Turas Capital Management
Turas Capital Management reported 59 stocks worth $218M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CHRW (7.3%), EQNR (6.0%) and CNI (4.3%). Compared with Q1 2026, the fund opened new positions in CHRW, EQNR and CNI, added to BKR and CNR, trimmed TFII, COP and ALGT and sold out of CNQ, SHEL and LSTR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CHRW C H Robinson Worldwide Inc | $15.9M | 7.3% | 85K | New position | 2 of 3 | |
| 2 |  EQNR Equinor ASA | $13.1M | 6.0% | 416K | New position | 1 of 3 | |
| 3 |  CNI Canadian Natl RY Co F | $9.3M | 4.3% | 78K | New position | 1 of 3 | |
| 4 |  VC Visteon Corp | $8.5M | 3.9% | 86K | New position | 1 of 3 | |
| 5 |  TFII Tfi Intl Inc | $8.5M | 3.9% | 59K | −335K (−85%) | 2 of 3 | |
| 6 |  ALSN Allison Transmission Hldgs I | $8.3M | 3.8% | 73K | New position | 1 of 3 | |
| 7 |  COP Conocophillips | $7M | 3.2% | 67K | −87K (−56%) | 3 of 3 | |
| 8 |  CPA Copa Holdings SA | $7M | 3.2% | 45K | New position | 1 of 3 | |
| 9 |  NXT Nextracker Inc | $6.1M | 2.8% | 51K | New position | 1 of 3 | |
| 10 |  IMO Imperial Oil Ltd | $6M | 2.8% | 54K | New position | 2 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CNQ Canadian Nat Res Ltd | $44.5M | 913K |
 SHEL Shell PLC | $35.6M | 383K |
 LSTR Landstar Sys Inc | $29.4M | 184K |
 CC Chemours Co | $16.2M | 737K |
 EOG Eog Res Inc | $9.8M | 68K |
🔒 Free account: see all 27.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Turas Capital Management 13F FAQ
What does Turas Capital Management own?
Turas Capital Management reported 59 stocks worth $218M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CHRW (7.3%), EQNR (6.0%) and CNI (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did Turas Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 49 new positions, 2 added to, 8 trimmed and 27 sold out. New positions include CHRW, EQNR and CNI. It sold all of CNQ, SHEL and LSTR.
When will Turas Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Turas Capital Management's portfolio worth?
The Q2 2026 filing reports $218M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.