13F-HR filed by Turas Capital Management LP
Turas Capital Management LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 59 holding rows worth $217,657,694.
- Accession
- 0001214659-26-010390
- Filer
- CIK 2077058
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 59 entries on the cover page, a total value of $217,657,694 stated on the cover page (in dollars after the unit check, H1), rows summing to $217,657,694 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 |
|---|---|---|---|---|---|---|
| C H ROBINSON WORLDWIDE IN COM NEW | 12541W209 | Stock | 84,500 | $15,914,730 | dollars as filed | |
| EQUINOR ASA SPONSORED ADR | 29446M102 | ADR | 416,464 | $13,076,970 | dollars as filed | |
| CANADIANNATLRYCOF | 136375102 | STOK | 78,063 | $9,308,232 | dollars as filed | |
| VISTEON CORP | 92839U206 | COM NEW | 86,002 | $8,532,258 | dollars as filed | |
| TFI INTERNATIONAL INC COM | 87241L109 | Stock | 59,300 | $8,513,701 | dollars as filed | |
| ALLISON TRANSMISSION HLDGS I | 01973R101 | COM | 73,200 | $8,252,568 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 67,201 | $6,986,216 | dollars as filed | |
| COPA HOLDINGS SA | P31076105 | CL A | 44,800 | $6,969,536 | dollars as filed | |
| NEXTPOWER INC CLASS A COM | 65290E101 | Stock | 51,201 | $6,100,087 | dollars as filed | |
| IMPERIAL OIL LTD COM NEW | 453038408 | Stock | 53,900 | $6,037,878 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 13,560 | $5,778,187 | dollars as filed | |
| SUNCOR ENERGY INC NEW COM | 867224107 | Stock | 107,100 | $5,749,128 | dollars as filed | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 100,200 | $5,561,100 | dollars as filed | |
| ALLEGIANT TRAVEL CO | 01748X102 | COM | 46,852 | $5,509,795 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 18,600 | $5,059,200 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 18,300 | $4,920,138 | dollars as filed | |
| QNITY ELECTRONICS INC COMMON STOCK | 74743L100 | Stock | 29,700 | $4,850,307 | dollars as filed | |
| VERSIGENT PLC ORDINARY SHARES | G9600F104 | Stock | 113,228 | $4,756,708 | dollars as filed | |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 53,000 | $4,592,450 | dollars as filed | |
| WESTLAKE CORPORATION | 960413102 | COM | 58,800 | $4,292,400 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 25,300 | $4,193,728 | dollars as filed | |
| HUNT J B TRANS SVCS INC COM | 445658107 | Stock | 13,900 | $4,023,077 | dollars as filed | |
| DIAMONDBACK ENERGY INC COM | 25278X109 | Stock | 19,854 | $3,489,936 | dollars as filed | |
| HUNTSMAN CORP | 447011107 | COM | 307,800 | $3,268,836 | dollars as filed | |
| PAN AMERN SILVER CORP | 697900108 | COM | 72,700 | $3,256,233 | dollars as filed | |
| CLEVELAND-CLIFFS INC NEW COM | 185899101 | Stock | 314,643 | $2,954,498 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 4,040 | $2,881,368 | dollars as filed | |
| LIBERTY ENERGY INC | 53115L104 | COM CL A | 108,200 | $2,833,758 | dollars as filed | |
| BORGWARNER INC COM | 099724106 | Stock | 42,100 | $2,795,440 | dollars as filed | |
| CSX Corporation | 126408103 | COM | 55,986 | $2,661,015 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 9,220 | $2,568,784 | dollars as filed | |
| DT MIDSTREAM INC COMMON STOCK | 23345M107 | Stock | 16,000 | $2,347,840 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 35,900 | $2,257,751 | dollars as filed | |
| HALLIBURTON CO COM | 406216101 | Stock | 66,400 | $2,254,280 | dollars as filed | |
| FEDEX FGHT HLDG CO INC COMMON STOCK | 314352105 | Stock | 14,800 | $2,234,800 | dollars as filed | |
| BUNGE GLOBAL SA COM SHS | H11356104 | Stock | 20,900 | $2,230,657 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 30,000 | $2,230,200 | dollars as filed | |
| SAIA INC | 78709Y105 | COM | 5,120 | $2,156,339 | dollars as filed | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 43,800 | $2,127,366 | dollars as filed | |
| PHINIA INC | 71880K101 | COMMON STOCK | 21,945 | $1,807,610 | dollars as filed | |
| LEGENCE CORP | 52476L109 | CL A | 20,200 | $1,721,646 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 5,720 | $1,676,990 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 7,000 | $1,651,720 | dollars as filed | |
| ALCOA CORP COM | 013872106 | Stock | 31,200 | $1,626,768 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 3,720 | $1,547,743 | dollars as filed | |
| MAGNA INTL INC COM | 559222401 | Stock | 21,000 | $1,378,860 | dollars as filed | |
| ATLAS ENERGY SOLUTIONS INC | 642045108 | COM NEW | 81,700 | $1,357,037 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 1,000 | $1,174,860 | dollars as filed | |
| ELEMENT SOLUTIONS INC COM | 28618M106 | Stock | 24,200 | $1,155,550 | dollars as filed | |
| JAMES HARDIE INDS PLC ORD SHS | G4253H101 | Stock | 43,700 | $1,144,066 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 1,560 | $1,123,262 | dollars as filed | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 21,297 | $1,121,287 | dollars as filed | |
| EMCOR GROUP INC COM | 29084Q100 | Stock | 1,320 | $1,095,442 | dollars as filed | |
| WARRIOR MET COAL INC | 93627C101 | COM | 12,600 | $1,022,616 | dollars as filed | |
| SIBANYE STILLWATER LTD SPONSORED ADR | 82575P107 | ADR | 115,863 | $983,677 | dollars as filed | |
| ALPHA METALLURGICAL RESOUR I | 020764106 | COM | 4,300 | $709,242 | dollars as filed | |
| CORE NATURAL RESOURCES INC | 218937100 | COM SHS | 8,073 | $646,001 | dollars as filed | |
| APTIV PLC | G3265R107 | COM SHS | 10,200 | $626,076 | dollars as filed | |
| SMURFIT WESTROCK PLC SHS | G8267P108 | Stock | 12,100 | $559,746 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-26-010390 | this filing | 2026-08-14 | acceptance time not in the bulk data set |