Q3 2020 Holdings
Filed 2020-11-10 | 11 holdings | $10.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Darling Ingredients Inc(DAR) | COM | 237266101 | $10.8M | 300,000 | 99.3% |
| Renewable Energy Group Inc | COM NEW | 75972A301 | $17.6K | 330,000 | 0.2% |
| Chemours Co(CC) | COM | 163851108 | $9.7K | 465,000 | 0.1% |
| Atlas AIR Worldwide Hldgs in(AAWWUSD) | COM NEW | 049164205 | $9.1K | 150,000 | 0.1% |
| Alcoa Corp(AA) | COM | 013872106 | $7.9K | 680,000 | 0.1% |
| Forterra Inc(FRTAEUR) | COM | 34960W106 | $5.4K | 460,000 | 0.1% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $5.4K | 60,000 | 0.0% |
| Tronox Holdings PLC(TROX) | SHS | G9087Q102 | $5.2K | 660,000 | 0.0% |
| Arconic Corporation(ARNC1EUR) | COM | 03966V107 | $4.2K | 220,000 | 0.0% |
| Championx Corporation(APY1EUR) | COM | 15872M104 | $3.7K | 460,000 | 0.0% |
| Sunrun Inc(RUN) | COM | 86771W105 | $3.3K | 43,000 | 0.0% |