Elliott Investment · 2026-Q1 · filed 2026-05-15 · SEC Form 13F-HR
| # | Ticker | Value | Weight | Shares |
|---|---|---|---|---|
| 1 | CECO | $33.9M | 17.5% | 569K |
| 2 | RNGR | $29.1M | 15.0% | 1.7M |
| 3 | RES | $17.8M | 9.2% | 2.5M |
| 4 | AMT | $16.8M | 8.7% | 98K |
| 5 | MG | $16.6M | 8.5% | 1.1M |
| 6 | MTW | $15.9M | 8.2% | 1.4M |
| 7 | NX | $15.5M | 8.0% | 861K |
| 8 | AR | $13.8M | 7.1% | 325K |
| 9 | RRC | $13.4M | 6.9% | 297K |
| 10 | FET | $13.2M | 6.8% | 225K |
| 11 | UIS | $6.7M | 3.5% | 3.2M |
| 12 | TISI | $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.