Q4 2020 Holdings
Filed 2021-02-09 | 15 holdings | $27.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Darling Ingredients Inc(DAR) | COM | 237266101 | $17.3M | 300,000 | 62.6% |
| Dana Inc(DAN) | COM | 235825205 | $10.2M | 525,000 | 37.1% |
| Arconic Corporation(ARNC1EUR) | COM | 03966V107 | $12.5K | 420,000 | 0.0% |
| Bunge Limited(BG) | COM | G16962105 | $11.8K | 180,000 | 0.0% |
| Chemours Co(CC) | COM | 163851108 | $11.5K | 465,000 | 0.0% |
| Renewable Energy Group Inc | COM NEW | 75972A301 | $11.3K | 160,000 | 0.0% |
| Kaiser Aluminum Corp(KALU) | COM PAR $0.01 | 483007704 | $10.9K | 110,000 | 0.0% |
| Antero Midstream Corp(AM) | COM | 03676B102 | $10.0K | 1,300,000 | 0.0% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $8.2K | 75,000 | 0.0% |
| Atlas AIR Worldwide Hldgs in(AAWWUSD) | COM NEW | 049164205 | $8.2K | 150,000 | 0.0% |
| Forterra Inc(FRTAEUR) | COM | 34960W106 | $7.9K | 460,000 | 0.0% |
| Jeld-Wen Hldg Inc(JELD) | COM | 47580P103 | $6.3K | 250,000 | 0.0% |
| Championx Corporation(APY1EUR) | COM | 15872M104 | $3.2K | 210,000 | 0.0% |
| Cemex SAB de CV(CX) | SPON ADR NEW | 151290889 | $2.3K | 450,000 | 0.0% |
| Sunrun Inc(RUN) | COM | 86771W105 | $694 | 10,000 | 0.0% |