# EDGAR Filing Document

**Accession Number:** 0001769456
**File Stem:** 0001214659-25-012218
**Filing Date:** 2025-8
**Character Count:** 18408
**Document Hash:** 338187b467232733dc7b7f289e7d2eda
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214659-25-012218.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0001214659-25-012218

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250814

**EFFECTIVENESS DATE**: 20250814

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Invenomic Capital Management LP
- **CENTRAL INDEX KEY:** 0001769456

**ORGANIZATION NAME:**
- **EIN:** 810795975
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20029
- **FILM NUMBER:** 251218344

**BUSINESS ADDRESS:**
- **STREET 1:** 211 CONGRESS STREET
- **STREET 2:** 8TH FLOOR
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02110
- **BUSINESS PHONE:** 617-912-4972

**MAIL ADDRESS:**
- **STREET 1:** 211 CONGRESS STREET
- **STREET 2:** 8TH FLOOR
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02110

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Invenomic Capital Management LP<br>**Address:** 211 CONGRESS STREET<br>8TH FLOOR<br>BOSTON, MA 02110

**Form 13F File Number:** 028-20029

**CRD Number (if applicable):** 000287617

**SEC File Number (if applicable):** 801-110459

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Nicholas Harris<br>**Title:** Chief Compliance Officer<br>**Phone:** 617-290-1099

**Signature, Place, and Date of Signing:**

/s/ Nicholas Harris  Boston, MA  08-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 148

**Form 13F Information Table Value Total:** $1761768140

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 10X GENOMICS INC | CL A COM | 88025U109 |  | 2733621 | 236064 | SH |  | SOLE |  | 236064 | 0 | 0 |
| 8X8 INC NEW | COM | 282914100 |  | 6526120 | 3329653 | SH |  | SOLE |  | 3329653 | 0 | 0 |
| A-MARK PRECIOUS METALS INC | COM | 00181T107 |  | 12024643 | 542139 | SH |  | SOLE |  | 542139 | 0 | 0 |
| ABM INDS INC | COM | 000957100 |  | 12645198 | 267850 | SH |  | SOLE |  | 267850 | 0 | 0 |
| ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 |  | 31030844 | 1367600 | SH |  | SOLE |  | 1367600 | 0 | 0 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 |  | 29316362 | 630595 | SH |  | SOLE |  | 630595 | 0 | 0 |
| AFFILIATED MANAGERS GROUP IN | COM | 008252108 |  | 4407254 | 22398 | SH |  | SOLE |  | 22398 | 0 | 0 |
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 |  | 34131218 | 427924 | SH |  | SOLE |  | 427924 | 0 | 0 |
| ALIGN TECHNOLOGY INC | COM | 016255101 |  | 6093965 | 32187 | SH |  | SOLE |  | 32187 | 0 | 0 |
| AMERICAN AXLE  MFG HLDGS IN | COM | 024061103 |  | 5545973 | 1359307 | SH |  | SOLE |  | 1359307 | 0 | 0 |
| AMERICAN VANGUARD CORP | COM | 030371108 |  | 1872204 | 477603 | SH |  | SOLE |  | 477603 | 0 | 0 |
| ASHLAND INC | COM | 044186104 |  | 3843303 | 76438 | SH |  | SOLE |  | 76438 | 0 | 0 |
| ATN INTL INC | COM | 00215F107 |  | 3140442 | 193258 | SH |  | SOLE |  | 193258 | 0 | 0 |
| AVADEL PHARMACEUTICALS PLC | COM SHS | G29687103 |  | 7106497 | 802994 | SH |  | SOLE |  | 802994 | 0 | 0 |
| B2GOLD CORP | COM | 11777Q209 |  | 2665595 | 738392 | SH |  | SOLE |  | 738392 | 0 | 0 |
| BARRICK MNG CORP | COM SHS | 06849F108 |  | 5722002 | 274832 | SH |  | SOLE |  | 274832 | 0 | 0 |
| BELDEN INC | COM | 077454106 |  | 6246715 | 53944 | SH |  | SOLE |  | 53944 | 0 | 0 |
| BILL HOLDINGS INC | COM | 090043100 |  | 29817438 | 644562 | SH |  | SOLE |  | 644562 | 0 | 0 |
| BLUELINX HLDGS INC | COM NEW | 09624H208 |  | 4459527 | 59956 | SH |  | SOLE |  | 59956 | 0 | 0 |
| BRISTOW GROUP INC | COM | 11040G103 |  | 3778131 | 114593 | SH |  | SOLE |  | 114593 | 0 | 0 |
| BROOKDALE SR LIVING INC | COM | 112463104 |  | 2660954 | 382321 | SH |  | SOLE |  | 382321 | 0 | 0 |
| CALERES INC | COM | 129500104 |  | 8901354 | 728425 | SH |  | SOLE |  | 728425 | 0 | 0 |
| CHORD ENERGY CORPORATION | COM NEW | 674215207 |  | 20693455 | 213665 | SH |  | SOLE |  | 213665 | 0 | 0 |
| CLARIVATE PLC | ORD SHS | G21810109 |  | 40355874 | 9385087 | SH |  | SOLE |  | 9385087 | 0 | 0 |
| COMPASS MINERALS INTL INC | COM | 20451N101 |  | 3085342 | 153576 | SH |  | SOLE |  | 153576 | 0 | 0 |
| CONCENTRIX CORP | COM | 20602D101 |  | 36306945 | 686916 | SH |  | SOLE |  | 686916 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 14811856 | 165053 | SH |  | SOLE |  | 165053 | 0 | 0 |
| CORECIVIC INC | COM | 21871N101 |  | 6565349 | 311597 | SH |  | SOLE |  | 311597 | 0 | 0 |
| COURSERA INC | COM | 22266M104 |  | 11272657 | 1286833 | SH |  | SOLE |  | 1286833 | 0 | 0 |
| CRANE NXT CO | COM | 224441105 |  | 6947117 | 128889 | SH |  | SOLE |  | 128889 | 0 | 0 |
| DBX ETF TR | XTRACK HRVST CSI | 233051879 |  | 203466 | 7388 | SH |  | SOLE |  | 7388 | 0 | 0 |
| DENTSPLY SIRONA INC | COM | 24906P109 |  | 46457925 | 2925562 | SH |  | SOLE |  | 2925562 | 0 | 0 |
| DOLE PLC | ORD SHS | G27907107 |  | 17342564 | 1239640 | SH |  | SOLE |  | 1239640 | 0 | 0 |
| DOUGLAS DYNAMICS INC | COM | 25960R105 |  | 3772160 | 128000 | SH |  | SOLE |  | 128000 | 0 | 0 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 |  | 3642862 | 84935 | SH |  | SOLE |  | 84935 | 0 | 0 |
| EASTMAN CHEM CO | COM | 277432100 |  | 4471835 | 59896 | SH |  | SOLE |  | 59896 | 0 | 0 |
| EDGEWELL PERS CARE CO | COM | 28035Q102 |  | 8014109 | 342337 | SH |  | SOLE |  | 342337 | 0 | 0 |
| ELDORADO GOLD CORP NEW | COM | 284902509 |  | 41328785 | 2031897 | SH |  | SOLE |  | 2031897 | 0 | 0 |
| ENOVIS CORPORATION | COM | 194014502 |  | 18219031 | 580964 | SH |  | SOLE |  | 580964 | 0 | 0 |
| EQUINOX GOLD CORP | COM | 29446Y502 |  | 20803983 | 3618084 | SH |  | SOLE |  | 3618084 | 0 | 0 |
| EVERTEC INC | COM | 30040P103 |  | 4162982 | 115478 | SH |  | SOLE |  | 115478 | 0 | 0 |
| FEDERATED HERMES INC | CL B | 314211103 |  | 13078699 | 295097 | SH |  | SOLE |  | 295097 | 0 | 0 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 |  | 11877719 | 145900 | SH |  | SOLE |  | 145900 | 0 | 0 |
| FIRST FNDTN INC | COM | 32026V104 |  | 6070020 | 1190200 | SH |  | SOLE |  | 1190200 | 0 | 0 |
| FIVE BELOW INC | COM | 33829M101 |  | 14477025 | 110360 | SH |  | SOLE |  | 110360 | 0 | 0 |
| FLYWIRE CORPORATION | COM VTG | 302492103 |  | 7401139 | 632576 | SH |  | SOLE |  | 632576 | 0 | 0 |
| FORRESTER RESH INC | COM | 346563109 |  | 2759684 | 278756 | SH |  | SOLE |  | 278756 | 0 | 0 |
| FRESH DEL MONTE PRODUCE INC | ORD | G36738105 |  | 15735047 | 485350 | SH |  | SOLE |  | 485350 | 0 | 0 |
| FULGENT GENETICS INC | COM | 359664109 |  | 618765 | 31125 | SH |  | SOLE |  | 31125 | 0 | 0 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 |  | 7162347 | 96697 | SH |  | SOLE |  | 96697 | 0 | 0 |
| GENERAC HLDGS INC | COM | 368736104 |  | 10649955 | 74366 | SH |  | SOLE |  | 74366 | 0 | 0 |
| GETTY IMAGES HOLDINGS INC | CL A COM | 374275105 |  | 5755107 | 3466932 | SH |  | SOLE |  | 3466932 | 0 | 0 |
| GLOBAL PMTS INC | COM | 37940X102 |  | 49066361 | 613023 | SH |  | SOLE |  | 613023 | 0 | 0 |
| GRAFTECH INTL LTD | COM | 384313508 |  | 1079893 | 1110316 | SH |  | SOLE |  | 1110316 | 0 | 0 |
| HAEMONETICS CORP MASS | COM | 405024100 |  | 2075277 | 27815 | SH |  | SOLE |  | 27815 | 0 | 0 |
| HALOZYME THERAPEUTICS INC | COM | 40637H109 |  | 4046792 | 77793 | SH |  | SOLE |  | 77793 | 0 | 0 |
| HEIDRICK  STRUGGLES INTL IN | COM | 422819102 |  | 11726275 | 256256 | SH |  | SOLE |  | 256256 | 0 | 0 |
| HELEN OF TROY LTD | COM | G4388N106 |  | 9329130 | 328722 | SH |  | SOLE |  | 328722 | 0 | 0 |
| HURCO CO | COM | 447324104 |  | 2513606 | 132995 | SH |  | SOLE |  | 132995 | 0 | 0 |
| INGRAM MICRO HLDG CORP | COM | 457152106 |  | 12242187 | 587437 | SH |  | SOLE |  | 587437 | 0 | 0 |
| INTEGRA LIFESCIENCES HLDGS C | COM NEW | 457985208 |  | 6775666 | 552214 | SH |  | SOLE |  | 552214 | 0 | 0 |
| INTEGRAL AD SCIENCE HLDNG CO | COM | 45828L108 |  | 13130348 | 1580066 | SH |  | SOLE |  | 1580066 | 0 | 0 |
| IOVANCE BIOTHERAPEUTICS INC | COM | 462260100 |  | 14266820 | 8294663 | SH |  | SOLE |  | 8294663 | 0 | 0 |
| IQVIA HLDGS INC | COM | 46266C105 |  | 20058370 | 127282 | SH |  | SOLE |  | 127282 | 0 | 0 |
| JACK IN THE BOX INC | COM | 466367109 |  | 15176773 | 869231 | SH |  | SOLE |  | 869231 | 0 | 0 |
| JAMF HLDG CORP | COM | 47074L105 |  | 3056362 | 321384 | SH |  | SOLE |  | 321384 | 0 | 0 |
| JOHNSON OUTDOORS INC | CL A | 479167108 |  | 886427 | 29284 | SH |  | SOLE |  | 29284 | 0 | 0 |
| KOHLS CORP | COM | 500255104 |  | 4030536 | 475299 | SH |  | SOLE |  | 475299 | 0 | 0 |
| KOPPERS HOLDINGS INC | COM | 50060P106 |  | 1096894 | 34118 | SH |  | SOLE |  | 34118 | 0 | 0 |
| LEGALZOOM COM INC | COM | 52466B103 |  | 7939015 | 891023 | SH |  | SOLE |  | 891023 | 0 | 0 |
| LEGGETT  PLATT INC | COM | 524660107 |  | 14514865 | 1627227 | SH |  | SOLE |  | 1627227 | 0 | 0 |
| LEIDOS HOLDINGS INC | COM | 525327102 |  | 4588450 | 29085 | SH |  | SOLE |  | 29085 | 0 | 0 |
| LEXARIA BIOSCIENCE CORP | COM NEW | 52886N406 |  | 436277 | 501468 | SH |  | SOLE |  | 501468 | 0 | 0 |
| LIGHTSPEED COMMERCE INC | SUB VTG SHS | 53229C107 |  | 4764846 | 406904 | SH |  | SOLE |  | 406904 | 0 | 0 |
| LIVERAMP HLDGS INC | COM | 53815P108 |  | 9613550 | 290967 | SH |  | SOLE |  | 290967 | 0 | 0 |
| LYFT INC | CL A COM | 55087P104 |  | 35370404 | 2244315 | SH |  | SOLE |  | 2244315 | 0 | 0 |
| M  T BK CORP | COM | 55261F104 |  | 30660701 | 158053 | SH |  | SOLE |  | 158053 | 0 | 0 |
| MACYS INC | COM | 55616P104 |  | 21865124 | 1875225 | SH |  | SOLE |  | 1875225 | 0 | 0 |
| MAPLEBEAR INC | COM | 565394103 |  | 25478761 | 563191 | SH |  | SOLE |  | 563191 | 0 | 0 |
| MARATHON PETE CORP | COM | 56585A102 |  | 8057332 | 48506 | SH |  | SOLE |  | 48506 | 0 | 0 |
| MATCH GROUP INC NEW | COM | 57667L107 |  | 11795841 | 381866 | SH |  | SOLE |  | 381866 | 0 | 0 |
| MATIV HOLDINGS INC | COM | 808541106 |  | 14458236 | 2119976 | SH |  | SOLE |  | 2119976 | 0 | 0 |
| METALLUS INC | COM | 887399103 |  | 10753329 | 697815 | SH |  | SOLE |  | 697815 | 0 | 0 |
| MOHAWK INDS INC | COM | 608190104 |  | 5817047 | 55485 | SH |  | SOLE |  | 55485 | 0 | 0 |
| MONRO INC | COM | 610236101 |  | 9362242 | 627917 | SH |  | SOLE |  | 627917 | 0 | 0 |
| MYERS INDS INC | COM | 628464109 |  | 17700332 | 1221555 | SH |  | SOLE |  | 1221555 | 0 | 0 |
| N-ABLE INC | COMMON STOCK | 62878D100 |  | 4132256 | 510155 | SH |  | SOLE |  | 510155 | 0 | 0 |
| NEOGEN CORP | COM | 640491106 |  | 2342238 | 490008 | SH |  | SOLE |  | 490008 | 0 | 0 |
| NEW GOLD INC CDA | COM | 644535106 |  | 20924091 | 4227089 | SH |  | SOLE |  | 4227089 | 0 | 0 |
| NEWMONT CORP | COM | 651639106 |  | 11309664 | 194124 | SH |  | SOLE |  | 194124 | 0 | 0 |
| NLIGHT INC | COM | 65487K100 |  | 3252494 | 165269 | SH |  | SOLE |  | 165269 | 0 | 0 |
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 |  | 6625488 | 389964 | SH |  | SOLE |  | 389964 | 0 | 0 |
| OMNICOM GROUP INC | COM | 681919106 |  | 15479258 | 215169 | SH |  | SOLE |  | 215169 | 0 | 0 |
| OPENDOOR TECHNOLOGIES INC | COM | 683712103 |  | 2908305 | 5456482 | SH |  | SOLE |  | 5456482 | 0 | 0 |
| ORION S.A. | COM | L72967109 |  | 5762765 | 549358 | SH |  | SOLE |  | 549358 | 0 | 0 |
| OVINTIV INC | COM | 69047Q102 |  | 6562407 | 172468 | SH |  | SOLE |  | 172468 | 0 | 0 |
| OXFORD INDS INC | COM | 691497309 |  | 2264062 | 56250 | SH |  | SOLE |  | 56250 | 0 | 0 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 26577947 | 357615 | SH |  | SOLE |  | 357615 | 0 | 0 |
| PEDIATRIX MEDICAL GROUP INC | COM | 58502B106 |  | 4102751 | 285906 | SH |  | SOLE |  | 285906 | 0 | 0 |
| PENN ENTERTAINMENT INC | COM | 707569109 |  | 26249440 | 1468911 | SH |  | SOLE |  | 1468911 | 0 | 0 |
| PETMED EXPRESS INC | COM | 716382106 |  | 325141 | 97934 | SH |  | SOLE |  | 97934 | 0 | 0 |
| PHINIA INC | COMMON STOCK | 71880K101 |  | 10199510 | 229254 | SH |  | SOLE |  | 229254 | 0 | 0 |
| POPULAR INC | COM NEW | 733174700 |  | 20164903 | 182968 | SH |  | SOLE |  | 182968 | 0 | 0 |
| PRA GROUP INC | COM | 69354N106 |  | 5345592 | 362413 | SH |  | SOLE |  | 362413 | 0 | 0 |
| PURPLE INNOVATION INC | COM | 74640Y106 |  | 491527 | 674064 | SH |  | SOLE |  | 674064 | 0 | 0 |
| PVH CORPORATION | COM | 693656100 |  | 28431407 | 414452 | SH |  | SOLE |  | 414452 | 0 | 0 |
| QUAKER HOUGHTON | COM | 747316107 |  | 4529540 | 40464 | SH |  | SOLE |  | 40464 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 2159088 | 13557 | SH |  | SOLE |  | 13557 | 0 | 0 |
| QUANTERIX CORP | COM | 74766Q101 |  | 7613612 | 1144904 | SH |  | SOLE |  | 1144904 | 0 | 0 |
| RAPID7 INC | COM | 753422104 |  | 15208414 | 657519 | SH |  | SOLE |  | 657519 | 0 | 0 |
| RAYONIER INC | COM | 754907103 |  | 9895274 | 446135 | SH |  | SOLE |  | 446135 | 0 | 0 |
| RE MAX HLDGS INC | CL A | 75524W108 |  | 1824066 | 222991 | SH |  | SOLE |  | 222991 | 0 | 0 |
| REGAL REXNORD CORPORATION | COM | 758750103 |  | 10456400 | 72133 | SH |  | SOLE |  | 72133 | 0 | 0 |
| RESOURCES CONNECTION INC | COM | 76122Q105 |  | 3695784 | 688228 | SH |  | SOLE |  | 688228 | 0 | 0 |
| RINGCENTRAL INC | CL A | 76680R206 |  | 40465628 | 1427359 | SH |  | SOLE |  | 1427359 | 0 | 0 |
| RISKIFIED LTD | SHS CL A | M8216R109 |  | 2903896 | 581943 | SH |  | SOLE |  | 581943 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 5186836 | 19021 | SH |  | SOLE |  | 19021 | 0 | 0 |
| SALLY BEAUTY HLDGS INC | COM | 79546E104 |  | 15603433 | 1685036 | SH |  | SOLE |  | 1685036 | 0 | 0 |
| SEALED AIR CORP NEW | COM | 81211K100 |  | 11475328 | 369814 | SH |  | SOLE |  | 369814 | 0 | 0 |
| SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 |  | 35938302 | 1193567 | SH |  | SOLE |  | 1193567 | 0 | 0 |
| SHUTTERSTOCK INC | COM | 825690100 |  | 14986022 | 790402 | SH |  | SOLE |  | 790402 | 0 | 0 |
| SNAP INC | CL A | 83304A106 |  | 20983421 | 2414663 | SH |  | SOLE |  | 2414663 | 0 | 0 |
| SONOCO PRODS CO | COM | 835495102 |  | 28123904 | 645636 | SH |  | SOLE |  | 645636 | 0 | 0 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 451485 | 797 | SH |  | SOLE |  | 797 | 0 | 0 |
| SPROUT SOCIAL INC | COM CL A | 85209W109 |  | 5476873 | 261926 | SH |  | SOLE |  | 261926 | 0 | 0 |
| STATE STR CORP | COM | 857477103 |  | 11055106 | 103960 | SH |  | SOLE |  | 103960 | 0 | 0 |
| STRATASYS LTD | SHS | M85548101 |  | 30631472 | 2670573 | SH |  | SOLE |  | 2670573 | 0 | 0 |
| TACTILE SYS TECHNOLOGY INC | COM | 87357P100 |  | 3770934 | 371887 | SH |  | SOLE |  | 371887 | 0 | 0 |
| TELADOC HEALTH INC | COM | 87918A105 |  | 12597813 | 1446362 | SH |  | SOLE |  | 1446362 | 0 | 0 |
| TELEFLEX INCORPORATED | COM | 879369106 |  | 33659809 | 284385 | SH |  | SOLE |  | 284385 | 0 | 0 |
| TENNANT CO | COM | 880345103 |  | 27153951 | 350464 | SH |  | SOLE |  | 350464 | 0 | 0 |
| TRONOX HOLDINGS PLC | SHS | G9087Q102 |  | 6496815 | 1281423 | SH |  | SOLE |  | 1281423 | 0 | 0 |
| TRUEBLUE INC | COM | 89785X101 |  | 1881099 | 290293 | SH |  | SOLE |  | 290293 | 0 | 0 |
| UNIFI INC | COM NEW | 904677200 |  | 2376139 | 455199 | SH |  | SOLE |  | 455199 | 0 | 0 |
| UNITY SOFTWARE INC | COM | 91332U101 |  | 11838422 | 489191 | SH |  | SOLE |  | 489191 | 0 | 0 |
| UNIVERSAL HLTH SVCS INC | CL B | 913903100 |  | 4842321 | 26731 | SH |  | SOLE |  | 26731 | 0 | 0 |
| VAIL RESORTS INC | COM | 91879Q109 |  | 2000893 | 12734 | SH |  | SOLE |  | 12734 | 0 | 0 |
| VERINT SYS INC | COM | 92343X100 |  | 20971013 | 1066142 | SH |  | SOLE |  | 1066142 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 6135902 | 141805 | SH |  | SOLE |  | 141805 | 0 | 0 |
| VESTIS CORPORATION | COM SHS | 29430C102 |  | 2844212 | 496372 | SH |  | SOLE |  | 496372 | 0 | 0 |
| VIATRIS INC | COM | 92556V106 |  | 41463553 | 4643175 | SH |  | SOLE |  | 4643175 | 0 | 0 |
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 |  | 17035095 | 1072739 | SH |  | SOLE |  | 1072739 | 0 | 0 |
| VISTEON CORP | COM NEW | 92839U206 |  | 5872395 | 62941 | SH |  | SOLE |  | 62941 | 0 | 0 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 |  | 22086102 | 1927234 | SH |  | SOLE |  | 1927234 | 0 | 0 |
| WEX INC | COM | 96208T104 |  | 7444826 | 50683 | SH |  | SOLE |  | 50683 | 0 | 0 |
| XPERI INC | COMMON STOCK | 98423J101 |  | 1961324 | 247955 | SH |  | SOLE |  | 247955 | 0 | 0 |
| ZIFF DAVIS INC | COM | 48123V102 |  | 6647443 | 219605 | SH |  | SOLE |  | 219605 | 0 | 0 |
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 |  | 8125716 | 89088 | SH |  | SOLE |  | 89088 | 0 | 0 |

---