| Stock | Issuer | % of Portfolio | Recent Activity | Shares | Price | Value ▼ |
|---|---|---|---|---|---|---|
| KEXhist | KIRBY CORP | 19.89 | Add 15.00% | 257,000 | $132.88 | $34.15M |
| DCHhist | DAUCH CORP | 13.27 | Add 104.00% | 3,840,000 | $5.93 | $22.77M |
| APTVhist | APTIV PLC | 13.07 | Add 17.00% | 322,971 | $69.44 | $22.43M |
| WFRDhist | WEATHERFORD INTL PLC | 11.69 | Reduce 8.00% | 212,223 | $94.58 | $20.07M |
| OSKhist | OSHKOSH CORP | 11.69 | Reduce 12.00% | 136,300 | $147.21 | $20.07M |
| NOMDhist | NOMAD FOODS LTD | 7.46 | Add 147.00% | 1,332,772 | $9.61 | $12.81M |
| DOLEhist | DOLE PLC | 5.63 | Buy | 675,948 | $14.29 | $9.66M |
| PVHhist | PVH CORPORATION | 5.20 | Buy | 128,000 | $69.76 | $8.93M |
| ABMhist | ABM INDS INC | 4.94 | Add 10.00% | 220,000 | $38.52 | $8.47M |
| XRAYhist | DENTSPLY SIRONA INC | 4.12 | Buy | 610,000 | $11.60 | $7.08M |
| MHKhist | MOHAWK INDS INC | 2.29 | Buy | 40,000 | $98.45 | $3.94M |
| NESRhist | NATIONAL ENERGY SERVICES REU | 0.75 | Buy | 60,000 | $21.47 | $1.29M |
| AXTAhist | AXALTA COATING SYS LTD | 0.00 | Sell | 0 | — | $0 |
| FLShist | FLOWSERVE CORP | 0.00 | Sell | 0 | — | $0 |
| ASHhist | ASHLAND INC | 0.00 | Sell | 0 | — | $0 |