Turas 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, Turas Capital Management LP held in its portfolio 63 assets valued at $298,203,607 (i.e. $298.20M).

The most valuable assets in the portfolio included: TRANE TECHNOLOGIES PLC ($20.42M), AAON INC ($16.63M), and OLD DOMINION FREIGHT LINE IN ($13.98M).

The chart below shows the top 10 valuable assets, and the table below shows the top 63 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Turas Capital Management LP Portfolio
TRANE TECHNOLOGIES PLC
AAON INC
OLD DOMINION FREIGHT LINE IN
EXXON MOBIL CORP
WERNER ENTERPRISES INC
TC ENERGY CORP
BAKER HUGHES COMPANY
PLAINS ALL AMERN PIPELINE L
CONOCOPHILLIPS
CENOVUS ENERGY INC
Turas Capital Management LP - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
TRANE TECHNOLOGIES PLC 52455 20415486 SHS
AAON INC 218093 16629591 COM PAR $0.004
OLD DOMINION FREIGHT LINE IN 89184 13984051 COM
EXXON MOBIL CORP 116000 13959440 COM
WERNER ENTERPRISES INC 447154 13419092 COM
TC ENERGY CORP 235500 12954855 COM
BAKER HUGHES COMPANY 258649 11778875 CL A
PLAINS ALL AMERN PIPELINE L 598100 10741876 UNIT LTD PARTN
CONOCOPHILLIPS 108000 10109880 COM
CENOVUS ENERGY INC 589869 9980583 COM
EMCOR GROUP INC 15800 9666282 COM
SAIA INC 28460 9292759 COM
ADVANCED DRAIN SYS INC DEL 55400 8023582 COM
CALIFORNIA RES CORP 176500 7891315 COM STOCK
STELLANTIS N.V 658700 7173243 SHS
VALARIS LTD 136300 6869520 CL A
QUANTA SVCS INC 15740 6643224 COM
ARMSTRONG WORLD INDS INC NEW 34000 6497400 COM
BORGWARNER INC 136400 6146184 COM
PACKAGING CORP AMER 24500 5052635 COM
WILLIAMS COS INC 83700 5031207 COM
LYONDELLBASELL INDUSTRIES N 108900 4715370 SHS - A -
WEATHERFORD INTL PLC 57300 4484298 ORD SHS
STEEL DYNAMICS INC 26000 4405700 COM
IMPERIAL OIL LTD 49200 4246452 COM NEW
3M CO 25900 4146590 COM
NOV INC 258900 4046607 COM
CSX CORP 110400 4002000 COM
CORTEVA INC 59200 3968176 COM
ANTERO MIDSTREAM CORP 203704 3623894 COM
MOSAIC CO NEW 132216 3185083 COM
COMMERCIAL METALS CO 46000 3184120 COM
CHENIERE ENERGY INC 15000 2915850 COM NEW
CORNING INC 32000 2801920 COM
HALLIBURTON CO 88100 2489706 COM
CARRIER GLOBAL CORPORATION 45103 2383243 COM
LIMBACH HLDGS INC 27393 2132545 COM
CLEVELAND-CLIFFS INC NEW 152800 2029184 COM
INTERNATIONAL PAPER CO 51200 2016768 COM
DAQO NEW ENERGY CORP 66000 1947000 SPNSRD ADS NEW
LIBERTY ENERGY INC 100200 1849692 COM CL A
SOLARIS ENERGY INFRAS INC 39600 1820412 COM CL A
CUMMINS INC 3520 1796784 COM
GREEN PLAINS INC 169200 1658160 COM
CHORD ENERGY CORPORATION 16600 1538820 COM NEW
ECOLAB INC 5565 1460924 COM
ALLEGIANT TRAVEL CO 15200 1296104 COM
APTIV PLC 16000 1217440 COM SHS
FORD MTR CO 88700 1163744 COM
CRESCENT ENERGY COMPANY 122973 1031743 CL A COM
TESLA INC 2200 989384 COM
LEGENCE CORP 21700 933968 CL A
TRANSOCEAN LTD 219100 904883 REGISTERED SHS
SCHNEIDER NATIONAL INC 32011 849252 CL B
C H ROBINSON WORLDWIDE INC 5200 835952 COM NEW
SHOALS TECHNOLOGIES GROUP IN 91400 776900 CL A
ALPHA METALLURGICAL RESOUR I 3800 759544 COM
NUCOR CORP 4000 652440 COM
HF SINCLAIR CORP 10400 479232 COM
CORE NATURAL RESOURCES INC 4200 371742 COM SHS
MARATHON PETE CORP 2100 341523 COM
WARRIOR MET COAL INC 3400 299778 COM
RXO INC 15000 189600 COMMON STOCK