Q3 2023 Holdings
Filed 2023-10-05 | 6 holdings | $115.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alpha Metallurgical Resour I(AMR) | COM | 020764106 | $64.9M | 250,000 | 56.2% |
| Teck Resources LTD(TECK) | CL B | 878742204 | $43.1M | 1,000,000 | 37.3% |
| Biontech SE(BNTX) | SPONSORED ADS | 09075V102 | $5.4M | 50,000 | 4.7% |
| Shell PLC(SHEL) | SPON ADS | 780259305 | $1.6M | 25,000 | 1.4% |
| BP PLC(BP) | SPONSORED ADR | 055622104 | $387.2K | 10,000 | 0.3% |
| Epsilon Energy LTD(EPSN) | COM | 294375209 | $52.8K | 10,000 | 0.0% |