Q1 2021 Holdings
Filed 2021-05-12 | 13 holdings | $44.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Darling Ingredients Inc(DAR) | COM | 237266101 | $22.1M | 300,000 | 49.4% |
| Dana Inc(DAN) | COM | 235825205 | $16.4M | 675,000 | 36.7% |
| Antero Resources Corp(AR) | COM | 03674X106 | $6.1M | 600,000 | 13.7% |
| Bunge Limited(BG) | COM | G16962105 | $15.9K | 200,000 | 0.0% |
| Arconic Corporation(ARNC1EUR) | COM | 03966V107 | $13.2K | 520,000 | 0.0% |
| Chemours Co(CC) | COM | 163851108 | $13.0K | 465,000 | 0.0% |
| Mosaic Co New(MOS) | COM | 61945C103 | $13.0K | 410,000 | 0.0% |
| Atlas AIR Worldwide Hldgs in(AAWWUSD) | COM NEW | 049164205 | $12.1K | 200,000 | 0.0% |
| Antero Midstream Corp(AM) | COM | 03676B102 | $11.7K | 1,300,000 | 0.0% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $11.2K | 80,000 | 0.0% |
| Rayonier Advanced Matls Inc(RYAM) | COM | 75508B104 | $9.1K | 1,000,000 | 0.0% |
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $3.9K | 85,000 | 0.0% |
| Sunrun Inc(RUN) | COM | 86771W105 | $605 | 10,000 | 0.0% |