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Asset Manager ← All Institutions

Turas Capital Management LP

Q1 2026 · Filed 2026-02-17
Market Value
$0
Holdings
62
New Purchases
0
Added To
0
Closed
62
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $0 0%
Large Cap 35 $0 0%
Mid Cap 20 $0 0%
Small Cap 5 $0 0%

Portfolio Analytics

Avg Market Cap
$69.0B
Median Market Cap
$15.0B
Avg P/E
41.6
Median P/E
29.3
Avg Dividend Yield
0.01%
Avg Beta
1.07
# Stocks
62
# ETFs / Funds
0

Top Holdings (62 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GLW —% -$3M -32,000 -100.0% SOLD
2 DINO —% -$479K -10,400 -100.0% SOLD
3 XOM —% -$14M -116,000 -100.0% SOLD
4 CNR —% -$372K -4,200 -100.0% SOLD
5 CARR —% -$2M -45,103 -100.0% SOLD
6 STLA —% -$7M -658,700 -100.0% SOLD
7 LYB —% -$5M -108,900 -100.0% SOLD
8 CVE —% -$10M -589,869 -100.0% SOLD
9 WMS —% -$8M -55,400 -100.0% SOLD
10 AM —% -$4M -203,704 -100.0% SOLD
11 HAL —% -$2M -88,100 -100.0% SOLD
12 ECL —% -$1M -5,565 -100.0% SOLD
13 CMC —% -$3M -46,000 -100.0% SOLD
14 DQ —% -$2M -66,000 -100.0% SOLD
15 AWI —% -$6M -34,000 -100.0% SOLD
16 NOV —% -$4M -258,900 -100.0% SOLD
17 WMB —% -$5M -83,700 -100.0% SOLD
18 LBRT —% -$2M -100,200 -100.0% SOLD
19 IP —% -$2M -51,200 -100.0% SOLD
20 VAL —% -$7M -136,300 -100.0% SOLD
21 CLF —% -$2M -152,800 -100.0% SOLD
22 BWA —% -$6M -136,400 -100.0% SOLD
23 EME —% -$10M -15,800 -100.0% SOLD
24 RXO —% -$190K -15,000 -100.0% SOLD
25 SEI —% -$2M -39,600 -100.0% SOLD
26 CTVA —% -$4M -59,200 -100.0% SOLD
27 TRP —% -$13M -235,500 -100.0% SOLD
28 CRC —% -$8M -176,500 -100.0% SOLD
29 CMI —% -$2M -3,520 -100.0% SOLD
30 PWR —% -$7M -15,740 -100.0% SOLD
31 COP —% -$10M -108,000 -100.0% SOLD
32 MMM —% -$4M -25,900 -100.0% SOLD
33 MPC —% -$342K -2,100 -100.0% SOLD
34 AMR —% -$760K -3,800 -100.0% SOLD
35 MOS —% -$3M -132,216 -100.0% SOLD
36 LNG —% -$3M -15,000 -100.0% SOLD
37 NUE —% -$652K -4,000 -100.0% SOLD
38 HCC —% -$300K -3,400 -100.0% SOLD
39 CRGY —% -$1M -122,973 -100.0% SOLD
40 SNDR —% -$849K -32,011 -100.0% SOLD
41 TT —% -$20M -52,455 -100.0% SOLD
42 RIG —% -$905K -219,100 -100.0% SOLD
43 PKG —% -$5M -24,500 -100.0% SOLD
44 ALGT —% -$1M -15,200 -100.0% SOLD
45 CSX —% -$4M -110,400 -100.0% SOLD
46 AAON —% -$17M -218,093 -100.0% SOLD
47 LMB —% -$2M -27,393 -100.0% SOLD
48 CHRD —% -$2M -16,600 -100.0% SOLD
49 LGN —% -$934K -21,700 -100.0% SOLD
50 BKR —% -$12M -258,649 -100.0% SOLD
51 CHRW —% -$836K -5,200 -100.0% SOLD
52 WERN —% -$13M -447,154 -100.0% SOLD
53 IMO —% -$4M -49,200 -100.0% SOLD
54 PAA —% -$11M -598,100 -100.0% SOLD
55 ODFL —% -$14M -89,184 -100.0% SOLD
56 SHLS —% -$777K -91,400 -100.0% SOLD
57 WFRD —% -$4M -57,300 -100.0% SOLD
58 GPRE —% -$2M -169,200 -100.0% SOLD
59 TSLA —% -$989K -2,200 -100.0% SOLD
60 STLD —% -$4M -26,000 -100.0% SOLD
61 SAIA —% -$9M -28,460 -100.0% SOLD
62 F-PD —% -$1M -88,700 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
GLW —%
DINO —%
XOM —%
CNR —%
CARR —%
STLA —%
LYB —%
CVE —%
WMS —%
AM —%
HAL —%
ECL —%
CMC —%
DQ —%
AWI —%
View SEC EDGAR Filings for Turas Capital Management LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms