| MMODINE MFG COMOD |
| 38.65% | 35.42% | $11.2M | 888,855 | $6.3M | 1.0M | -111,145-11.11% | Reduce |
| SSUPERIOR INDS INTL INC |
| 16.99% | 8.5% | $4.9M | 1.2M | $1.5M | 1.2M | 00.00% | Unchanged |
| CCOMMERCIAL VEH GROUP INC COMCVGI |
| 11.98% | 18.5% | $3.5M | 400,000 | $3.3M | 500,000 | -100,000-20.00% | Reduce |
 CIVEO CORP CDACVEO |
| 9.62% | — | $2.8M | 200,000 | $0 | 0 | +200,000 | New Buy |
 TECK RESOURCES LTDTECK |
| 6.28% | 6.31% | $1.8M | 100,000 | $1.1M | 80,000 | +20,000+25.00% | Add |
 LGI HOMES INCLGIH |
| 5.5% | 7.9% | $1.6M | 15,000 | $1.4M | 12,000 | +3,000+25.00% | Add |
| CCHAMPIONX CORPORATION COM |
| 5.3% | 3.62% | $1.5M | 100,000 | $639,000 | 80,000 | +20,000+25.00% | Add |
| CCHEWY INC CL ACHWY |
| 3.11% | 2.79% | $899,000 | 10,000 | $493,000 | 9,000 | +1,000+11.11% | Add |
| CCANADA GOOSE HLDGS INCGOOS |
| 1.03% | 1.82% | $298,000 | 10,000 | $322,000 | 10,000 | 00.00% | Unchanged |
| OOceaneering Intl Inc ComOII |
| 0.83% | 0.6% | $239,000 | 30,000 | $106,000 | 30,000 | 00.00% | Unchanged |
| NNATIONAL OILWELL VARCO INCNOVEUR |
| 0.71% | 0.77% | $206,000 | 15,000 | $136,000 | 15,000 | 00.00% | Unchanged |
