Holdings
| AMR ALPHA METALLURGICAL RESOURCE | $133.6M | 53.9% | 394,313 | −47,197 | −10.7% | Reduced |
| ARCH1USD ARCH RESOURCES INC | $39.0M | 15.7% | 234,994 | +156,756 | +200.4% | Added |
| HCC WARRIOR MET COAL INC | $38.4M | 15.5% | 629,712 | +629,712 | — | New |
| CEIXEUR CONSOL ENERGY INC | $37.1M | 15.0% | 369,007 | −27,563 | −7.0% | Reduced |
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.