Q1 2024 Holdings
Filed 2024-05-14 | 4 holdings | $215.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alpha Metallurgical Resour I(AMR) | COM | 020764106 | $133.9M | 404,357 | 62.1% |
| Consol Energy Inc New(CEIXEUR) | COM | 20854L108 | $30.7M | 366,007 | 14.2% |
| Warrior MET Coal Inc(HCC) | COM | 93627C101 | $28.6M | 470,763 | 13.2% |
| Arch Resources Inc(ARCH1USD) | CL A | 03940R107 | $22.6M | 140,308 | 10.5% |