CY2025 Q1
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| HOWMET AEROSPACE INC. | $7,000,000.00 | 2025-03-31 | View |
| AVERY DENNISON CORPORATION | $5,000,000.00 | 2025-03-29 | View |
| AZZ Inc. | $2,400,000.00 | 2025-02-28 | View |
| CTS CORPORATION | $12,035,000.00 | 2025-03-31 | View |
| THE GOODYEAR TIRE & RUBBER COMPANY | $22,000,000.00 | 2025-03-31 | View |
| HAWKINS, INC. | $7,700,000.00 | 2025-03-30 | View |
| RAYONIER INC. | $1,765,000.00 | 2025-03-31 | View |
| KENNAMETAL INC. | $1,400,000.00 | 2025-03-31 | View |
| VALHI, INC. | $3,500,000.00 | 2025-03-31 | View |
| Myers Industries, Inc. | $5,405,000.00 | 2025-03-31 | View |
| NL INDUSTRIES, INC. | $1,773,000.00 | 2025-03-31 | View |
| OIL-DRI CORPORATION OF AMERICA | $848,000.00 | 2025-04-30 | View |
| PACKAGING CORP OF AMERICA | $3,100,000.00 | 2025-03-31 | View |
| PPG INDUSTRIES INC | $41,000,000.00 | 2025-03-31 | View |
| THE SHERWIN-WILLIAMS COMPANY | $65,900,000.00 | 2025-03-31 | View |
| UNION PACIFIC CORP | $76,000,000.00 | 2025-03-31 | View |
| WOLVERINE WORLD WIDE, INC. | $17,000,000.00 | 2025-03-29 | View |
| Neogen Corporation | $100,000.00 | 2025-02-28 | View |
| UNITIL CORPORATION | $700,000.00 | 2025-03-31 | View |
| CLEVELAND-CLIFFS INC. | $11,000,000.00 | 2025-03-31 | View |
| Honeywell International Inc | $244,000,000.00 | 2025-03-31 | View |
| OCCIDENTAL PETROLEUM CORPORATION | $150,000,000.00 | 2025-03-31 | View |
| KAISER ALUMINUM CORPORATION | $800,000.00 | 2025-03-31 | View |
| CLEAN HARBORS, INC | $10,844,000.00 | 2025-03-31 | View |
| JOHNSON CONTROLS INTERNATIONAL PLC | $25,000,000.00 | 2025-03-31 | View |
| Lindsay Corporation | $509,000.00 | 2025-02-28 | View |
| Pursuit Attractions and Hospitality, Inc. | $31,000.00 | 2025-03-31 | View |
| CASELLA WASTE SYSTEMS, INC. | $1,585,000.00 | 2025-03-31 | View |
| RADIUS RECYCLING, INC. | $12,706,000.00 | 2025-02-28 | View |
| EASTMAN CHEMICAL CO | $20,000,000.00 | 2025-03-31 | View |
| ALBEMARLE CORPORATION | $4,193,000.00 | 2025-03-31 | View |
| STRATTEC SECURITY CORP | $1,390,000.00 | 2025-03-30 | View |
| ATI Inc. | $6,000,000.00 | 2025-03-30 | View |
| STEELCASE INC | $1,800,000.00 | 2025-02-28 | View |
| REPUBLIC SERVICES, INC. | $62,000,000.00 | 2025-03-31 | View |
| TELEDYNE TECHNOLOGIES INC | $3,100,000.00 | 2025-03-30 | View |
| NEWMONT CORPORATION | $65,000,000.00 | 2025-03-31 | View |
| ENPRO INC | $12,200,000.00 | 2025-03-31 | View |
| ENERGY TRANSFER LP | $54,000,000.00 | 2025-03-31 | View |
| MOSAIC CO | $70,000,000.00 | 2025-03-31 | View |
| Novelis Inc. | $19,000,000.00 | 2025-03-31 | View |
| Huntsman Corporation | $6,000,000.00 | 2025-03-31 | View |
| KOPPERS HOLDINGS INC. | $2,100,000.00 | 2025-03-31 | View |
| TRANSMONTAIGNE PARTNERS LLC | $678,000.00 | 2025-03-31 | View |
| Global Partners LP | $7,704,000.00 | 2025-03-31 | View |
| UR-ENERGY INC. | $63,000.00 | 2025-03-31 | View |
| WESTERN MIDSTREAM PARTNERS, LP | $2,491,000.00 | 2025-03-31 | View |
| Amplify Energy Corp. | $0.00 | 2025-03-31 | View |
| PBF ENERGY INC. | $10,600,000.00 | 2025-03-31 | View |
| SUNOCO LP | $9,000,000.00 | 2025-03-31 | View |
| Constellium SE | $15,000,000.00 | 2025-03-31 | View |
| PBF HOLDING COMPANY LLC | $10,100,000.00 | 2025-03-31 | View |
| Allegion plc | $2,700,000.00 | 2025-03-31 | View |
| RAYONIER ADVANCED MATERIALS INC. | $9,747,000.00 | 2025-03-29 | View |
| The Chemours Company | $100,000,000.00 | 2025-03-31 | View |
| LivaNova PLC | $360,393,000.00 | 2025-03-31 | View |
| JELD-WEN Holding, Inc. | $0.00 | 2025-03-29 | View |
| ALCOA CORP | $44,000,000.00 | 2025-03-31 | View |
| DELEK US HOLDINGS, INC. | $4,000,000.00 | 2025-03-31 | View |
| NORTHWEST NATURAL HOLDING COMPANY | $35,452,000.00 | 2025-03-31 | View |
| Garrett Motion Inc. | $5,000,000.00 | 2025-03-31 | View |
| CARRIER GLOBAL CORPORATION | $18,000,000.00 | 2025-03-31 | View |
| Hess Midstream LP | $1,400,000.00 | 2025-03-31 | View |
| MP Materials Corp. / DE | $900,000.00 | 2025-03-31 | View |
| HF SINCLAIR CORPORATION | $22,000,000.00 | 2025-03-31 | View |
| CRANE COMPANY | $7,800,000.00 | 2025-03-31 | View |
| Vestis Corporation | $7,100,000.00 | 2025-03-28 | View |
| Summit Midstream Corporation | $1,585,000.00 | 2025-03-31 | View |
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