Turas Capital Management LP
13F filer · CIK 2077058 · Boston, MA
Summary
Turas Capital Management LP reported $217.66M across 59 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are CHRW (7.3%), EQNR (6.0%), CNI (4.3%). Versus 2026 Q1, leaving options aside, it opened 49 new positions, added to 2, trimmed 8 and sold out of 27.
Reported value$217.66M
Positions59
Report period2026 Q2
FiledAug 14, 2026
New positions49
Added2
Trimmed8
Sold out27
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 7.3%Value $15.91MPrice $149.71Shares 85KSince Jun 30 -20.51%
Weight 6.0%Value $13.08MPrice $41.34Shares 416KSince Jun 30 +31.66%
Weight 4.3%Value $9.31MPrice $120.55Shares 78KSince Jun 30 +1.10%
Weight 3.9%Value $8.53MPrice $87.06Shares 86KSince Jun 30 -12.25%
Weight 3.9%Value $8.51MPrice $121.84Shares 59K -84.96%Since Jun 30 -15.14%
Weight 3.8%Value $8.25MPrice $113.01Shares 73KSince Jun 30 +0.24%
Weight 3.2%Value $6.99MPrice $125.44Shares 67K -56.41%Since Jun 30 +20.66%
Weight 3.2%Value $6.97MPrice $133.05Shares 45KSince Jun 30 -14.48%
Weight 2.8%Value $6.10MPrice $79.31Shares 51KSince Jun 30 -33.43%
Weight 2.8%Value $6.04MPrice $121.85Shares 54KSince Jun 30 +8.78%
Weight 2.7%Value $5.78MPrice $433.27Shares 14KSince Jun 30 +1.68%
Weight 2.6%Value $5.75MPrice $67.51Shares 107KSince Jun 30 +25.76%
Weight 2.6%Value $5.56MPrice $55.92Shares 100K +18.86%Since Jun 30 +0.76%
Weight 2.5%Value $5.51MPrice $77.03Shares 47K -87.13%Since Jun 30 -34.50%
Weight 2.3%Value $5.06MPrice $274.15Shares 19KSince Jun 30 +0.79%
Weight 2.3%Value $4.92MPrice $230.94Shares 18KSince Jun 30 -14.10%
Weight 2.2%Value $4.85MPrice $125.61Shares 30KSince Jun 30 -23.08%
Weight 2.2%Value $4.76MPrice $45.66Shares 113KSince Jun 30 +8.69%
Weight 2.1%Value $4.59MPrice $86.51Shares 53KSince Jun 30 -0.16%
Weight 2.0%Value $4.29MPrice $63.39Shares 59KSince Jun 30 -13.16%
Weight 1.9%Value $4.19MPrice $204.38Shares 25K -72.94%Since Jun 30 +23.30%
Weight 1.8%Value $4.02MPrice $229.28Shares 14KSince Jun 30 -20.78%
Weight 1.6%Value $3.49MPrice $183.95Shares 20K -90.16%Since Jun 30 +4.65%
Weight 1.5%Value $3.27MPrice $8.38Shares 308KSince Jun 30 -21.09%
Weight 1.5%Value $3.26MPrice $46.14Shares 73KSince Jun 30 +3.01%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 7.3% | $15.91M | -20.51% | — | New | |
| 6.0% | $13.08M | +31.66% | — | New | |
| 4.3% | $9.31M | +1.10% | — | New | |
| 3.9% | $8.53M | -12.25% | — | New | |
| 3.9% | $8.51M | -15.14% | -84.96% | Trim | |
| 3.8% | $8.25M | +0.24% | — | New | |
| 3.2% | $6.99M | +20.66% | -56.41% | Trim | |
| 3.2% | $6.97M | -14.48% | — | New | |
| 2.8% | $6.10M | -33.43% | — | New | |
| 2.8% | $6.04M | +8.78% | — | New | |
| 2.7% | $5.78M | +1.68% | — | New | |
| 2.6% | $5.75M | +25.76% | — | New | |
| 2.6% | $5.56M | +0.76% | +18.86% | Add | |
| 2.5% | $5.51M | -34.50% | -87.13% | Trim | |
| 2.3% | $5.06M | +0.79% | — | New | |
| 2.3% | $4.92M | -14.10% | — | New | |
| 2.2% | $4.85M | -23.08% | — | New | |
| 2.2% | $4.76M | +8.69% | — | New | |
| 2.1% | $4.59M | -0.16% | — | New | |
| 2.0% | $4.29M | -13.16% | — | New | |
| 1.9% | $4.19M | +23.30% | -72.94% | Trim | |
| 1.8% | $4.02M | -20.78% | — | New | |
| 1.6% | $3.49M | +4.65% | -90.16% | Trim | |
| 1.5% | $3.27M | -21.09% | — | New | |
| 1.5% | $3.26M | +3.01% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.