Elliott Investment · 2026-Q1 · filed 2026-05-15 · SEC Form 13F-HR
| # | Ticker | Value | Weight | Shares | Δ Qtr |
|---|---|---|---|---|---|
| 1 | CECO Ceco Environmental Corp |
$33.9M | 17.5% | 569K | +100.6% |
| 2 | RNGR Ranger Energy Services Inc |
$29.1M | 15.0% | 1.7M | +56% |
| 3 | RES Rpc Inc |
$17.8M | 9.2% | 2.5M | -3.4% |
| 4 | AMT American Tower Corp |
$16.8M | 8.7% | 98K | NEW |
| 5 | MG Mistras Group Inc |
$16.6M | 8.5% | 1.1M | +3.8% |
| 6 | MTW Manitowoc Co Inc/The |
$15.9M | 8.2% | 1.4M | +11.2% |
| 7 | NX Quanex Building Products Corp |
$15.5M | 8.0% | 861K | +244.4% |
| 8 | AR Antero Resources Corp |
$13.8M | 7.1% | 325K | -54% |
| 9 | RRC Range Resources Corp |
$13.4M | 6.9% | 297K | -43.5% |
| 10 | FET Forum Energy Technologies Inc |
$13.2M | 6.8% | 225K | -58.7% |
| 11 | UIS Unisys Corp |
$6.7M | 3.5% | 3.2M | +176.5% |
| 12 | TISI Team Inc |
$1.2M | 0.6% | 75K | — |
Source: SEC EDGAR Form 13F-HR. 13F filings disclose long US equity positions with a 45-day reporting lag and exclude shorts, cash, bonds and non-US holdings — they are a partial, delayed snapshot. Educational only, not investment advice.
Sum of disclosed long US equity positions per 13F quarter. History accrues from mid-2026 onward.
13F filings arrive 45 days late. Our three systematic strategies publish a verifiable month-by-month track record — Premium members see the exact 25 holdings of each basket at every monthly rebalance. Performance and backtests stay public.
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