Turas Capital Management LP

Est. AUM

$391.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CANADIAN NAT RES LTD MED TER	COM	$44.5M	913300	11.37%	SOLE
2	TRANSFORCE INC	COM	$42.8M	394372	10.94%	SOLE
3	DIAMONDBACK ENERGY INC	COM	$39.9M	201700	10.19%	SOLE
4	SHELL PLC	SPON ADS	$35.6M	383300	9.10%	SOLE
5	ALLEGIANT TRAVEL CO	COM	$29.5M	364159	7.54%	SOLE
6	LANDSTAR SYS INC	COM	$29.4M	183500	7.51%	SOLE
7	CONOCOPHILLIPS	COM	$20.4M	154165	5.20%	SOLE
8	CHEVRON CORPORATION	COM	$19.3M	93500	4.94%	SOLE
9	CHEMOURS CO	COM	$16.2M	736800	4.15%	SOLE
10	EOG RES INC	COM	$9.8M	67900	2.51%	SOLE
11	FLUOR CORP	COM	$9.2M	197400	2.35%	SOLE
12	CARRIER GLOBAL CORPORATION	COM	$9.2M	163400	2.35%	SOLE
13	ALASKA AIR GROUP INC	COM	$6.0M	162900	1.53%	SOLE
14	LYONDELLBASELL INDUSTRIES NV	SHS - A -	$5.2M	64527	1.33%	SOLE
15	BAKER HUGHES COMPANY	CL A	$5.1M	84300	1.31%	SOLE
16	NATIONAL ENERGY SERVICES REU	SHS	$4.7M	220800	1.21%	SOLE
17	ENI SPA	SPONSORED ADR	$4.6M	81900	1.18%	SOLE
18	FEDEX CORP	COM	$4.3M	12000	1.09%	SOLE
19	INTERNATIONAL PAPER CO	COM	$4.3M	119600	1.09%	SOLE
20	AGCO CORP	COM	$4.2M	36500	1.08%	SOLE
21	AXALTA COATING SYS LTD	COM	$4.2M	152100	1.08%	SOLE
22	DEERE & CO	COM	$4.1M	7320	1.05%	SOLE
23	BARRICK MNG CORP	COM SHS	$3.7M	91700	0.96%	SOLE
24	TESLA INC	COM	$3.7M	10000	0.95%	SOLE
25	SOUTHWEST AIRLS CO	COM	$3.6M	96500	0.93%	SOLE
26	HESS MIDSTREAM LP	CL A SHS	$3.4M	88400	0.88%	SOLE
27	KNIGHT-SWIFT TRANSN HLDGS IN	CL A	$3.2M	55900	0.82%	SOLE
28	EMERSON ELEC CO	COM	$3.2M	24500	0.82%	SOLE
29	ECOLAB INC	COM	$3.2M	11960	0.81%	SOLE
30	SLB LIMITED	COM STK	$3.1M	61100	0.80%	SOLE
31	CF INDUSTRIES HOLD	COM	$2.9M	22400	0.74%	SOLE
32	JOHNSON CONTROLS INTERNATION	SHS	$2.1M	16300	0.55%	SOLE
33	ATMUS FILTRATION TECHNOLOGIE	COM	$2.0M	35900	0.52%	SOLE
34	CRH PLC	ORD	$1.8M	16926	0.45%	SOLE
35	XPO INC	COM	$1.1M	5700	0.28%	SOLE
36	ALPHA METALLURGICAL RESOUR I	COM	$1.0M	5000	0.26%	SOLE
37	CORE NATURAL RESOURCES INC	COM SHS	$496K	4735	0.13%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.