Q2 2023 Holdings
Filed 2023-08-14 | 4 holdings | $67.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ramaco RES Inc(METC) | COM CL A | 75134P600 | $47.3M | 5,609,440 | 70.1% |
| Ramaco RES Inc(METCB) | COM CL B | 75134P501 | $11.9M | 1,121,888 | 17.6% |
| Southwestern Energy Co(SWN1EUR) | COM | 845467109 | $7.7M | 1,285,438 | 11.4% |
| Sitio Royalties Corp(SB9) | CLASS A COM | 82983N108 | $557.7K | 21,230 | 0.8% |