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Disclosery

13F-HR filed by Turas Capital Management LP

Turas Capital Management LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 63 holding rows worth $298,203,607.

Accession
0001214659-26-001990
Filer
CIK 2077058
Filed
2026-02-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 63 entries on the cover page, a total value of $298,203,607 stated on the cover page (in dollars after the unit check, H1), rows summing to $298,203,607 with VALUE read as dollars as filed, 13F file number 028-26542. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
TRANE TECHNOLOGIES PLC SHSG8994E103Stock52,455$20,415,486dollars as filed
AAON INC000360206COM PAR $0.004218,093$16,629,591dollars as filed
OLD DOMINION FREIGHT LINE INC COM679580100Stock89,184$13,984,051dollars as filed
EXXON MOBIL CORP30231G102COM116,000$13,959,440dollars as filed
WERNER ENTERPRISES INC950755108COM447,154$13,419,092dollars as filed
TC ENERGY CORP87807B107COM235,500$12,954,855dollars as filed
BAKER HUGHES COMPANY CL A05722G100Stock258,649$11,778,875dollars as filed
PLAINS ALL AMERN PIPELINE L726503105UNIT LTD PARTN598,100$10,741,876dollars as filed
ConocoPhillips20825C104COM108,000$10,109,880dollars as filed
CENOVUS ENERGY INC15135U109COM589,869$9,980,583dollars as filed
EMCOR GROUP INC COM29084Q100Stock15,800$9,666,282dollars as filed
SAIA INC78709Y105COM28,460$9,292,759dollars as filed
ADVANCED DRAIN SYS INC DEL COM00790R104Stock55,400$8,023,582dollars as filed
CALIFORNIA RES CORP13057Q305COM STOCK176,500$7,891,315dollars as filed
STELLANTIS N.V SHSN82405106Stock658,700$7,173,243dollars as filed
VALARIS LTDG9460G101CL A136,300$6,869,520dollars as filed
QUANTA SVCS INC74762E102COM15,740$6,643,224dollars as filed
ARMSTRONG WORLD INDS INC NEW04247X102COM34,000$6,497,400dollars as filed
BORGWARNER INC COM099724106Stock136,400$6,146,184dollars as filed
PACKAGING CORP AMER COM695156109Stock24,500$5,052,635dollars as filed
WILLIAMS COS INC COM969457100Stock83,700$5,031,207dollars as filed
LYONDELLBASELL INDUSTRIES NV SHS - A -N53745100Stock108,900$4,715,370dollars as filed
WEATHERFORD INTL PLC ORD SHSG48833118Stock57,300$4,484,298dollars as filed
STEEL DYNAMICS INC COM858119100Stock26,000$4,405,700dollars as filed
IMPERIAL OIL LTD COM NEW453038408Stock49,200$4,246,452dollars as filed
3M CO COM88579Y101Stock25,900$4,146,590dollars as filed
NOV INC62955J103COM258,900$4,046,607dollars as filed
CSX Corporation126408103COM110,400$4,002,000dollars as filed
CORTEVA INC COM22052L104Stock59,200$3,968,176dollars as filed
ANTERO MIDSTREAM CORP COM03676B102Stock203,704$3,623,894dollars as filed
MOSAIC CO COM61945C103Stock132,216$3,185,083dollars as filed
COMMERCIAL METALS CO COM201723103Stock46,000$3,184,120dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock15,000$2,915,850dollars as filed
CORNING INC219350105COM32,000$2,801,920dollars as filed
HALLIBURTON CO COM406216101Stock88,100$2,489,706dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock45,103$2,383,243dollars as filed
LIMBACH HLDGS INC53263P105COM27,393$2,132,545dollars as filed
CLEVELAND-CLIFFS INC NEW COM185899101Stock152,800$2,029,184dollars as filed
INTERNATIONAL PAPER CO COM460146103Stock51,200$2,016,768dollars as filed
DAQO NEW ENERGY CORP. (ADR)23703Q203SPNSRD ADS NEW66,000$1,947,000dollars as filed
LIBERTY ENERGY INC53115L104COM CL A100,200$1,849,692dollars as filed
SOLARIS ENERGY INFRAS INC COM CL A83418M103Stock39,600$1,820,412dollars as filed
CUMMINS INC COM231021106Stock3,520$1,796,784dollars as filed
GREEN PLAINS INC393222104COM169,200$1,658,160dollars as filed
CHORD ENERGY CORPORATION674215207COM NEW16,600$1,538,820dollars as filed
ECOLAB INC COM278865100Stock5,565$1,460,924dollars as filed
ALLEGIANT TRAVEL CO01748X102COM15,200$1,296,104dollars as filed
APTIV PLCG3265R107COM SHS16,000$1,217,440dollars as filed
FORD MTR CO COM345370860Stock88,700$1,163,744dollars as filed
CRESCENT ENERGY COMPANY CL A COM44952J104Stock122,973$1,031,743dollars as filed
Tesla Motors, Inc88160R101COM2,200$989,384dollars as filed
LEGENCE CORP52476L109CL A21,700$933,968dollars as filed
TRANSOCEAN LTD REGISTERED SHSH8817H100Stock219,100$904,883dollars as filed
SCHNEIDER NATIONAL INC80689H102CL B32,011$849,252dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock5,200$835,952dollars as filed
SHOALS TECHNOLOGIES GROUP INC CL A82489W107Stock91,400$776,900dollars as filed
ALPHA METALLURGICAL RESOUR I020764106COM3,800$759,544dollars as filed
NUCOR CORP COM670346105Stock4,000$652,440dollars as filed
HF SINCLAIR CORP COM403949100Stock10,400$479,232dollars as filed
CORE NATURAL RESOURCES INC218937100COM SHS4,200$371,742dollars as filed
MARATHON PETE CORP COM56585A102Stock2,100$341,523dollars as filed
WARRIOR MET COAL INC93627C101COM3,400$299,778dollars as filed
RXO, Inc.74982T103Common Stock, $0.01 par value15,000$189,600dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001214659-26-001990this filing2026-02-17acceptance time not in the bulk data set