Q4 2021 Holdings
Filed 2022-02-07 | 13 holdings | $15.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dana Inc(DAN) | COM | 235825205 | $15.4M | 675,000 | 99.1% |
| Atlas AIR Worldwide Hldgs in(AAWWUSD) | COM NEW | 049164205 | $18.8K | 200,000 | 0.1% |
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $18.4K | 260,000 | 0.1% |
| Arconic Corporation(ARNC1EUR) | COM | 03966V107 | $17.2K | 520,000 | 0.1% |
| Mosaic Co New(MOS) | COM | 61945C103 | $16.1K | 410,000 | 0.1% |
| Chemours Co(CC) | COM | 163851108 | $15.6K | 465,000 | 0.1% |
| Archaea Energy Inc(LFG1USD) | COM CL A | 03940F103 | $14.8K | 810,000 | 0.1% |
| Resolute FST Prods Inc(RFPUSD) | COM | 76117W109 | $13.1K | 860,000 | 0.1% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $12.1K | 80,000 | 0.1% |
| Golar LNG LTD(GLNG) | SHS | G9456A100 | $7.6K | 615,000 | 0.0% |
| Kaiser Aluminum Corp(KALU) | COM PAR $0.01 | 483007704 | $7.6K | 81,000 | 0.0% |
| LSB Inds Inc(LXU) | COM | 502160104 | $5.7K | 520,000 | 0.0% |
| Sunrun Inc(RUN) | COM | 86771W105 | $343 | 10,000 | 0.0% |