Turas Capital Management LP

13F filer · CIK 0002077058

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$218MU.S. long equity reported on 13F

Positions5948 new · 27 closed

Net flow last quarter-$190MBuys minus sells

Top 10 positions weight41.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202659 positions
CHRWC. H. Robinson Worldwide, Inc.	$15.9M	7.31%	0.07%	Not reported	Q4 2025
EQNREquinor ASA	$13.1M	6.01%	0.02%	New	Q2 2026
CNICanadian National Railway Co	$9.31M	4.28%	0.01%	New	Q2 2026
VCVisteon Corp	$8.53M	3.92%	0.32%	New	Q2 2026
TFIITFI International Inc.	$8.51M	3.91%	0.07%	-85.0%	Q1 2026
ALSNAllison Transmission Holdings Inc	$8.25M	3.79%	0.09%	New	Q2 2026
COPConocophillips	$6.99M	3.21%	0.01%	-56.4%	Q4 2025
CPACopa Holdings, S.A.	$6.97M	3.20%	0.11%	New	Q2 2026
NXTNextpower Inc.	$6.1M	2.80%	0.04%	New	Q2 2026
IMOImperial Oil Ltd	$6.04M	2.77%	0.01%	Not reported	Q4 2025
ETNEaton Corp plc	$5.78M	2.65%	0.00%	New	Q2 2026
SUSuncor Energy Inc	$5.75M	2.64%	0.01%	New	Q2 2026
BKRBaker Hughes Co	$5.56M	2.55%	0.01%	+18.9%	Q4 2025
ALGTAllegiant Travel CO	$5.51M	2.53%	0.25%	-87.1%	Q4 2025
UNPUnion Pacific Corp	$5.06M	2.32%	0.00%	New	Q2 2026
HWMHowmet Aerospace Inc.	$4.92M	2.26%	0.00%	New	Q2 2026
QQnity Electronics, Inc.	$4.85M	2.23%	0.01%	New	Q2 2026
VGNTVersigent PLC	$4.76M	2.19%	0.16%	New	Q2 2026
CPCanadian Pacific Kansas City Ltd	$4.59M	2.11%	0.01%	New	Q2 2026
WLKWestlake Corp	$4.29M	1.97%	0.05%	New	Q2 2026
CVXChevron Corp	$4.19M	1.93%	0.00%	-72.9%	Q1 2026
JBHTHunt J B Transport Services Inc	$4.02M	1.85%	0.01%	New	Q2 2026
FANGDiamondback Energy, Inc.	$3.49M	1.60%	0.01%	-90.2%	Q1 2026
HUNHuntsman CORP	$3.27M	1.50%	0.18%	New	Q2 2026
PAASPan American Silver Corp	$3.26M	1.50%	0.02%	New	Q2 2026
CLFCleveland-Cliffs Inc.	$2.95M	1.36%	0.06%	Not reported	Q4 2025
CMICummins Inc	$2.88M	1.32%	0.00%	Not reported	Q4 2025
LBRTLiberty Energy Inc.	$2.83M	1.30%	Not reported	Not reported	Q4 2025
BWABorgwarner Inc	$2.8M	1.28%	0.02%	Not reported	Q4 2025
CSXCSX Corp	$2.66M	1.22%	0.00%	Not reported	Q4 2025
ECLEcolab Inc.	$2.57M	1.18%	0.00%	-22.9%	Q4 2025
DTMDT Midstream, Inc.	$2.35M	1.08%	0.02%	New	Q2 2026
FCXFreeport-Mcmoran Inc	$2.26M	1.04%	0.00%	New	Q2 2026
HALHalliburton Co	$2.25M	1.04%	0.01%	Not reported	Q4 2025
FDXFFedEx Freight Holding Company, Inc.	$2.23M	1.03%	0.01%	+146.7%	Q2 2026
BGBunge Global SA	$2.23M	1.02%	0.01%	New	Q2 2026
WMBWilliams Companies, Inc.	$2.23M	1.02%	0.00%	Not reported	Q4 2025
SAIASaia Inc	$2.16M	0.99%	0.02%	Not reported	Q4 2025
OXYOccidental Petroleum Corp	$2.13M	0.98%	0.00%	New	Q2 2026
PHINPhinia Inc.	$1.81M	0.83%	0.06%	New	Q2 2026
LGNLegence Corp.	$1.72M	0.79%	Not reported	Not reported	Q4 2025
APDAir Products & Chemicals, Inc.	$1.68M	0.77%	0.00%	New	Q2 2026
FSLRFirst Solar, Inc.	$1.65M	0.76%	0.01%	New	Q2 2026
AAAlcoa Corp	$1.63M	0.75%	0.01%	New	Q2 2026
MTZMastec Inc	$1.55M	0.71%	0.00%	New	Q2 2026
MGAMagna International Inc	$1.38M	0.63%	0.01%	New	Q2 2026
AESIAtlas Energy Solutions Inc.	$1.36M	0.62%	0.07%	New	Q2 2026
GEVGE Vernova Inc.	$1.17M	0.54%	0.00%	New	Q2 2026
ESIElement Solutions Inc	$1.16M	0.53%	0.01%	New	Q2 2026
JHXJames Hardie Industries plc	$1.14M	0.53%	0.01%	New	Q2 2026

Q1 2026Reported May 15, 202637 positions
CNQCANADIAN NATURAL RESOURCES Ltd	$44.5M	11.37%	0.04%	New	Q1 2026
TFIITFI International Inc.	$42.8M	10.94%	0.47%	New	Q1 2026
FANGDiamondback Energy, Inc.	$39.9M	10.19%	0.07%	New	Q1 2026
SHELShell plc	$35.6M	9.10%	0.01%	New	Q1 2026
ALGTAllegiant Travel CO	$29.5M	7.54%	1.97%	+2295.8%	Q4 2025
LSTRLandstar System Inc	$29.4M	7.51%	0.54%	New	Q1 2026
COPConocophillips	$20.3M	5.20%	0.01%	+42.8%	Q4 2025
CVXChevron Corp	$19.3M	4.94%	0.00%	New	Q1 2026
CCChemours Co	$16.2M	4.15%	0.49%	New	Q1 2026
EOGEog Resources Inc	$9.82M	2.51%	0.01%	New	Q1 2026
FLRFluor Corp	$9.21M	2.35%	0.14%	New	Q1 2026
CARRCARRIER GLOBAL Corp	$9.2M	2.35%	0.02%	+262.3%	Q4 2025
ALKAlaska Air Group, Inc.	$5.99M	1.53%	0.15%	New	Q1 2026
LYBLyondellBasell Industries N.V.	$5.2M	1.33%	0.02%	-40.8%	Q4 2025
BKRBaker Hughes Co	$5.15M	1.31%	0.01%	-67.4%	Q4 2025
NESRNational Energy Services Reunited Corp.	$4.74M	1.21%	0.22%	New	Q1 2026
EEni Spa	$4.64M	1.18%	0.00%	New	Q1 2026
FDXFedex Corp	$4.27M	1.09%	0.01%	New	Q1 2026
IPInternational Paper Co	$4.27M	1.09%	0.02%	+133.6%	Q4 2025
AGCOAgco Corp	$4.23M	1.08%	0.05%	New	Q1 2026
AXTAAxalta Coating Systems Ltd.	$4.21M	1.08%	0.07%	New	Q1 2026
DEDeere & Co	$4.12M	1.05%	0.00%	New	Q1 2026
BBarrick Mining Corp	$3.74M	0.96%	0.01%	New	Q1 2026
TSLATesla, Inc.	$3.72M	0.95%	0.00%	+354.6%	Q4 2025
LUVSouthwest Airlines Co	$3.63M	0.93%	0.02%	New	Q1 2026
HESMHess Midstream LP	$3.44M	0.88%	0.07%	New	Q1 2026
KNXKnight-Swift Transportation Holdings Inc.	$3.22M	0.82%	0.03%	New	Q1 2026
EMREmerson Electric Co	$3.21M	0.82%	0.00%	New	Q1 2026
ECLEcolab Inc.	$3.18M	0.81%	0.00%	+114.9%	Q4 2025
SLBSLB Limited	$3.14M	0.80%	0.00%	New	Q1 2026
CFCF Industries Holdings, Inc.	$2.91M	0.74%	0.01%	New	Q1 2026
JCIJohnson Controls International plc	$2.13M	0.55%	0.00%	New	Q1 2026
ATMUAtmus Filtration Technologies Inc.	$2.04M	0.52%	0.04%	New	Q1 2026
CRHCRH Public Ltd Co	$1.78M	0.45%	0.00%	New	Q1 2026
XPOXPO, Inc.	$1.11M	0.28%	0.00%	New	Q1 2026
AMRAlpha Metallurgical Resources, Inc.	$1.03M	0.26%	0.04%	+31.6%	Q4 2025
CNRCore Natural Resources, Inc.	$496K	0.13%	0.01%	+12.7%	Q4 2025
Q4 2025Reported Feb 17, 202663 positions
TTTrane Technologies plc	$20.4M	6.85%	0.02%	New	Q4 2025
AAONAaon, Inc.	$16.6M	5.58%	0.27%	New	Q4 2025
ODFLOld Dominion Freight Line, Inc.	$14M	4.69%	0.04%	New	Q4 2025
XOMExxonMobil Holdings Corp	$14M	4.68%	0.00%	New	Q4 2025
WERNWerner Enterprises Inc	$13.4M	4.50%	0.75%	New	Q4 2025
TRPTC Energy Corp	$13M	4.34%	Not reported	New	Q4 2025
BKRBaker Hughes Co	$11.8M	3.95%	0.03%	New	Q4 2025
PAAPlains All American Pipeline LP	$10.7M	3.60%	0.08%	New	Q4 2025
COPConocophillips	$10.1M	3.39%	0.01%	New	Q4 2025
CVECenovus Energy Inc.	$9.98M	3.35%	0.03%	New	Q4 2025
EMEEMCOR Group, Inc.	$9.67M	3.24%	0.04%	New	Q4 2025
SAIASaia Inc	$9.29M	3.12%	0.11%	New	Q4 2025
WMSAdvanced Drainage Systems, Inc.	$8.02M	2.69%	0.08%	New	Q4 2025
CRCCalifornia Resources Corp	$7.89M	2.65%	0.20%	New	Q4 2025
STLAStellantis N.V.	$7.17M	2.41%	0.02%	New	Q4 2025
VALValaris Ltd	$6.87M	2.30%	0.20%	New	Q4 2025
PWRQuanta Services, Inc.	$6.64M	2.23%	0.01%	New	Q4 2025
AWIArmstrong World Industries Inc	$6.5M	2.18%	0.08%	New	Q4 2025
BWABorgwarner Inc	$6.15M	2.06%	0.07%	New	Q4 2025
PKGPackaging Corp of America	$5.05M	1.69%	0.03%	New	Q4 2025
WMBWilliams Companies, Inc.	$5.03M	1.69%	0.01%	New	Q4 2025
LYBLyondellBasell Industries N.V.	$4.72M	1.58%	0.03%	New	Q4 2025
WFRDWeatherford International plc	$4.48M	1.50%	0.08%	New	Q4 2025
STLDSteel Dynamics Inc	$4.41M	1.48%	0.02%	New	Q4 2025
IMOImperial Oil Ltd	$4.25M	1.42%	0.01%	New	Q4 2025
MMM3m Co	$4.15M	1.39%	0.00%	New	Q4 2025
NOVNOV Inc.	$4.05M	1.36%	0.07%	New	Q4 2025
CSXCSX Corp	$4M	1.34%	0.01%	New	Q4 2025
CTVACorteva, Inc.	$3.97M	1.33%	0.01%	New	Q4 2025
AMAntero Midstream Corp	$3.62M	1.22%	0.04%	New	Q4 2025
MOSMosaic Co	$3.19M	1.07%	0.04%	New	Q4 2025
CMCCOMMERCIAL METALS Co	$3.18M	1.07%	0.04%	New	Q4 2025
LNGCheniere Energy, Inc.	$2.92M	0.98%	0.01%	New	Q4 2025
GLWCorning Inc	$2.8M	0.94%	0.00%	New	Q4 2025
HALHalliburton Co	$2.49M	0.83%	0.01%	New	Q4 2025
CARRCARRIER GLOBAL Corp	$2.38M	0.80%	0.01%	New	Q4 2025
LMBLimbach Holdings, Inc.	$2.13M	0.72%	0.24%	New	Q4 2025
CLFCleveland-Cliffs Inc.	$2.03M	0.68%	0.03%	New	Q4 2025
IPInternational Paper Co	$2.02M	0.68%	0.01%	New	Q4 2025
DQDaqo New Energy Corp.	$1.95M	0.65%	0.02%	New	Q4 2025
LBRTLiberty Energy Inc.	$1.85M	0.62%	Not reported	New	Q4 2025
SEISolaris Energy Infrastructure, Inc.	$1.82M	0.61%	Not reported	New	Q4 2025
CMICummins Inc	$1.8M	0.60%	0.00%	New	Q4 2025
GPREGreen Plains Inc.	$1.66M	0.56%	0.24%	New	Q4 2025
CHRDChord Energy Corp	$1.54M	0.52%	0.03%	New	Q4 2025
ECLEcolab Inc.	$1.46M	0.49%	0.00%	New	Q4 2025
ALGTAllegiant Travel CO	$1.3M	0.43%	0.08%	New	Q4 2025
APTVAptiv PLC	$1.22M	0.41%	0.01%	New	Q4 2025
FFord Motor Co	$1.16M	0.39%	0.00%	New	Q4 2025
CRGYCrescent Energy Co	$1.03M	0.35%	0.05%	New	Q4 2025

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