| CCENTURI HOLDINGS INCCTRI |
| 34.14% | 24.86% | $24.2M | 800,000 | $20.4M | 700,000 | +100,000+14.29% | Add |
| PPRIMORIS SVCS CORPPRIM |
| 17.49% | — | $12.4M | 125,000 | $0 | 0 | +125,000 | New Buy |
| HHUB GROUP INCHUBG |
| 10.82% | — | $7.7M | 175,000 | $0 | 0 | +175,000 | New Buy |
 KIRBY CORPKEX |
| 9.6% | — | $6.8M | 50,000 | $0 | 0 | +50,000 | New Buy |
| GGENIUS SPORTS LIMITEDGENI |
| 7.7% | — | $5.5M | 900,000 | $0 | 0 | +900,000 | New Buy |
| MMYR GROUP INCMYRG |
| 7.06% | 12.48% | $5.0M | 10,000 | $10.3M | 36,376 | -26,376-72.51% | Reduce |
 XPO INCXPO |
| 5.79% | — | $4.1M | 20,000 | $0 | 0 | +20,000 | New Buy |
 MASTERCRAFT BOAT HLDGS INC COMMCFT |
| 2.73% | — | $1.9M | 75,000 | $0 | 0 | +75,000 | New Buy |
 MALIBU BOATS INCMBUU |
| 2.48% | — | $1.8M | 64,153 | $0 | 0 | +64,153 | New Buy |
| AAZZ INCAZZ |
| 2.19% | — | $1.6M | 10,000 | $0 | 0 | +10,000 | New Buy |
