Dilation Capital Management LP — 13F holdings

Dilation Capital Management LP reported 22 holdings worth $200M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

1. TKR TIMKEN CO — $18.4M (9.2%)
2. HWM HOWMET AEROSPACE INC — $18.1M (9.0%)
3. FPS FORGENT POWER SOLUTIONS INC — $17.3M (8.7%)
4. NOK NOKIA CORP — $15.5M (7.8%)
5. ASX ASE TECHNOLOGY HLDG CO LTD — $12.5M (6.2%)
6. NOW ServiceNow Inc — $12.3M (6.2%)
7. BA BOEING CO — $12.0M (6.0%)
8. NVDA NVIDIA CORPORATION — $12.0M (6.0%)
9. CP CANADIAN PACIFIC KANSAS CITY — $10.6M (5.3%)
10. GE GE AEROSPACE — $9.92M (5.0%)