Q4 2017 Holdings
Filed 2018-02-13 | 6 holdings | $167.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $38.0K | 220,000 | 22.7% |
| Martin Marietta Matls Inc(MLM) | COM | 573284106 | $37.6K | 170,000 | 22.4% |
| Range RES Corp(RRC) | COM | 75281A109 | $31.6K | 1,855,000 | 18.9% |
| Vulcan Matls Co(VMC) | COM | 929160109 | $28.2K | 220,000 | 16.9% |
| Westrock Co(WRKUSD) | COM | 96145D105 | $16.4K | 259,400 | 9.8% |
| EQT Corp(EQT) | COM | 26884L109 | $15.7K | 275,000 | 9.3% |