Q1 2023 Holdings
Filed 2023-04-14 | 4 holdings | $481.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Riley Exploration Permian in(REPX) | COM | 76665T102 | $198.7M | 5,221,767 | 41.3% |
| Evergy Inc(EVRG) | COM | 30034W106 | $162.4M | 2,657,473 | 33.8% |
| NRG Energy Inc(NRG) | COM NEW | 629377508 | $114.5M | 3,338,510 | 23.8% |
| Verde Clean Fuels Inc(VGAS) | CLASS A COM | 923372106 | $5.4M | 800,000 | 1.1% |