Q2 2021 Holdings
Filed 2021-08-09 | 11 holdings | $36.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Darling Ingredients Inc(DAR) | COM | 237266101 | $20.3M | 300,000 | 55.6% |
| Dana Inc(DAN) | COM | 235825205 | $16.0M | 675,000 | 44.1% |
| Arconic Corporation(ARNC1EUR) | COM | 03966V107 | $18.5K | 520,000 | 0.1% |
| Chemours Co(CC) | COM | 163851108 | $16.2K | 465,000 | 0.0% |
| Rice Acquisition Corp | COM CL A | 762594109 | $14.6K | 810,000 | 0.0% |
| Atlas AIR Worldwide Hldgs in(AAWWUSD) | COM NEW | 049164205 | $13.6K | 200,000 | 0.0% |
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $13.4K | 260,000 | 0.0% |
| Mosaic Co New(MOS) | COM | 61945C103 | $13.1K | 410,000 | 0.0% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $11.8K | 80,000 | 0.0% |
| Resolute FST Prods Inc(RFPUSD) | COM | 76117W109 | $10.5K | 860,000 | 0.0% |
| Sunrun Inc(RUN) | COM | 86771W105 | $558 | 10,000 | 0.0% |