SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $331,267,415 |
| Positions | 15 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| MASTEC INC | MTZ | COM | $43,686,300 | 105,000 |
| COMFORT SYS USA INC | FIX | COM | $41,620,950 | 21,000 |
| LEGENCE CORP | LGN | CL A | $33,239,700 | 390,000 |
| FLUENCE ENERGY INC | FLNC | COM CL A | $29,820,000 | 1,500,000 |
| GENERAC HLDGS INC | GNRC | COM | $27,816,950 | 95,000 |
| DPC HOLDINGS PLC | Unresolved | ORDINARY SHARES | $24,530,000 | 500,000 |
| CORE SCIENTIFIC INC NEW | CORZ | COM | $24,310,500 | 950,000 |
| SOLARIS ENERGY INFRAS INC | SEI | COM CL A | $21,724,200 | 270,000 |
| FORGENT POWER SOLUTIONS INC | FPS | COM SHS CL A | $18,433,800 | 330,000 |
| QNITY ELECTRONICS INC | Q | COMMON STOCK | $14,697,900 | 90,000 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.