Q1 2024 Holdings
Filed 2024-05-15 | 7 holdings | $383.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alpha Metallurgical Resour I(AMR) | COM | 020764106 | $200.5M | 605,449 | 52.3% |
| Daqo New Energy Corp(DQ) | SPNSRD ADS NEW | 23703Q203 | $133.3M | 4,735,329 | 34.8% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $26.6M | 368,042 | 6.9% |
| Mach Natural Resources LP(MNR) | COM UNIT LTD PAR | 55445L100 | $15.7M | 815,215 | 4.1% |
| Freightcar Amer Inc(RAIL) | COM | 357023100 | $6.1M | 1,583,533 | 1.6% |
| Stronghold Digital Mining in | CLASS A COM | 86337R202 | $648.3K | 156,224 | 0.2% |
| Invesco Exch Traded FD TR II(CQQQ) | CHINA TECHNLGY | 46138E800 | $641.0K | 20,000 | 0.2% |