Q4 2022 Holdings
Filed 2023-01-18 | 7 holdings | $26.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Calumet Specialty Prods Part | UT LTD PARTNER | 131476103 | $13.5M | 801,055 | 51.4% |
| KKR & Co Inc(KKR) | COM | 48251W104 | $4.0M | 86,155 | 15.2% |
| Eneti Inc | COM | Y2294C107 | $2.6M | 255,973 | 9.8% |
| Esab Corporation(ESAB) | COM | 29605J106 | $2.3M | 48,800 | 8.7% |
| IAC Inc(IAC) | COM NEW | 44891N208 | $1.7M | 39,051 | 6.6% |
| Enovis Corporation(ENOV) | COM | 194014502 | $1.4M | 25,600 | 5.2% |
| Frontline LTD(FRO) | SHS NEW | G3682E192 | $818.3K | 67,404 | 3.1% |