Q2 2023 Holdings
Filed 2023-08-14 | 4 holdings | $76.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cheniere Energy Inc(LNG) | COM NEW | 16411R208 | $36.1M | 236,908 | 47.2% |
| New Fortress Energy Inc(NFE) | COM CL A | 644393100 | $17.2M | 642,099 | 22.5% |
| Li-Cycle Holdings Corp(LICYUSD) | COMMON SHARES | 50202P105 | $14.9M | 2,676,758 | 19.4% |
| Enviva Inc(EVAUSD) | COM | 29415B103 | $8.3M | 763,310 | 10.8% |