Filed: 5/15/2026ACC: 0001214659-26-006476
📋 What this filing means
TURAS CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $391.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$391.55M
Total AUM (reported)
5.34M
Total Shares
Allocation by class
COM$318.24M81.3%
SPON ADS$35.65M9.1%
CL A$8.37M2.1%
SHS$6.88M1.8%
SHS - A -$5.20M1.3%
SPONSORED ADR$4.64M1.2%
COM SHS$4.24M1.1%
Portfolio Concentration
Top 3$127.24M32.5%
4–10$160.32M40.9%
11–25$76.32M19.5%
Rest$27.68M7.1%
Top 3 weight
32.5%
Top 10 weight
73.4%
Voting Authority Distribution
Total shares with voting rights: 5.34M
Sole
Full voting authority
5.34M
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)
Sole37
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings37
Rows:
CANADIAN NAT RES LTD MED TER
SOLEShares913.30K
TypeSH
Market value$44.51M
11.37%
Sole
913.30K
Shared
0.00
None
0.00
TRANSFORCE INC
SOLEShares394.37K
TypeSH
Market value$42.84M
10.94%
Sole
394.37K
Shared
0.00
None
0.00
DIAMONDBACK ENERGY INC
SOLEShares201.70K
TypeSH
Market value$39.89M
10.19%
Sole
201.70K
Shared
0.00
None
0.00
SHELL PLC
SOLEShares383.30K
TypeSH
Market value$35.65M
9.10%
Sole
383.30K
Shared
0.00
None
0.00
ALLEGIANT TRAVEL CO
SOLEShares364.16K
TypeSH
Market value$29.51M
7.54%
Sole
364.16K
Shared
0.00
None
0.00
LANDSTAR SYS INC
SOLEShares183.50K
TypeSH
Market value$29.42M
7.51%
Sole
183.50K
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares154.16K
TypeSH
Market value$20.35M
5.20%
Sole
154.16K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares93.50K
TypeSH
Market value$19.35M
4.94%
Sole
93.50K
Shared
0.00
None
0.00
CHEMOURS CO
SOLEShares736.80K
TypeSH
Market value$16.23M
4.15%
Sole
736.80K
Shared
0.00
None
0.00
EOG RES INC
SOLEShares67.90K
TypeSH
Market value$9.82M
2.51%
Sole
67.90K
Shared
0.00
None
0.00
FLUOR CORP
SOLEShares197.40K
TypeSH
Market value$9.21M
2.35%
Sole
197.40K
Shared
0.00
None
0.00
CARRIER GLOBAL CORPORATION
SOLEShares163.40K
TypeSH
Market value$9.20M
2.35%
Sole
163.40K
Shared
0.00
None
0.00
ALASKA AIR GROUP INC
SOLEShares162.90K
TypeSH
Market value$5.99M
1.53%
Sole
162.90K
Shared
0.00
None
0.00
LYONDELLBASELL INDUSTRIES NV
SOLEShares64.53K
TypeSH
Market value$5.20M
1.33%
Sole
64.53K
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
SOLEShares84.30K
TypeSH
Market value$5.15M
1.31%
Sole
84.30K
Shared
0.00
None
0.00
NATIONAL ENERGY SERVICES REU
SOLEShares220.80K
TypeSH
Market value$4.74M
1.21%
Sole
220.80K
Shared
0.00
None
0.00
ENI SPA
SOLEShares81.90K
TypeSH
Market value$4.64M
1.18%
Sole
81.90K
Shared
0.00
None
0.00
FEDEX CORP
SOLEShares12K
TypeSH
Market value$4.27M
1.09%
Sole
12K
Shared
0.00
None
0.00
INTERNATIONAL PAPER CO
SOLEShares119.60K
TypeSH
Market value$4.27M
1.09%
Sole
119.60K
Shared
0.00
None
0.00
AGCO CORP
SOLEShares36.50K
TypeSH
Market value$4.23M
1.08%
Sole
36.50K
Shared
0.00
None
0.00
AXALTA COATING SYS LTD
SOLEShares152.10K
TypeSH
Market value$4.21M
1.08%
Sole
152.10K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares7.32K
TypeSH
Market value$4.12M
1.05%
Sole
7.32K
Shared
0.00
None
0.00
BARRICK MNG CORP
SOLEShares91.70K
TypeSH
Market value$3.74M
0.96%
Sole
91.70K
Shared
0.00
None
0.00
TESLA INC
SOLEShares10K
TypeSH
Market value$3.72M
0.95%
Sole
10K
Shared
0.00
None
0.00
SOUTHWEST AIRLS CO
SOLEShares96.50K
TypeSH
Market value$3.63M
0.93%
Sole
96.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CANADIAN NAT RES LTD MED TERSOLE | COM | 913.30K | SH | $44.51M 11.37% | 913.30K | 0.00 | 0.00 |
TRANSFORCE INCSOLE | COM | 394.37K | SH | $42.84M 10.94% | 394.37K | 0.00 | 0.00 |
DIAMONDBACK ENERGY INCSOLE | COM | 201.70K | SH | $39.89M 10.19% | 201.70K | 0.00 | 0.00 |
SHELL PLCSOLE | SPON ADS | 383.30K | SH | $35.65M 9.10% | 383.30K | 0.00 | 0.00 |
ALLEGIANT TRAVEL COSOLE | COM | 364.16K | SH | $29.51M 7.54% | 364.16K | 0.00 | 0.00 |
LANDSTAR SYS INCSOLE | COM | 183.50K | SH | $29.42M 7.51% | 183.50K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 154.16K | SH | $20.35M 5.20% | 154.16K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 93.50K | SH | $19.35M 4.94% | 93.50K | 0.00 | 0.00 |
CHEMOURS COSOLE | COM | 736.80K | SH | $16.23M 4.15% | 736.80K | 0.00 | 0.00 |
EOG RES INCSOLE | COM | 67.90K | SH | $9.82M 2.51% | 67.90K | 0.00 | 0.00 |
FLUOR CORPSOLE | COM | 197.40K | SH | $9.21M 2.35% | 197.40K | 0.00 | 0.00 |
CARRIER GLOBAL CORPORATIONSOLE | COM | 163.40K | SH | $9.20M 2.35% | 163.40K | 0.00 | 0.00 |
ALASKA AIR GROUP INCSOLE | COM | 162.90K | SH | $5.99M 1.53% | 162.90K | 0.00 | 0.00 |
LYONDELLBASELL INDUSTRIES NVSOLE | SHS - A - | 64.53K | SH | $5.20M 1.33% | 64.53K | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | CL A | 84.30K | SH | $5.15M 1.31% | 84.30K | 0.00 | 0.00 |
NATIONAL ENERGY SERVICES REUSOLE | SHS | 220.80K | SH | $4.74M 1.21% | 220.80K | 0.00 | 0.00 |
ENI SPASOLE | SPONSORED ADR | 81.90K | SH | $4.64M 1.18% | 81.90K | 0.00 | 0.00 |
FEDEX CORPSOLE | COM | 12K | SH | $4.27M 1.09% | 12K | 0.00 | 0.00 |
INTERNATIONAL PAPER COSOLE | COM | 119.60K | SH | $4.27M 1.09% | 119.60K | 0.00 | 0.00 |
AGCO CORPSOLE | COM | 36.50K | SH | $4.23M 1.08% | 36.50K | 0.00 | 0.00 |
AXALTA COATING SYS LTDSOLE | COM | 152.10K | SH | $4.21M 1.08% | 152.10K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 7.32K | SH | $4.12M 1.05% | 7.32K | 0.00 | 0.00 |
BARRICK MNG CORPSOLE | COM SHS | 91.70K | SH | $3.74M 0.96% | 91.70K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 10K | SH | $3.72M 0.95% | 10K | 0.00 | 0.00 |
SOUTHWEST AIRLS COSOLE | COM | 96.50K | SH | $3.63M 0.93% | 96.50K | 0.00 | 0.00 |
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