Q4 2022 Holdings
Filed 2023-02-08 | 3 holdings | $152.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Kimbell RTY Partners LP(KRP) | UNIT | 49435R102 | $75.8M | 4,541,914 | 49.9% |
| Southwestern Energy Co(SWN1EUR) | COM | 845467109 | $43.4M | 7,423,544 | 28.6% |
| Earthstone Energy Inc(ESTEEUR) | CL A | 27032D304 | $32.8M | 2,303,000 | 21.6% |