Holdings
| HCC WARRIOR MET COAL INC | $141.5M | 43.3% | 1,744,050 | −66,781 | −3.7% | Reduced |
| RIG TRANSOCEAN LTD | $99.7M | 30.5% | 20,398,659 | +5,987 | +0.0% | Added |
| AMR ALPHA METALLURGICAL RESOURCE | $85.3M | 26.1% | 517,194 | −62,544 | −10.8% | Reduced |
| KSPI JSC KASPI.KZ ADR | $147K | 0.0% | 1,702 | +1,702 | — | 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.