§ 13F · FUND PROFILE
Turas Capital Management LP.
AUM · $218M (13F)Positions · 59Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$178M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CHRW | C H ROBINSON WORLDWIDE IN | 85K | $16M | 7.3% | NEW |
| 2 | EQNR | EQUINOR ASA | 416K | $13M | 6.0% | NEW |
| 3 | CNI | CANADIAN NATL RY CO | 78K | $9M | 4.3% | NEW |
| 4 | VC | VISTEON CORP | 86K | $9M | 3.9% | NEW |
| 5 | TFII | TFI INTERNATIONAL INC | 59K | $9M | 3.9% | −85% |
| 6 | ALSN | ALLISON TRANSMISSION HLDGS I | 73K | $8M | 3.8% | NEW |
| 7 | COP | CONOCOPHILLIPS | 67K | $7M | 3.2% | −56% |
| 8 | CPA | COPA HOLDINGS SA | 45K | $7M | 3.2% | NEW |
| 9 | NXT | NEXTPOWER INC | 51K | $6M | 2.8% | NEW |
| 10 | IMO | IMPERIAL OIL LTD | 54K | $6M | 2.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TURAS SIGNAL
AC read
Turas Capital Management LP is a Other fund managing $218 million in assets. The fund runs a portfolio of 59 positions.
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