Q2 2017 Holdings
Filed 2017-08-10 | 7 holdings | $210.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Martin Marietta Matls Inc(MLM) | COM | 573284106 | $35.6K | 160,000 | 16.9% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $35.1K | 220,000 | 16.7% |
| Range RES Corp(RRC) | COM | 75281A109 | $34.8K | 1,500,000 | 16.5% |
| Rice Energy Inc | COM | 762760106 | $33.5K | 1,257,600 | 15.9% |
| Vulcan Matls Co(VMC) | COM | 929160109 | $25.3K | 200,000 | 12.0% |
| EQT Corp(EQT) | COM | 26884L109 | $23.4K | 400,000 | 11.1% |
| Westrock Co(WRKUSD) | COM | 96145D105 | $22.7K | 400,000 | 10.8% |