Q2 2015 Holdings
Filed 2015-08-13 | 6 holdings | $212.5K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2015-09-15) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mosaic Co New(MOS) | COM | 61945C103 | $174.6K | 3,726,945 | 82.2% |
| Intrepid Potash Inc | COM | 46121Y102 | $23.9K | 2,000,000 | 11.2% |
| Scorpio Tankers Inc(STNG) | COM | Y7542C106 | $6.0K | 591,700 | 2.8% |
| Fmsa Hldgs IncA | COM | 30255X106 | $4.6K | 555,700 | 2.1% |
| Cascade Microtech Inc | COM | 147322101 | $2.5K | 167,287 | 1.2% |
| Ardmore Shipping Corp(ASC) | COM | Y0207T100 | $985 | 81,300 | 0.5% |