SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $70,854,267 |
| Positions | 10 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| CENTURI HOLDINGS INC | CTRI | COM SHS | $24,192,000 | 800,000 |
| PRIMORIS SVCS CORP | PRIM | COM | $12,390,000 | 125,000 |
| HUB GROUP INC | HUBG | CL A | $7,663,250 | 175,000 |
| KIRBY CORP | KEX | COM | $6,798,500 | 50,000 |
| GENIUS SPORTS LIMITED | GENI | SHARES CL A | $5,454,000 | 900,000 |
| MYR GROUP INC | MYRG | COM | $5,004,000 | 10,000 |
| XPO INC | XPO | COM | $4,105,800 | 20,000 |
| MASTERCRAFT BOAT HLDGS INC | MCFT | COM | $1,936,500 | 75,000 |
| MALIBU BOATS INC | MBUU | COM CL A | $1,759,717 | 64,153 |
| AZZ INC | AZZ | COM | $1,550,500 | 10,000 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.