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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VIASAT INC | $96.2M | 2100000 | 28.44% |
| 2 | CONSTELLIUM SE | $45.4M | 1847000 | 13.43% |
| 3 | DANA INC | $38.7M | 1150000 | 11.44% |
| 4 | AMENTUM HOLDINGS INC | $36.4M | 1396000 | 10.77% |
| 5 | ECOVYST INC | $36.0M | 2800000 | 10.65% |
| 6 | FLUOR CORP NEW | $28.0M | 601000 | 8.29% |
| 7 | REGAL REXNORD CORPORATION | $23.4M | 125000 | 6.92% |
| 8 | KAISER ALUMINUM CORP | $21.1M | 175000 | 6.24% |
| 9 | TASEKO MINES LTD | $12.9M | 2002000 | 3.82% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.