Q2 2020 Holdings
Filed 2020-07-09 | 11 holdings | $25.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Antero RES Corp(AR) | COM | 03674X106 | $25.1M | 9,904,385 | 99.4% |
| China Yuchai Intl LTD(CYD) | COM | G21082105 | $55.7K | 3,876,523 | 0.2% |
| Genworth Financial Inc(GNW) | COM | 37247D106 | $19.6K | 8,481,117 | 0.1% |
| Renesola Ltd-Spon | ADR | 75971T103 | $16.1K | 14,094,735 | 0.1% |
| Gulfport Energy Corp | COM | 402635304 | $12.8K | 11,703,239 | 0.1% |
| Antero Midstream Corp(AM) | COM | 03676B102 | $12.0K | 2,348,868 | 0.0% |
| Veon LTD | ADS | 92719A106 | $8.0K | 4,425,578 | 0.0% |
| Turquoise Hill Resources | COM | 900435108 | $7.5K | 10,202,580 | 0.0% |
| Noble Corp PLC | COM | G65422100 | $4.0K | 12,321,077 | 0.0% |
| Valaris PLC Class A | COM | G9402V109 | $3.2K | 4,881,657 | 0.0% |
| Tupperware Brands Corp(TUP) | COM | 899896104 | $2.4K | 500,000 | 0.0% |