Stock Taper 
HARTREE PARTNERS, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 James Hardie Industries plc | JHX | 12.64K | $334.07K |
 Masco Corporation | MAS | 12.5K | $1.02M |
 CF Industries Holdings, Inc. | CF | 12K | $1.3M |
 Franco-Nevada Corporation | FNV | 10K | $2.08M |
 Carrier Global Corporation | CARR | 10K | $733.5K |
 Century Aluminum Company | CENX | 10K | $460.1K |
 Kodiak Gas Services, Inc. | KGS | 9.6K | $721.25K |
 Talen Energy Corporation | TLN | 7.5K | $2.88M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 5.22K | $2.49M |
 RTX Corporation | RTX | 5K | $948.65K |
 Wheaton Precious Metals Corp. | WPM | 5K | $561.6K |
 Toll Brothers, Inc. | TOL | 5K | $823.75K |
 PPG Industries, Inc. | PPG | 5K | $606.45K |
 Knight-Swift Transportation Holdings Inc. | KNX | 5K | $389.35K |
 Core Scientific, Inc. | CORZ | 4K | $102.36K |
 Westlake Corporation | WLK | 4K | $292K |
 Agnico Eagle Mines Limited | AEM | 3.5K | $542.96K |
 Waste Connections, Inc. | WCN | 3K | $500.07K |
 Illinois Tool Works Inc. | ITW | 3K | $811.41K |
 TeraWulf Inc. | WULF | 2.5K | $61.75K |