Q2 2020 Holdings
Filed 2020-08-04 | 6 holdings | $26.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Atlas AIR Worldwide Hldgs in(AAWWUSD) | COM NEW | 049164205 | $6.5M | 150,000 | 24.4% |
| Renewable Energy Group Inc | COM NEW | 75972A301 | $6.2M | 250,000 | 23.4% |
| Chemours Co(CC) | COM | 163851108 | $5.1M | 330,000 | 19.2% |
| Alcoa Corp(AA) | COM | 013872106 | $4.2M | 370,000 | 15.7% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $4.1M | 165,000 | 15.4% |
| Championx Corporation(APY1EUR) | COM | 15872M104 | $488.0K | 50,000 | 1.8% |