Filed: 2/17/2026ACC: 0001214659-26-001990
📋 What this filing means
TURAS CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $298.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$298.20M
Total AUM (reported)
6.63M
Total Shares
Allocation by class
COM$186.07M62.4%
SHS$27.59M9.3%
CL A$20.36M6.8%
COM PAR $0.004$16.63M5.6%
UNIT LTD PARTN$10.74M3.6%
COM NEW$9.54M3.2%
COM STOCK$7.89M2.6%
Portfolio Concentration
Top 3$51.03M17.1%
4–10$82.94M27.8%
11–25$96.14M32.2%
Rest$68.09M22.8%
Top 3 weight
17.1%
Top 10 weight
44.9%
Voting Authority Distribution
Total shares with voting rights: 6.63M
Sole
Full voting authority
6.63M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole63
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings63
Rows:
TRANE TECHNOLOGIES PLC
SOLEShares52.45K
TypeSH
Market value$20.42M
6.85%
Sole
52.45K
Shared
0.00
None
0.00
AAON INC
SOLEShares218.09K
TypeSH
Market value$16.63M
5.58%
Sole
218.09K
Shared
0.00
None
0.00
OLD DOMINION FREIGHT LINE IN
SOLEShares89.18K
TypeSH
Market value$13.98M
4.69%
Sole
89.18K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares116K
TypeSH
Market value$13.96M
4.68%
Sole
116K
Shared
0.00
None
0.00
WERNER ENTERPRISES INC
SOLEShares447.15K
TypeSH
Market value$13.42M
4.50%
Sole
447.15K
Shared
0.00
None
0.00
TC ENERGY CORP
SOLEShares235.50K
TypeSH
Market value$12.95M
4.34%
Sole
235.50K
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
SOLEShares258.65K
TypeSH
Market value$11.78M
3.95%
Sole
258.65K
Shared
0.00
None
0.00
PLAINS ALL AMERN PIPELINE L
SOLEShares598.10K
TypeSH
Market value$10.74M
3.60%
Sole
598.10K
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares108K
TypeSH
Market value$10.11M
3.39%
Sole
108K
Shared
0.00
None
0.00
CENOVUS ENERGY INC
SOLEShares589.87K
TypeSH
Market value$9.98M
3.35%
Sole
589.87K
Shared
0.00
None
0.00
EMCOR GROUP INC
SOLEShares15.80K
TypeSH
Market value$9.67M
3.24%
Sole
15.80K
Shared
0.00
None
0.00
SAIA INC
SOLEShares28.46K
TypeSH
Market value$9.29M
3.12%
Sole
28.46K
Shared
0.00
None
0.00
ADVANCED DRAIN SYS INC DEL
SOLEShares55.40K
TypeSH
Market value$8.02M
2.69%
Sole
55.40K
Shared
0.00
None
0.00
CALIFORNIA RES CORP
SOLEShares176.50K
TypeSH
Market value$7.89M
2.65%
Sole
176.50K
Shared
0.00
None
0.00
STELLANTIS N.V
SOLEShares658.70K
TypeSH
Market value$7.17M
2.41%
Sole
658.70K
Shared
0.00
None
0.00
VALARIS LTD
SOLEShares136.30K
TypeSH
Market value$6.87M
2.30%
Sole
136.30K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares15.74K
TypeSH
Market value$6.64M
2.23%
Sole
15.74K
Shared
0.00
None
0.00
ARMSTRONG WORLD INDS INC NEW
SOLEShares34K
TypeSH
Market value$6.50M
2.18%
Sole
34K
Shared
0.00
None
0.00
BORGWARNER INC
SOLEShares136.40K
TypeSH
Market value$6.15M
2.06%
Sole
136.40K
Shared
0.00
None
0.00
PACKAGING CORP AMER
SOLEShares24.50K
TypeSH
Market value$5.05M
1.69%
Sole
24.50K
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares83.70K
TypeSH
Market value$5.03M
1.69%
Sole
83.70K
Shared
0.00
None
0.00
LYONDELLBASELL INDUSTRIES N
SOLEShares108.90K
TypeSH
Market value$4.72M
1.58%
Sole
108.90K
Shared
0.00
None
0.00
WEATHERFORD INTL PLC
SOLEShares57.30K
TypeSH
Market value$4.48M
1.50%
Sole
57.30K
Shared
0.00
None
0.00
STEEL DYNAMICS INC
SOLEShares26K
TypeSH
Market value$4.41M
1.48%
Sole
26K
Shared
0.00
None
0.00
IMPERIAL OIL LTD
SOLEShares49.20K
TypeSH
Market value$4.25M
1.42%
Sole
49.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TRANE TECHNOLOGIES PLCSOLE | SHS | 52.45K | SH | $20.42M 6.85% | 52.45K | 0.00 | 0.00 |
AAON INCSOLE | COM PAR $0.004 | 218.09K | SH | $16.63M 5.58% | 218.09K | 0.00 | 0.00 |
OLD DOMINION FREIGHT LINE INSOLE | COM | 89.18K | SH | $13.98M 4.69% | 89.18K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 116K | SH | $13.96M 4.68% | 116K | 0.00 | 0.00 |
WERNER ENTERPRISES INCSOLE | COM | 447.15K | SH | $13.42M 4.50% | 447.15K | 0.00 | 0.00 |
TC ENERGY CORPSOLE | COM | 235.50K | SH | $12.95M 4.34% | 235.50K | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | CL A | 258.65K | SH | $11.78M 3.95% | 258.65K | 0.00 | 0.00 |
PLAINS ALL AMERN PIPELINE LSOLE | UNIT LTD PARTN | 598.10K | SH | $10.74M 3.60% | 598.10K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 108K | SH | $10.11M 3.39% | 108K | 0.00 | 0.00 |
CENOVUS ENERGY INCSOLE | COM | 589.87K | SH | $9.98M 3.35% | 589.87K | 0.00 | 0.00 |
EMCOR GROUP INCSOLE | COM | 15.80K | SH | $9.67M 3.24% | 15.80K | 0.00 | 0.00 |
SAIA INCSOLE | COM | 28.46K | SH | $9.29M 3.12% | 28.46K | 0.00 | 0.00 |
ADVANCED DRAIN SYS INC DELSOLE | COM | 55.40K | SH | $8.02M 2.69% | 55.40K | 0.00 | 0.00 |
CALIFORNIA RES CORPSOLE | COM STOCK | 176.50K | SH | $7.89M 2.65% | 176.50K | 0.00 | 0.00 |
STELLANTIS N.VSOLE | SHS | 658.70K | SH | $7.17M 2.41% | 658.70K | 0.00 | 0.00 |
VALARIS LTDSOLE | CL A | 136.30K | SH | $6.87M 2.30% | 136.30K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 15.74K | SH | $6.64M 2.23% | 15.74K | 0.00 | 0.00 |
ARMSTRONG WORLD INDS INC NEWSOLE | COM | 34K | SH | $6.50M 2.18% | 34K | 0.00 | 0.00 |
BORGWARNER INCSOLE | COM | 136.40K | SH | $6.15M 2.06% | 136.40K | 0.00 | 0.00 |
PACKAGING CORP AMERSOLE | COM | 24.50K | SH | $5.05M 1.69% | 24.50K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 83.70K | SH | $5.03M 1.69% | 83.70K | 0.00 | 0.00 |
LYONDELLBASELL INDUSTRIES NSOLE | SHS - A - | 108.90K | SH | $4.72M 1.58% | 108.90K | 0.00 | 0.00 |
WEATHERFORD INTL PLCSOLE | ORD SHS | 57.30K | SH | $4.48M 1.50% | 57.30K | 0.00 | 0.00 |
STEEL DYNAMICS INCSOLE | COM | 26K | SH | $4.41M 1.48% | 26K | 0.00 | 0.00 |
IMPERIAL OIL LTDSOLE | COM NEW | 49.20K | SH | $4.25M 1.42% | 49.20K | 0.00 | 0.00 |
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