Holdings
| AMR ALPHA METALLURGICAL RESOURCE | $59.6M | 81.2% | 362,649 | +362,649 | — | New |
| CEIXEUR CONSOL ENERGY INC | $13.8M | 18.8% | 203,474 | +203,474 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| MU MICRON TECHNOLOGY INC | 1,592,134 | $96.1M |
| BN BROOKFIELD CORP | 772,579 | $25.2M |
| SRG SERITAGE GROWTH PROP- A | 3,375 | $27K |
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.