Holdings
| AMR ALPHA METALLURGICAL RESOURCE | $97.5M | 38.5% | 487,251 | +7,553 | +1.6% | Added |
| HCC WARRIOR MET COAL INC | $92.5M | 36.5% | 1,704,670 | +1,006,263 | +144.1% | Added |
| CEIXEUR CONSOL ENERGY INC | $63.5M | 25.0% | 594,950 | −175,692 | −22.8% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| ARCH1USD ARCH RESOURCES INC | 31,002 | $4.3M |
| DAC DANAOS CORP | 46,590 | $4.0M |
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.