13F HOLDINGS REPORT
Turas Capital Management LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001214659-26-001990
Total Value
$298.2M
Positions
63
Other Managers
0
Confidential Omitted
No
Holdings (63)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANE TECHNOLOGIES PLC | TT | 52,455 | $20.4M | 6.85% |
| 2 | AAON INC | AAON | 218,093 | $16.6M | 5.58% |
| 3 | OLD DOMINION FREIGHT LINE IN | ODFL | 89,184 | $14.0M | 4.69% |
| 4 | EXXON MOBIL CORP | XOM | 116,000 | $14.0M | 4.68% |
| 5 | WERNER ENTERPRISES INC | WERN | 447,154 | $13.4M | 4.50% |
| 6 | TC ENERGY CORP | TRPRF | 235,500 | $13.0M | 4.34% |
| 7 | BAKER HUGHES COMPANY | BKR | 258,649 | $11.8M | 3.95% |
| 8 | PLAINS ALL AMERN PIPELINE L | 726503105 | 598,100 | $10.7M | 3.60% |
| 9 | CONOCOPHILLIPS | COP | 108,000 | $10.1M | 3.39% |
| 10 | CENOVUS ENERGY INC | CVE | 589,869 | $10.0M | 3.35% |
| 11 | EMCOR GROUP INC | EME | 15,800 | $9.7M | 3.24% |
| 12 | SAIA INC | SAIA | 28,460 | $9.3M | 3.12% |
| 13 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 55,400 | $8.0M | 2.69% |
| 14 | CALIFORNIA RES CORP | CRC | 176,500 | $7.9M | 2.65% |
| 15 | STELLANTIS N.V | STLA | 658,700 | $7.2M | 2.41% |
| 16 | VALARIS LTD | VAL-WT | 136,300 | $6.9M | 2.30% |
| 17 | QUANTA SVCS INC | 74762E102 | 15,740 | $6.6M | 2.23% |
| 18 | ARMSTRONG WORLD INDS INC NEW | 04247X102 | 34,000 | $6.5M | 2.18% |
| 19 | BORGWARNER INC | BWA | 136,400 | $6.1M | 2.06% |
| 20 | PACKAGING CORP AMER | 695156109 | 24,500 | $5.1M | 1.69% |
| 21 | WILLIAMS COS INC | 969457100 | 83,700 | $5.0M | 1.69% |
| 22 | LYONDELLBASELL INDUSTRIES N | LYB | 108,900 | $4.7M | 1.58% |
| 23 | WEATHERFORD INTL PLC | G48833118 | 57,300 | $4.5M | 1.50% |
| 24 | STEEL DYNAMICS INC | STLD | 26,000 | $4.4M | 1.48% |
| 25 | IMPERIAL OIL LTD | IMO | 49,200 | $4.2M | 1.42% |
| 26 | 3M CO | MMM | 25,900 | $4.1M | 1.39% |
| 27 | NOV INC | NOV | 258,900 | $4.0M | 1.36% |
| 28 | CSX CORP | CSX | 110,400 | $4.0M | 1.34% |
| 29 | CORTEVA INC | CTVA | 59,200 | $4.0M | 1.33% |
| 30 | ANTERO MIDSTREAM CORP | AM | 203,704 | $3.6M | 1.22% |
| 31 | MOSAIC CO NEW | MOS | 132,216 | $3.2M | 1.07% |
| 32 | COMMERCIAL METALS CO | CMC | 46,000 | $3.2M | 1.07% |
| 33 | CHENIERE ENERGY INC | LNG | 15,000 | $2.9M | 0.98% |
| 34 | CORNING INC | GLW | 32,000 | $2.8M | 0.94% |
| 35 | HALLIBURTON CO | HAL | 88,100 | $2.5M | 0.83% |
| 36 | CARRIER GLOBAL CORPORATION | CARR | 45,103 | $2.4M | 0.80% |
| 37 | LIMBACH HLDGS INC | LMB | 27,393 | $2.1M | 0.72% |
| 38 | CLEVELAND-CLIFFS INC NEW | CLF | 152,800 | $2.0M | 0.68% |
| 39 | INTERNATIONAL PAPER CO | 460146103 | 51,200 | $2.0M | 0.68% |
| 40 | DAQO NEW ENERGY CORP | DQ | 66,000 | $1.9M | 0.65% |
| 41 | LIBERTY ENERGY INC | LBRT | 100,200 | $1.8M | 0.62% |
| 42 | SOLARIS ENERGY INFRAS INC | SEI | 39,600 | $1.8M | 0.61% |
| 43 | CUMMINS INC | CMI | 3,520 | $1.8M | 0.60% |
| 44 | GREEN PLAINS INC | GPRE | 169,200 | $1.7M | 0.56% |
| 45 | CHORD ENERGY CORPORATION | CHRD | 16,600 | $1.5M | 0.52% |
| 46 | ECOLAB INC | ECL | 5,565 | $1.5M | 0.49% |
| 47 | ALLEGIANT TRAVEL CO | ALGT | 15,200 | $1.3M | 0.43% |
| 48 | APTIV PLC | APTV | 16,000 | $1.2M | 0.41% |
| 49 | FORD MTR CO | 345370860 | 88,700 | $1.2M | 0.39% |
| 50 | CRESCENT ENERGY COMPANY | CRGY | 122,973 | $1.0M | 0.35% |
| 51 | TESLA INC | TSLA | 2,200 | $989,384 | 0.33% |
| 52 | LEGENCE CORP | LGN | 21,700 | $933,968 | 0.31% |
| 53 | TRANSOCEAN LTD | RIG | 219,100 | $904,883 | 0.30% |
| 54 | SCHNEIDER NATIONAL INC | SNDR | 32,011 | $849,252 | 0.28% |
| 55 | C H ROBINSON WORLDWIDE INC | CHRW | 5,200 | $835,952 | 0.28% |
| 56 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 91,400 | $776,900 | 0.26% |
| 57 | ALPHA METALLURGICAL RESOUR I | 020764106 | 3,800 | $759,544 | 0.25% |
| 58 | NUCOR CORP | NUE | 4,000 | $652,440 | 0.22% |
| 59 | HF SINCLAIR CORP | DINO | 10,400 | $479,232 | 0.16% |
| 60 | CORE NATURAL RESOURCES INC | CNR | 4,200 | $371,742 | 0.12% |
| 61 | MARATHON PETE CORP | MARA | 2,100 | $341,523 | 0.11% |
| 62 | WARRIOR MET COAL INC | HCC | 3,400 | $299,778 | 0.10% |
| 63 | RXO INC | RXO | 15,000 | $189,600 | 0.06% |