| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| TTITAN INTL INC ILL COMTWI | 71.93% | 22.87% | $68.5M | 8.9M | $61.4M | 8.9M | 00.00% | Unchanged | |
 RAYONIER ADVANCED MATLS INC COMRYAM | 28.07% | 14.03% | $26.7M | 3.4M | $37.6M | 3.4M | 00.00% | Unchanged |
