13F-HR filed by Turas Capital Management LP
Turas Capital Management LP filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 37 holding rows worth $391,551,964.
- Accession
- 0001214659-26-006476
- Filer
- CIK 2077058
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 37 entries on the cover page, a total value of $391,551,964 stated on the cover page (in dollars after the unit check, H1), rows summing to $391,551,964 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CANADIAN NAT RES LTD MED TERM COM | 136385101 | Stock | 913,300 | $44,505,109 | dollars as filed | |
| TFI INTERNATIONAL INC COM | 87241L109 | Stock | 394,372 | $42,840,630 | dollars as filed | |
| DIAMONDBACK ENERGY INC COM | 25278X109 | Stock | 201,700 | $39,894,243 | dollars as filed | |
| SHELL PLC SPON ADS | 780259305 | ADR | 383,300 | $35,646,900 | dollars as filed | |
| ALLEGIANT TRAVEL CO | 01748X102 | COM | 364,159 | $29,511,445 | dollars as filed | |
| LANDSTAR SYS INC COM | 515098101 | Stock | 183,500 | $29,416,885 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 154,165 | $20,349,780 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 93,500 | $19,345,150 | dollars as filed | |
| CHEMOURS CO COM | 163851108 | Stock | 736,800 | $16,231,704 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 67,900 | $9,816,303 | dollars as filed | |
| FLUOR CORP | 343412102 | COM | 197,400 | $9,208,710 | dollars as filed | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 163,400 | $9,201,054 | dollars as filed | |
| ALASKA AIR GROUP INC COM | 011659109 | Stock | 162,900 | $5,991,462 | dollars as filed | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 64,527 | $5,198,295 | dollars as filed | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 84,300 | $5,146,515 | dollars as filed | |
| NATIONAL ENERGY SERVICES REU | G6375R107 | SHS | 220,800 | $4,740,576 | dollars as filed | |
| ENI SPA SPONSORED ADR | 26874R108 | ADR | 81,900 | $4,636,359 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 12,000 | $4,274,160 | dollars as filed | |
| INTERNATIONAL PAPER CO COM | 460146103 | Stock | 119,600 | $4,269,720 | dollars as filed | |
| AGCO CORP | 001084102 | COM | 36,500 | $4,229,255 | dollars as filed | |
| AXALTA COATING SYS LTD COM | G0750C108 | Stock | 152,100 | $4,213,170 | dollars as filed | |
| Deere & Company | 244199105 | COM | 7,320 | $4,123,356 | dollars as filed | |
| BARRICK MNG CORP | 06849F108 | COM SHS | 91,700 | $3,740,443 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 10,000 | $3,717,500 | dollars as filed | |
| SOUTHWESTAIRLSCO | 844741108 | STOK | 96,500 | $3,625,505 | dollars as filed | |
| HESS MIDSTREAM LP | 428103105 | CL A SHS | 88,400 | $3,436,108 | dollars as filed | |
| KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | CL A | 55,900 | $3,218,722 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 24,500 | $3,209,990 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 11,960 | $3,181,599 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 61,100 | $3,139,929 | dollars as filed | |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 22,400 | $2,908,416 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 16,300 | $2,134,485 | dollars as filed | |
| ATMUS FILTRATION TECHNOLOGIE | 04956D107 | COM | 35,900 | $2,038,043 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 16,926 | $1,779,261 | dollars as filed | |
| XPO INC COM | 983793100 | Stock | 5,700 | $1,108,935 | dollars as filed | |
| ALPHA METALLURGICAL RESOUR I | 020764106 | COM | 5,000 | $1,026,350 | dollars as filed | |
| CORE NATURAL RESOURCES INC | 218937100 | COM SHS | 4,735 | $495,897 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-26-006476 | this filing | 2026-05-15 | acceptance time not in the bulk data set |