SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $96,957,971 |
| Positions | 8 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| MCGRATH RENTCORP | MGRC | COM | $23,289,319 | 192,426 |
| HILLMAN SOLUTIONS CORP | HLMN | COM | $21,726,797 | 2,574,265 |
| RXO INC | RXO | COMMON STOCK | $13,927,432 | 504,800 |
| PATRICK INDS INC | PATK | COM | $13,919,132 | 155,036 |
| JANUS INTERNATIONAL GROUP IN | JBI | COMMON STOCK | $10,596,204 | 1,909,226 |
| COVENANT LOGISTICS GROUP INC | CVLG | CL A | $7,116,426 | 161,078 |
| CONCRETE PUMPING HLDGS INC | BBCP | COM | $3,220,832 | 267,289 |
| PROFICIENT AUTO LOGISTICS IN | PAL | COM | $3,161,829 | 464,292 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.