Q4 2023 Holdings
Filed 2024-02-14 | 4 holdings | $248.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alpha Metallurgical Resour I(AMR) | COM | 020764106 | $133.6M | 394,313 | 53.9% |
| Arch Resources Inc(ARCH1USD) | CL A | 03940R107 | $39.0M | 234,994 | 15.7% |
| Warrior MET Coal Inc(HCC) | COM | 93627C101 | $38.4M | 629,712 | 15.5% |
| Consol Energy Inc New(CEIXEUR) | COM | 20854L108 | $37.1M | 369,007 | 15.0% |