Holdings
| HCC WARRIOR MET COAL INC | $85.9M | 36.6% | 1,799,580 | +94,910 | +5.6% | Added |
| VAL VALARIS LTD | $56.0M | 23.9% | 1,427,564 | +1,427,564 | — | New |
| AMR ALPHA METALLURGICAL RESOURCE | $51.9M | 22.1% | 414,616 | −72,635 | −14.9% | Reduced |
| NE NOBLE CORP PLC | $41.0M | 17.4% | 1,728,744 | +1,728,744 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CEIXEUR CONSOL ENERGY INC | 594,950 | $63.5M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.