Holdings
| HCC WARRIOR MET COAL INC | $82.5M | 30.4% | 1,799,745 | +165 | +0.0% | Added |
| VAL VALARIS LTD | $79.3M | 29.2% | 1,883,777 | +456,213 | +32.0% | Added |
| AMR ALPHA METALLURGICAL RESOURCE | $51.8M | 19.1% | 460,327 | +45,711 | +11.0% | Added |
| NE NOBLE CORP PLC | $45.9M | 16.9% | 1,728,744 | — | — | Held |
| AN AUTONATION INC | $12.1M | 4.5% | 61,000 | +61,000 | — | New |
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.