Q4 2022 Holdings
Filed 2023-02-03 | 5 holdings | $45.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Antero Resources Corp(AR) | COM | 03674X106 | $11.6M | 375,000 | 25.6% |
| Golar LNG LTD(GLNG) | SHS | G9456A100 | $10.9M | 480,000 | 24.1% |
| Tidewater Inc New(TDW) | COM | 88642R109 | $9.8M | 265,000 | 21.5% |
| Chesapeake Energy Corp(EXE) | COM | 165167735 | $8.4M | 89,000 | 18.5% |
| New Fortress Energy Inc(NFE) | COM CL A | 644393100 | $4.7M | 110,000 | 10.3% |