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 ($13.98M).
The chart below shows the top 10 valuable assets, and the table below shows the top 63 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Turas Capital Management LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | 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 |