Turas Capital Management LP historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Turas Capital Management LP opened 72 positions, added to 10, reduced 10 and sold out of 77.
- Q2 2026: Stock CNQ; Country of operation —; Class COM; Shares before 913,300.
- Q2 2026: Stock LSTR; Country of operation United States; Class COM; Shares before 183,500.
- Q2 2026: Stock CC; Country of operation United States; Class COM; Shares before 736,800.
- Q2 2026: Stock EOG; Country of operation United States; Class COM; Shares before 67,900.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2077058), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | CNQ
CANADIAN NAT RES LTD MED TER | | COM | 913,300 | 0 | -913,300 | $44,505,109 | $0 | -$44,505,109 | 2026-08-14 |
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| Q2 2026 | LSTR
LANDSTAR SYS INC | United States | COM | 183,500 | 0 | -183,500 | $29,416,885 | $0 | -$29,416,885 | 2026-08-14 |
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| Q2 2026 | CC
CHEMOURS CO | United States | COM | 736,800 | 0 | -736,800 | $16,231,704 | $0 | -$16,231,704 | 2026-08-14 |
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| Q2 2026 | EOG
EOG RES INC | United States | COM | 67,900 | 0 | -67,900 | $9,816,303 | $0 | -$9,816,303 | 2026-08-14 |
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| Q2 2026 | FLR
FLUOR CORP | United States | COM | 197,400 | 0 | -197,400 | $9,208,710 | $0 | -$9,208,710 | 2026-08-14 |
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| Q2 2026 | CARR
CARRIER GLOBAL CORPORATION | United States | COM | 163,400 | 0 | -163,400 | $9,201,054 | $0 | -$9,201,054 | 2026-08-14 |
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| Q2 2026 | ALK
ALASKA AIR GROUP INC | United States | COM | 162,900 | 0 | -162,900 | $5,991,462 | $0 | -$5,991,462 | 2026-08-14 |
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| Q2 2026 | NESR
NATIONAL ENERGY SERVICES REU | United States | SHS | 220,800 | 0 | -220,800 | $4,740,576 | $0 | -$4,740,576 | 2026-08-14 |
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| Q2 2026 | FDX
FEDEX CORP | United States | COM | 12,000 | 0 | -12,000 | $4,274,160 | $0 | -$4,274,160 | 2026-08-14 |
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| Q2 2026 | IP
INTERNATIONAL PAPER CO | United States | COM | 119,600 | 0 | -119,600 | $4,269,720 | $0 | -$4,269,720 | 2026-08-14 |
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| Q2 2026 | AGCO
AGCO CORP | United States | COM | 36,500 | 0 | -36,500 | $4,229,255 | $0 | -$4,229,255 | 2026-08-14 |
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| Q2 2026 | AXTA
AXALTA COATING SYS LTD | United States | COM | 152,100 | 0 | -152,100 | $4,213,170 | $0 | -$4,213,170 | 2026-08-14 |
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| Q2 2026 | DE
DEERE & CO | United States | COM | 7,320 | 0 | -7,320 | $4,123,356 | $0 | -$4,123,356 | 2026-08-14 |
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| Q2 2026 | B
BARRICK MNG CORP | | COM SHS | 91,700 | 0 | -91,700 | $3,740,443 | $0 | -$3,740,443 | 2026-08-14 |
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| Q2 2026 | TSLA
TESLA INC | United States | COM | 10,000 | 0 | -10,000 | $3,717,500 | $0 | -$3,717,500 | 2026-08-14 |
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| Q2 2026 | LUV
SOUTHWEST AIRLS CO | United States | COM | 96,500 | 0 | -96,500 | $3,625,505 | $0 | -$3,625,505 | 2026-08-14 |
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| Q2 2026 | HESM
HESS MIDSTREAM LP | United States | CL A SHS | 88,400 | 0 | -88,400 | $3,436,108 | $0 | -$3,436,108 | 2026-08-14 |
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| Q2 2026 | KNX
KNIGHT-SWIFT TRANSN HLDGS IN | United States | CL A | 55,900 | 0 | -55,900 | $3,218,722 | $0 | -$3,218,722 | 2026-08-14 |
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| Q2 2026 | EMR
EMERSON ELEC CO | United States | COM | 24,500 | 0 | -24,500 | $3,209,990 | $0 | -$3,209,990 | 2026-08-14 |
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| Q2 2026 | SLB
SLB LIMITED | | COM STK | 61,100 | 0 | -61,100 | $3,139,929 | $0 | -$3,139,929 | 2026-08-14 |
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| Q2 2026 | CF
CF INDUSTRIES HOLD | United States | COM | 22,400 | 0 | -22,400 | $2,908,416 | $0 | -$2,908,416 | 2026-08-14 |
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| Q2 2026 | JCI
JOHNSON CONTROLS INTERNATION | | SHS | 16,300 | 0 | -16,300 | $2,134,485 | $0 | -$2,134,485 | 2026-08-14 |
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| Q2 2026 | ATMU
ATMUS FILTRATION TECHNOLOGIE | United States | COM | 35,900 | 0 | -35,900 | $2,038,043 | $0 | -$2,038,043 | 2026-08-14 |
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| Q2 2026 | CRH
CRH PLC | | ORD | 16,926 | 0 | -16,926 | $1,779,261 | $0 | -$1,779,261 | 2026-08-14 |
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| Q2 2026 | XPO
XPO INC | United States | COM | 5,700 | 0 | -5,700 | $1,108,935 | $0 | -$1,108,935 | 2026-08-14 |
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| Q1 2026 | TT
TRANE TECHNOLOGIES PLC | | SHS | 52,455 | 0 | -52,455 | $20,415,486 | $0 | -$20,415,486 | 2026-05-15 |
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| Q1 2026 | AAON
AAON INC | United States | COM PAR $0.004 | 218,093 | 0 | -218,093 | $16,629,591 | $0 | -$16,629,591 | 2026-05-15 |
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| Q1 2026 | ODFL
OLD DOMINION FREIGHT LINE IN | United States | COM | 89,184 | 0 | -89,184 | $13,984,051 | $0 | -$13,984,051 | 2026-05-15 |
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| Q1 2026 | XOMXXXX
EXXON MOBIL CORP | | COM | 116,000 | 0 | -116,000 | $13,959,440 | $0 | -$13,959,440 | 2026-05-15 |
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| Q1 2026 | WERN
WERNER ENTERPRISES INC | United States | COM | 447,154 | 0 | -447,154 | $13,419,092 | $0 | -$13,419,092 | 2026-05-15 |
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| Q1 2026 | TRP
TC ENERGY CORP | | COM | 235,500 | 0 | -235,500 | $12,954,855 | $0 | -$12,954,855 | 2026-05-15 |
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| Q1 2026 | PAA
PLAINS ALL AMERN PIPELINE L | United States | UNIT LTD PARTN | 598,100 | 0 | -598,100 | $10,741,876 | $0 | -$10,741,876 | 2026-05-15 |
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| Q1 2026 | CVE
CENOVUS ENERGY INC | | COM | 589,869 | 0 | -589,869 | $9,980,583 | $0 | -$9,980,583 | 2026-05-15 |
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| Q1 2026 | EME
EMCOR GROUP INC | United States | COM | 15,800 | 0 | -15,800 | $9,666,282 | $0 | -$9,666,282 | 2026-05-15 |
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| Q1 2026 | SAIA
SAIA INC | United States | COM | 28,460 | 0 | -28,460 | $9,292,759 | $0 | -$9,292,759 | 2026-05-15 |
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| Q1 2026 | WMS
ADVANCED DRAIN SYS INC DEL | United States | COM | 55,400 | 0 | -55,400 | $8,023,582 | $0 | -$8,023,582 | 2026-05-15 |
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| Q1 2026 | CRC
CALIFORNIA RES CORP | United States | COM STOCK | 176,500 | 0 | -176,500 | $7,891,315 | $0 | -$7,891,315 | 2026-05-15 |
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| Q1 2026 | STLA
STELLANTIS N.V | | SHS | 658,700 | 0 | -658,700 | $7,173,243 | $0 | -$7,173,243 | 2026-05-15 |
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| Q1 2026 | VAL
VALARIS LTD | Bermuda | CL A | 136,300 | 0 | -136,300 | $6,869,520 | $0 | -$6,869,520 | 2026-05-15 |
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| Q1 2026 | PWR
QUANTA SVCS INC | United States | COM | 15,740 | 0 | -15,740 | $6,643,224 | $0 | -$6,643,224 | 2026-05-15 |
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| Q1 2026 | AWI
ARMSTRONG WORLD INDS INC NEW | United States | COM | 34,000 | 0 | -34,000 | $6,497,400 | $0 | -$6,497,400 | 2026-05-15 |
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| Q1 2026 | BWA
BORGWARNER INC | United States | COM | 136,400 | 0 | -136,400 | $6,146,184 | $0 | -$6,146,184 | 2026-05-15 |
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| Q1 2026 | PKG
PACKAGING CORP AMER | United States | COM | 24,500 | 0 | -24,500 | $5,052,635 | $0 | -$5,052,635 | 2026-05-15 |
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| Q1 2026 | WMB
WILLIAMS COS INC | United States | COM | 83,700 | 0 | -83,700 | $5,031,207 | $0 | -$5,031,207 | 2026-05-15 |
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| Q1 2026 | WFRD
WEATHERFORD INTL PLC | United States | ORD SHS | 57,300 | 0 | -57,300 | $4,484,298 | $0 | -$4,484,298 | 2026-05-15 |
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| Q1 2026 | STLD
STEEL DYNAMICS INC | United States | COM | 26,000 | 0 | -26,000 | $4,405,700 | $0 | -$4,405,700 | 2026-05-15 |
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| Q1 2026 | IMO
IMPERIAL OIL LTD | | COM NEW | 49,200 | 0 | -49,200 | $4,246,452 | $0 | -$4,246,452 | 2026-05-15 |
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| Q1 2026 | MMM
3M CO | United States | COM | 25,900 | 0 | -25,900 | $4,146,590 | $0 | -$4,146,590 | 2026-05-15 |
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| Q1 2026 | NOV
NOV INC | United States | COM | 258,900 | 0 | -258,900 | $4,046,607 | $0 | -$4,046,607 | 2026-05-15 |
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| Q1 2026 | CSX
CSX CORP | United States | COM | 110,400 | 0 | -110,400 | $4,002,000 | $0 | -$4,002,000 | 2026-05-15 |
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| Q1 2026 | CTVA
CORTEVA INC | United States | COM | 59,200 | 0 | -59,200 | $3,968,176 | $0 | -$3,968,176 | 2026-05-15 |
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| Q1 2026 | AM
ANTERO MIDSTREAM CORP | United States | COM | 203,704 | 0 | -203,704 | $3,623,894 | $0 | -$3,623,894 | 2026-05-15 |
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| Q1 2026 | MOS
MOSAIC CO NEW | United States | COM | 132,216 | 0 | -132,216 | $3,185,083 | $0 | -$3,185,083 | 2026-05-15 |
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| Q1 2026 | CMC
COMMERCIAL METALS CO | United States | COM | 46,000 | 0 | -46,000 | $3,184,120 | $0 | -$3,184,120 | 2026-05-15 |
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| Q1 2026 | LNG
CHENIERE ENERGY INC | United States | COM NEW | 15,000 | 0 | -15,000 | $2,915,850 | $0 | -$2,915,850 | 2026-05-15 |
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| Q1 2026 | GLW
CORNING INC | United States | COM | 32,000 | 0 | -32,000 | $2,801,920 | $0 | -$2,801,920 | 2026-05-15 |
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| Q1 2026 | HAL
HALLIBURTON CO | United States | COM | 88,100 | 0 | -88,100 | $2,489,706 | $0 | -$2,489,706 | 2026-05-15 |
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| Q1 2026 | LMB
LIMBACH HLDGS INC | United States | COM | 27,393 | 0 | -27,393 | $2,132,545 | $0 | -$2,132,545 | 2026-05-15 |
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| Q1 2026 | CLF
CLEVELAND-CLIFFS INC NEW | United States | COM | 152,800 | 0 | -152,800 | $2,029,184 | $0 | -$2,029,184 | 2026-05-15 |
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| Q1 2026 | LBRT
LIBERTY ENERGY INC | United States | COM CL A | 100,200 | 0 | -100,200 | $1,849,692 | $0 | -$1,849,692 | 2026-05-15 |
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| Q1 2026 | SEI
SOLARIS ENERGY INFRAS INC | United States | COM CL A | 39,600 | 0 | -39,600 | $1,820,412 | $0 | -$1,820,412 | 2026-05-15 |
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| Q1 2026 | CMI
CUMMINS INC | United States | COM | 3,520 | 0 | -3,520 | $1,796,784 | $0 | -$1,796,784 | 2026-05-15 |
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| Q1 2026 | GPRE
GREEN PLAINS INC | United States | COM | 169,200 | 0 | -169,200 | $1,658,160 | $0 | -$1,658,160 | 2026-05-15 |
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| Q1 2026 | CHRD
CHORD ENERGY CORPORATION | United States | COM NEW | 16,600 | 0 | -16,600 | $1,538,820 | $0 | -$1,538,820 | 2026-05-15 |
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| Q1 2026 | APTV
APTIV PLC | | COM SHS | 16,000 | 0 | -16,000 | $1,217,440 | $0 | -$1,217,440 | 2026-05-15 |
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| Q1 2026 | F
FORD MTR CO | United States | COM | 88,700 | 0 | -88,700 | $1,163,744 | $0 | -$1,163,744 | 2026-05-15 |
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| Q1 2026 | CRGY
CRESCENT ENERGY COMPANY | United States | CL A COM | 122,973 | 0 | -122,973 | $1,031,743 | $0 | -$1,031,743 | 2026-05-15 |
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| Q1 2026 | LGN
LEGENCE CORP | United States | CL A | 21,700 | 0 | -21,700 | $933,968 | $0 | -$933,968 | 2026-05-15 |
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| Q1 2026 | RIG
TRANSOCEAN LTD | | REGISTERED SHS | 219,100 | 0 | -219,100 | $904,883 | $0 | -$904,883 | 2026-05-15 |
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| Q1 2026 | SNDR
SCHNEIDER NATIONAL INC | United States | CL B | 32,011 | 0 | -32,011 | $849,252 | $0 | -$849,252 | 2026-05-15 |
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| Q1 2026 | CHRW
C H ROBINSON WORLDWIDE INC | United States | COM NEW | 5,200 | 0 | -5,200 | $835,952 | $0 | -$835,952 | 2026-05-15 |
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| Q1 2026 | SHLS
SHOALS TECHNOLOGIES GROUP IN | United States | CL A | 91,400 | 0 | -91,400 | $776,900 | $0 | -$776,900 | 2026-05-15 |
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| Q1 2026 | NUE
NUCOR CORP | United States | COM | 4,000 | 0 | -4,000 | $652,440 | $0 | -$652,440 | 2026-05-15 |
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| Q1 2026 | DINO
HF SINCLAIR CORP | United States | COM | 10,400 | 0 | -10,400 | $479,232 | $0 | -$479,232 | 2026-05-15 |
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| Q1 2026 | MPC
MARATHON PETE CORP | United States | COM | 2,100 | 0 | -2,100 | $341,523 | $0 | -$341,523 | 2026-05-15 |
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| Q1 2026 | HCC
WARRIOR MET COAL INC | United States | COM | 3,400 | 0 | -3,400 | $299,778 | $0 | -$299,778 | 2026-05-15 |
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| Q1 2026 | RXO
RXO INC | United States | COMMON STOCK | 15,000 | 0 | -15,000 | $189,600 | $0 | -$189,600 | 2026-05-15 |
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