Hedge Fund - Value Holdings LP

13F Holdings

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Last updated on November 10, 2026, 11:18am based on SEC 13F filings Last update: November 10, 2026, 11:18am

No.	Security	Ticker	Shares	Value	Activity	% Port
1.	Westinghouse Air Brake Technologies Corp	WAB	226,902	$65,161		11.89%
2.	Emcor Group Inc.	EME	71,020	$53,584		9.77%
3.	Exxon Mobil Corp	XOM	274,228	$44,631	-5%	8.14%
4.	Matador Resources Co	MTDR	834,308	$43,034		7.85%
5.	Mks Inc	MKSI	159,452	$42,312		7.72%