Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Alua Capital Management LP (CIK 1827442) reported $102.7M across 1 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VVV ($102.7M, 100.00%), AYI ($0, 0.00%), AMZN ($0, 0.00%), AZO ($0, 0.00%), BURL ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VVV | VALVOLINE INC | $102.7M | 100.00% | 2.6M | Trimmed |
| 2 | AYI | ACUITY INC | $0 | 0.00% | 0 | Exited |
| 3 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
| 4 | AZO | AUTOZONE INC | $0 | 0.00% | 0 | Exited |
| 5 | BURL | BURLINGTON STORES INC | $0 | 0.00% | 0 | Exited |
| 6 | COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | Exited |
| 7 | CHDN | CHURCHILL DOWNS INC | $0 | 0.00% | 0 | Exited |
| 8 | FCNCA | FIRST CTZNS BANCSHARES INC D | $0 | 0.00% | 0 | Exited |
| 9 | FND | FLOOR & DECOR HLDGS INC | $0 | 0.00% | 0 | Exited |
| 10 | TV | GRUPO TELEVISA S A B | $0 | 0.00% | 0 | Exited |
| 11 | IBN | ICICI BANK LIMITED | $0 | 0.00% | 0 | Exited |
| 12 | IWM | ISHARES TR | $0 | 0.00% | 0 | Exited |
| 13 | ONTO | ONTO INNOVATION INC | $0 | 0.00% | 0 | Exited |
| 14 | ROKU | ROKU INC | $0 | 0.00% | 0 | Exited |
| 15 | NVT | NVENT ELEC PLC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30