Hedge Fund - Value Holdings LP

13F Holdings

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Last updated on January 15, 2025 based on SEC 13F filings Last update: January 15, 2025

No.	Security	Ticker	Shares	Value	Activity	% Port
1.	Emcor Group Inc.	EME	122,670	$55,680		9.73%
2.	Westinghouse Air Brake Technologies Corp	WAB	232,900	$44,155		7.72%
3.	Rollins Inc	ROL	949,170	$43,994		7.69%
4.	Matador Resources Co	MTDR	684,008	$38,483	+3%	6.73%
5.	Tetra Tech Inc	TTEK	894,825	$35,650		6.23%