| MMASTEC INCMTZ |
| 13.19% | 16.14% | $43.7M | 105,000 | $46.7M | 145,000 | -40,000-27.59% | Reduce |
| CCOMFORT SYS USA INCFIX |
| 12.56% | 5.72% | $41.6M | 21,000 | $16.5M | 12,000 | +9,000+75.00% | Add |
| LLEGENCE CORPLGN |
| 10.03% | 8.4% | $33.2M | 390,000 | $24.3M | 430,000 | -40,000-9.30% | Reduce |
| FFLUENCE ENERGY INCFLNC |
| 9% | — | $29.8M | 1.5M | $0 | 0 | +1.5M | New Buy |
 GENERAC HLDGS INCGNRC |
| 8.4% | — | $27.8M | 95,000 | $0 | 0 | +95,000 | New Buy |
| DDPC HOLDINGS PLCDPC |
| 7.4% | — | $24.5M | 500,000 | $0 | 0 | +500,000 | New Buy |
| CCORE SCIENTIFIC INC NEWCORZ |
| 7.34% | 11.64% | $24.3M | 950,000 | $33.7M | 2.3M | -1.3M-57.78% | Reduce |
| SSOLARIS ENERGY INFRAS INCSEI |
| 6.56% | — | $21.7M | 270,000 | $0 | 0 | +270,000 | New Buy |
| FFORGENT POWER SOLUTIONS INCFPS |
| 5.56% | 13.97% | $18.4M | 330,000 | $40.4M | 1.4M | -1.1M-76.09% | Reduce |
| QQNITY ELECTRONICS INC COMMON STOCKQ |
| 4.44% | — | $14.7M | 90,000 | $0 | 0 | +90,000 | New Buy |
| DDARLING INGREDIENTS INCDAR |
| 3.71% | 8.56% | $12.3M | 225,000 | $24.7M | 400,000 | -175,000-43.75% | Reduce |
| NNEXTPOWER INCNXT |
| 3.6% | — | $11.9M | 100,000 | $0 | 0 | +100,000 | New Buy |
| CCLEANSPARK INCCLSK |
| 3.39% | — | $11.2M | 770,841 | $0 | 0 | +770,841 | New Buy |
| TTERAWULF INC COMWULF |
| 3.36% | — | $11.1M | 450,000 | $0 | 0 | +450,000 | New Buy |
| AAMERICAN EXCEPTIONALISM ACQUAEXA |
| 1.46% | 1.53% | $4.9M | 410,565 | $4.4M | 409,469 | +1,096+0.27% | Add |
