TECHNIPFMC PLC

ALLISON TRANSMISSION HLDGS I

AXALTA COATING SYS LTD

CLOROX CO DEL

SIBANYE STILLWATER LTD

ERO COPPER CORP

SCIENCE APPLICATIONS INTL CO

SEALED AIR CORP NEW

BORGWARNER INC

MAC Alpha Capital Management, LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
B2GOLD CORP	5842923	26312048	COM
TECHNIPFMC PLC	347854	15500134	COM
ALLISON TRANSMISSION HLDGS I	138709	13579357	COM
AXALTA COATING SYS LTD	412758	13335968	COM
CLOROX CO DEL	117800	11877558	COM
SIBANYE STILLWATER LTD	778407	11092171	SPONSORED ADR
ERO COPPER CORP	351237	9966150	COM
SCIENCE APPLICATIONS INTL CO	90266	9086011	COM
SEALED AIR CORP NEW	216493	8969145	COM
BORGWARNER INC	189282	8528899	COM
ENERGIZER HLDGS INC NEW	418808	8329941	COM
MOLSON COORS BEVERAGE CO	163832	7647541	CL B
GENTEX CORP	262700	6112920	COM
THE CAMPBELLS COMPANY	217114	6050860	COM
RANGE RES CORP	158276	5580714	COM
STEEL DYNAMICS INC	32534	5512788	COM
CORE LABORATORIES INC	312928	5016148	COM
LAMB WESTON HLDGS INC	95803	4013119	COM
VALVOLINE INC	123656	3593375	COM
ADVANCE AUTO PARTS INC	41926	1647664	COM