Q2 2016 Holdings
Filed 2016-08-15 | 13 holdings | $204.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ashland Inc New | COM | 044209104 | $31.0K | 270,100 | 15.1% |
| Suncor Energy Inc New(SU) | COM | 867224107 | $23.5K | 850,000 | 11.5% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $19.9K | 140,000 | 9.7% |
| F M C Corp(FMC) | COM NEW | 302491303 | $19.4K | 419,204 | 9.5% |
| Southern Copper Corp(SCCO) | COM | 84265V105 | $18.2K | 675,000 | 8.9% |
| BP PLC(BP) | SPONSORED ADR | 055622104 | $17.8K | 500,000 | 8.7% |
| Vaneck Vectors ETF TR(GDX) | GOLD MINERS ETF | 92189F106 | $16.6K | 600,000 | 8.1% |
| Interoil Corp | COM | 460951106 | $13.0K | 289,800 | 6.4% |
| Huntsman Corp(HUN) | COM | 447011107 | $13.0K | 962,915 | 6.3% |
| BHP Billiton LTD(BHP) | SPONSORED ADR | 088606108 | $11.4K | 400,000 | 5.6% |
| Westlake Chem Corp(WLK) | COM | 960413102 | $11.2K | 261,937 | 5.5% |
| Olin Corp(OLN) | COM PAR $1 | 680665205 | $8.7K | 350,000 | 4.2% |
| AU Optronics Corp(AUOUSD) | SPONSORED ADR | 002255107 | $1.1K | 310,000 | 0.5% |