Holdings
| AMR ALPHA METALLURGICAL RESOURCE | $113.3M | 45.9% | 479,698 | +30,738 | +6.8% | Added |
| CEIXEUR CONSOL ENERGY INC | $80.6M | 32.7% | 770,642 | +598,604 | +347.9% | Added |
| HCC WARRIOR MET COAL INC | $44.6M | 18.1% | 698,407 | +226,888 | +48.1% | Added |
| ARCH1USD ARCH RESOURCES INC | $4.3M | 1.7% | 31,002 | −361,386 | −92.1% | Reduced |
| DAC DANAOS CORP | $4.0M | 1.6% | 46,590 | +46,590 | — | 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.