Q4 2024 Holdings
Filed 2025-02-13 | 5 holdings | $270.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alpha Metallurgical Resour I(AMR) | COM | 020764106 | $121.2M | 605,449 | 44.8% |
| Daqo New Energy Corp(DQ) | SPNSRD ADS NEW | 23703Q203 | $115.0M | 5,916,202 | 42.5% |
| Bleichroeder Acquisition COR | UNIT 99/99/9999 | G1169T120 | $20.1M | 2,000,000 | 7.4% |
| Freightcar Amer Inc(RAIL) | COM | 357023100 | $14.2M | 1,583,533 | 5.2% |
| 23Andme Holding Co | CL A NEW | 90318Q306 | $158.0K | 48,622 | 0.1% |