Group 1 - Syquant Capital initiated a new position in Chart Industries by acquiring 350,458 shares in the fourth quarter, with an estimated transaction value of $72.28 million based on average quarterly pricing [2][3][7] - The new position represents 8.84% of Syquant Capital's reportable 13F assets under management [4][7] - As of January 12, 2026, Chart Industries shares were priced at $206.71, reflecting a 3.81% increase over the past year, although underperforming the S&P 500 by 13.79 percentage points [4][5] Group 2 - Chart Industries, Inc. specializes in engineered equipment, including cryogenic storage tanks, heat exchangers, and process technology, primarily serving the energy and industrial gas sectors [9][10] - The company generates revenue through the design, manufacture, and sale of highly engineered equipment and aftermarket services, with a diversified product portfolio supporting LNG, hydrogen, CO2 capture, and industrial gases [9][10] - Key customers include participants in various industries such as energy, industrial gas, aerospace, food and beverage, and water treatment, highlighting the company's broad market presence [10]

Company Overview - Chart Industries, Inc. is a large-scale manufacturer specializing in highly engineered equipment for critical applications in energy, industrial gas, and specialty markets [6] - The company has a diversified product portfolio and global service network, addressing complex customer needs in growing sectors such as LNG, hydrogen, and carbon capture [6] - As of the latest report, Chart Industries has a market capitalization of $9.26 billion, with a revenue of $4.29 billion and a net income of $66.70 million for the trailing twelve months (TTM) [4] Recent Developments - Decagon Asset Management initiated a new stake in Chart Industries, purchasing 137,732 shares valued at approximately $27.57 million, which represents about 13.92% of the fund's reportable U.S. equity holdings [2][3] - The company reported third-quarter orders of $1.68 billion, reflecting a year-over-year increase of approximately 44%, resulting in a backlog of about $6.05 billion, the highest in its history [10] - Adjusted operating income for the quarter reached $251.5 million, with adjusted EBITDA of $277.1 million, representing roughly 25% of revenue, indicating strong profitability in the core business [10] Market Performance - Shares of Chart Industries were priced at $205.96, showing an increase of about 7% over the past year, although this performance has underperformed compared to the S&P 500, which is up about 15% [3] - The fund's portfolio is skewed towards capital-intensive infrastructure and industrial assets, with Chart Industries presenting a favorable risk-reward profile due to strong standalone demand [11]

Company Overview - Honeywell International Inc. is a global diversified technology and manufacturing company based in Charlotte, NC, offering a wide range of products and services [12] - The company serves customers globally with aerospace products and services, energy-efficient solutions, and process technology, electronic and specialty chemicals [12] - Geographically, Honeywell's operations are distributed as follows: 57% in the United States, 22% in Europe, and 21% in other international markets [12] - As of the end of 2023, Honeywell employed approximately 95,000 people [12] Investment Potential - Honeywell is currently rated 3 (Hold) on the Zacks Rank, with a VGM Score of B, indicating a solid investment potential [12] - The company is considered a top pick for growth investors, with a Growth Style Score of B, forecasting a year-over-year earnings growth of 7.6% for the current fiscal year [13] - In the last 60 days, seven analysts have revised their earnings estimates higher for fiscal 2025, with the Zacks Consensus Estimate increasing by $0.08 to $10.64 per share [13] - Honeywell has an average earnings surprise of +8.7%, further enhancing its attractiveness to investors [13]