Q1 2024 Holdings
Filed 2024-04-29 | 7 holdings | $171.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| New Fortress Energy Inc(NFE) | COM CL A | 644393100 | $60.2M | 1,969,453 | 35.2% |
| Teck Resources LTD(TECK) | CL B | 878742204 | $24.8M | 542,190 | 14.5% |
| Constellium SE(CSTM) | CL A SHS | F21107101 | $22.8M | 1,033,040 | 13.4% |
| Green Plains Inc(GPRE) | COM | 393222104 | $22.2M | 960,752 | 13.0% |
| Phinia Inc(PHIN) | COMMON STOCK | 71880K101 | $19.7M | 512,895 | 11.5% |
| Transocean LTD(RIG) | REGISTERED SHS | H8817H100 | $14.5M | 2,314,348 | 8.5% |
| Antero Resources Corp(AR) | COM | 03674X106 | $6.6M | 229,215 | 3.9% |