Turas Capital Management LP holds a focused book of 37 stocks worth $391.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Canadian Natural Resources and trimmed Lyondellbasell Indu-CL A. Their largest long position is Canadian Natural Resources at 11% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2077058/holdings"
Use Arkolith to show Turas Capital Management LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Canadian Nat Res Ltd Med Ter COM | $44.5M | 913.3K | 11.4% | ▲New New position | |
| 2 | Transforce Inc COM | $42.8M | 394.4K | 10.9% | ▲New New position | |
| 3 | Diamondback Energy Inc COM | $39.9M | 201.7K | 10.2% | ▲New New position | |
| 4 | Shell PLC SPON ADS | $35.6M | 383.3K | 9.1% | ▲New New position | |
| 5 | Allegiant Travel Co COM | $29.5M | 364.2K | 7.5% | ▲24× Added · +349K sh | |
| 6 | Landstar Sys Inc COM | $29.4M | 183.5K | 7.5% | ▲New New position | |
| 7 | ConocoPhillips COM | $20.3M | 154.2K | 5.2% | ▲+43% Added · +46K sh | |
| 8 | Chevron Corporation COM | $19.3M | 93.5K | 4.9% | ▲New New position | |
| 9 | Chemours Co COM | $16.2M | 736.8K | 4.1% | ▲New New position | |
| 10 | Eog Res Inc COM | $9.8M | 67.9K | 2.5% | ▲New New position | |
| 11 | Fluor Corp COM | $9.2M | 197.4K | 2.4% | ▲New New position | |
| 12 | Carrier Global Corporation COM | $9.2M | 163.4K | 2.3% | ▲+262% Added · +118K sh | |
| 13 | Alaska Air Group Inc COM | $6.0M | 162.9K | 1.5% | ▲New New position | |
| 14 | Lyondellbasell Industries NV SHS - A - | $5.2M | 64.5K | 1.3% | ▼−41% Reduced · −44K sh | |
| 15 | Baker Hughes Company CL A | $5.1M | 84.3K | 1.3% | ▼−67% Reduced · −174K sh | |
| 16 | National Energy Services Reu SHS | $4.7M | 220.8K | 1.2% | ▲New New position | |
| 17 | Eni SPA SPONSORED ADR | $4.6M | 81.9K | 1.2% | ▲New New position | |
| 18 | Fedex Corp COM | $4.3M | 12.0K | 1.1% | ▲New New position | |
| 19 | International Paper Co COM | $4.3M | 119.6K | 1.1% | ▲+134% Added · +68K sh | |
| 20 | Agco Corp COM | $4.2M | 36.5K | 1.1% | ▲New New position | |
| 21 | Axalta Coating Sys Ltd COM | $4.2M | 152.1K | 1.1% | ▲New New position | |
| 22 | Deere & Co COM | $4.1M | 7.3K | 1.1% | ▲New New position | |
| 23 | Barrick MNG Corp COM SHS | $3.7M | 91.7K | 1.0% | ▲New New position | |
| 24 | Tesla Inc COM | $3.7M | 10.0K | 0.9% | ▲+355% Added · +8K sh | |
| 25 | Southwest Airls Co COM | $3.6M | 96.5K | 0.9% | ▲New New position | |
| 26 | Hess Midstream LP CL A SHS | $3.4M | 88.4K | 0.9% | ▲New New position | |
| 27 | Knight-Swift Transn Hldgs In CL A | $3.2M | 55.9K | 0.8% | ▲New New position | |
| 28 | Emerson Elec Co COM | $3.2M | 24.5K | 0.8% | ▲New New position | |
| 29 | Ecolab Inc COM | $3.2M | 12.0K | 0.8% | ▲+115% Added · +6K sh | |
| 30 | SLB Limited COM STK | $3.1M | 61.1K | 0.8% | ▲New New position | |
| 31 | CF Industries Hold COM | $2.9M | 22.4K | 0.7% | ▲New New position | |
| 32 | Johnson Controls Internation SHS | $2.1M | 16.3K | 0.5% | ▲New New position | |
| 33 | Atmus Filtration Technologie COM | $2.0M | 35.9K | 0.5% | ▲New New position | |
| 34 | CRH PLC ORD | $1.8M | 16.9K | 0.5% | ▲New New position | |
| 35 | Xpo Inc COM | $1.1M | 5.7K | 0.3% | ▲New New position | |
| 36 | Alpha Metallurgical Resour I COM | $1.0M | 5.0K | 0.3% | ▲+32% Added · +1K sh | |
| 37 | Core Natural Resources Inc COM SHS | $496K | 4.7K | 0.1% | ▲+13% Added · +535 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.