Holdings
| HCC WARRIOR MET COAL INC | $168.7M | 39.9% | 1,810,831 | +11,000 | +0.6% | Added |
| RIG TRANSOCEAN LTD | $135.2M | 32.0% | 20,392,672 | −6,647,461 | −24.6% | Reduced |
| AMR ALPHA METALLURGICAL RESOURCE | $119.0M | 28.1% | 579,738 | +36,738 | +6.8% | Added |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| VAL VALARIS LTD | 459,098 | $23.1M |
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.