Q1 2018 Holdings
Filed 2018-05-15 | 6 holdings | $108.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $22.3K | 130,000 | 20.5% |
| Martin Marietta Matls Inc(MLM) | COM | 573284106 | $21.8K | 105,383 | 20.1% |
| Range RES Corp(RRC) | COM | 75281A109 | $21.5K | 1,478,083 | 19.8% |
| EQT Corp(EQT) | COM | 26884L109 | $17.8K | 375,000 | 16.4% |
| Westrock Co(WRKUSD) | COM | 96145D105 | $15.0K | 234,164 | 13.8% |
| Vulcan Matls Co(VMC) | COM | 929160109 | $10.3K | 90,000 | 9.4% |