Q2 2024 Holdings
Filed 2024-08-13 | 4 holdings | $232.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alpha Metallurgical Resour I(AMR) | COM | 020764106 | $125.9M | 448,960 | 54.1% |
| Arch Resources Inc(ARCH1USD) | CL A | 03940R107 | $59.7M | 392,388 | 25.7% |
| Warrior MET Coal Inc(HCC) | COM | 93627C101 | $29.6M | 471,519 | 12.7% |
| Consol Energy Inc New(CEIXEUR) | COM | 20854L108 | $17.6M | 172,038 | 7.5% |