SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-13 |
| Reported value | $103,548,405 |
| Positions | 11 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DAUCH CORP | DCH | COM | $22,637,459 | 4,176,653 |
| GREEN PLAINS INC | GPRE | COM | $15,149,300 | 985,000 |
| SELECT WATER SOLUTIONS INC | WTTR | CL A COM | $15,098,666 | 755,689 |
| SIGMA LITHIUM CORPORATION | SGML | COM | $14,501,328 | 1,146,350 |
| PEABODY ENGR CORP | BTU | COM | $11,612,020 | 502,250 |
| CONSTELLIUM SE | CSTM | CL A SHS | $8,866,234 | 278,200 |
| AEVEX CORP | AVEX | COM CL A | $6,625,264 | 317,150 |
| WESCO INTL INC | WCC | COM | $5,600,934 | 16,205 |
| AMRIZE LTD | AMRZ | SHS | $1,332,500 | 25,000 |
| ANTERO RESOURCES CORP | AR | COM | $1,229,900 | 35,000 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.