| DDAUCH CORPDCH |
| 21.86% | 23.08% | $22.6M | 4.2M | $26.4M | 4.4M | -243,347-5.51% | Reduce |
 GREEN PLAINS INCGPRE |
| 14.63% | 15.13% | $15.1M | 985,000 | $17.3M | 1.1M | -79,611-7.48% | Reduce |
 SELECT WATER SOLUTIONS INCWTTR |
| 14.58% | 11.51% | $15.1M | 755,689 | $13.2M | 880,230 | -124,541-14.15% | Reduce |
| SSIGMA LITHIUM CORPORATION COMSGML |
| 14% | — | $14.5M | 1.1M | $0 | 0 | +1.1M | New Buy |
 PEABODY ENGR CORPBTU |
| 11.21% | 6.91% | $11.6M | 502,250 | $7.9M | 239,800 | +262,450+109.45% | Add |
| CCONSTELLIUM SECSTM |
| 8.56% | 11.83% | $8.9M | 278,200 | $13.5M | 494,400 | -216,200-43.73% | Reduce |
| AAEVEX CORPAVEX |
| 6.4% | — | $6.6M | 317,150 | $0 | 0 | +317,150 | New Buy |
 WESCO INTL INCWCC |
| 5.41% | 6.13% | $5.6M | 16,205 | $7.0M | 24,950 | -8,745-35.05% | Reduce |
| AAMRIZE LTD SHSAMRZ |
| 1.29% | 8.99% | $1.3M | 25,000 | $10.3M | 184,125 | -159,125-86.42% | Reduce |
 ANTERO RESOURCES CORPAR |
| 1.19% | — | $1.2M | 35,000 | $0 | 0 | +35,000 | New Buy |
 LENNAR CORPLEN |
| 0.86% | — | $894,800 | 10,000 | $0 | 0 | +10,000 | New Buy |
