MAC Alpha Capital Management, LP — 13F holdings

MAC Alpha Capital Management, LP reported 21 holdings worth $213M in its 13F filing for Q2 2026, filed September 21, 2026.

Largest positions

1. BTG B2GOLD CORP — $27.1M (12.7%)
2. CLX CLOROX CO DEL — $25.2M (11.8%)
3. AXTA AXALTA COATING SYS LTD — $22.1M (10.4%)
4. SAIC SCIENCE APPLICATIONS INTL CO — $19.3M (9.1%)
5. ALSN ALLISON TRANSMISSION HLDGS I — $17.6M (8.3%)
6. ENR ENERGIZER HLDGS INC NEW — $13.8M (6.5%)
7. SBSW SIBANYE STILLWATER LTD — $13.5M (6.3%)
8. GNTX GENTEX CORP — $10.5M (4.9%)
9. RRC RANGE RES CORP — $9.32M (4.4%)
10. TAP MOLSON COORS BEVERAGE CO — $6.55M (3.1%)