| GGRUPO AEROMEXICO SAB DE CVAERO |
| 12.02% | 12.29% | $51.3M | 2.9M | $40.0M | 2.9M | 00.00% | Unchanged |
| AAZUL S AAZUL |
| 11.52% | — | $49.2M | 5.5M | $0 | 0 | +5.5M | New Buy |
| CCORE SCIENTIFIC INC NEWCORZ |
| 11.41% | 15.09% | $48.8M | 1.9M | $49.1M | 3.3M | -1.4M-41.92% | Reduce |
| IISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 10.24% | 12.29% | $43.7M | 1.2M | $40.0M | 1.1M | +96,503+8.89% | Add |
| IINVESCO EXCH TRADED FD TR IIBKLN |
| 10.17% | — | $43.4M | 2.1M | $0 | 0 | +2.1M | New Buy |
| NNCL CORP LTD |
| 8.94% | — | $38.2M | 34.2M | $0 | 0 | +34.2M | New Buy |
| SSUNRUN INCRUN |
| 8.75% | 7.36% | $37.4M | 31.5M | $23.9M | 20.0M | +11.5M+57.50% | Add |
 Super Micro Computer, Inc.SMCI |
| 8.04% | 4.02% | $34.4M | 35.0M | $13.1M | 15.0M | +20.0M+133.33% | Add |
 VISTRA CORPVST |
| 5.48% | 4.59% | $23.4M | 147,699 | $14.9M | 99,349 | +48,350+48.67% | Add |
 SUPER MICRO COMPUTER INCSMCI |
| 3.12% | — | $13.3M | 15.0M | $0 | 0 | +15.0M | New Buy |
 ELECTRONIC ARTS INCEA |
| 3.08% | 1.3% | $13.2M | 64,241 | $4.2M | 20,700 | +43,541+210.34% | Add |
 TECK RESOURCES LTDTECK |
| 2.75% | 3.14% | $11.7M | 197,240 | $10.2M | 197,440 | -200-0.10% | Reduce |
 ROCKET COS INC COM CL ARKT |
| 2.42% | 2.89% | $10.4M | 657,400 | $9.4M | 659,400 | -2,000-0.30% | Reduce |
 CAESARS ENTERTAINMENT INC NECZR |
| 1.17% | — | $5.0M | 165,000 | $0 | 0 | +165,000 | New Buy |
| GGRAY MEDIA INC COMGTN |
| 0.87% | 1.25% | $3.7M | 939,714 | $4.1M | 939,714 | 00.00% | Unchanged |
