Holdings
| HCC WARRIOR MET COAL INC | $114.5M | 34.0% | 1,799,831 | +86 | +0.0% | Added |
| AMR ALPHA METALLURGICAL RESOURCE | $87.3M | 25.9% | 532,000 | +71,673 | +15.6% | Added |
| RIG TRANSOCEAN LTD | $76.3M | 22.6% | 24,442,332 | +24,442,332 | — | New |
| VAL VALARIS LTD | $52.0M | 15.4% | 1,066,255 | −817,522 | −43.4% | Reduced |
| NE NOBLE CORP PLC | $6.8M | 2.0% | 239,000 | −1,489,744 | −86.2% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| AN AUTONATION INC | 61,000 | $12.1M |
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.