 CENTURY ALUM COCENX |
| 17.54% | 17.02% | $23.2M | 503,309 | $34.3M | 583,997 | -80,688-13.82% | Reduce |
 SENSIENT TECHNOLOGIES CORPSXT |
| 12.3% | 6.72% | $16.2M | 131,727 | $13.5M | 156,584 | -24,857-15.87% | Reduce |
| CCONSTELLIUM SECSTM |
| 11.64% | 8.04% | $15.4M | 482,130 | $16.2M | 658,490 | -176,360-26.78% | Reduce |
 STANDARDAERO INCSARO |
| 10.52% | 5.23% | $13.9M | 464,595 | $10.5M | 407,435 | +57,160+14.03% | Add |
| CCARPENTER TECHNOLOGY CORPCRS |
| 9.76% | 7.03% | $12.9M | 20,894 | $14.2M | 35,929 | -15,035-41.85% | Reduce |
| AATI INCATI |
| 9.02% | 6.63% | $11.9M | 60,419 | $13.4M | 91,784 | -31,365-34.17% | Reduce |
| MMIDDLEBY CORPMIDD |
| 8.8% | — | $11.6M | 67,536 | $0 | 0 | +67,536 | New Buy |
 ALCOA CORPAA |
| 8.22% | 7.7% | $10.9M | 208,165 | $15.5M | 233,687 | -25,522-10.92% | Reduce |
| HHARMONY GOLD MNG LTDHMY |
| 7.06% | 5.09% | $9.3M | 612,949 | $10.2M | 666,735 | -53,786-8.07% | Reduce |
 CAMECO CORPCCJ |
| 3.08% | 2.29% | $4.1M | 39,903 | $4.6M | 42,424 | -2,521-5.94% | Reduce |
 ARDAUGH METAL PACKAGING COMAMBP |
| 2.06% | 3.78% | $2.7M | 574,207 | $7.6M | 1.9M | -1.3M-69.43% | Reduce |
