Q3 2024 Holdings
Filed 2024-11-13 | 5 holdings | $246.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alpha Metallurgical Resour I(AMR) | COM | 020764106 | $113.3M | 479,698 | 45.9% |
| Consol Energy Inc New(CEIXEUR) | COM | 20854L108 | $80.6M | 770,642 | 32.7% |
| Warrior MET Coal Inc(HCC) | COM | 93627C101 | $44.6M | 698,407 | 18.1% |
| Arch Resources Inc(ARCH1USD) | CL A | 03940R107 | $4.3M | 31,002 | 1.7% |
| Danaos Corporation(DAC) | SHS | Y1968P121 | $4.0M | 46,590 | 1.6% |