Q4 2025 Holdings
Filed 2026-02-17 | 4 holdings | $77.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ramaco Resources Inc(METC) | COM CL A | 75134P600 | $45.1M | 2,502,930 | 58.2% |
| Epsilon Energy Ltd(EPSN) | COM | 294375209 | $12.3M | 2,656,705 | 15.9% |
| Riley Exploration Permian Inc(REPX) | COM | 76665T102 | $10.3M | 390,860 | 13.3% |
| Ramaco Resources Inc(METCB) | COM CL B | 75134P501 | $9.7M | 827,876 | 12.6% |