Q2 2024 Holdings
Filed 2024-08-14 | 4 holdings | $115.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Teck Resources LTD CL B(TECK) | COM | 878742204 | $41.0M | 856,521 | 35.4% |
| Freeport-Mcmoran Inc CL B(FCX) | COM | 35671D857 | $35.1M | 721,659 | 30.3% |
| Southwestern Energy Co COM(SWN1EUR) | COM | 845467109 | $20.0M | 2,974,605 | 17.3% |
| Chesapeake Energy Corp COM(EXE) | COM | 165167735 | $19.8M | 240,500 | 17.1% |