Holdings
| HCC WARRIOR MET COAL INC | $158.7M | 39.5% | 1,799,831 | — | — | Held |
| RIG TRANSOCEAN LTD | $111.7M | 27.8% | 27,040,133 | +2,597,801 | +10.6% | Added |
| AMR ALPHA METALLURGICAL RESOURCE | $108.5M | 27.0% | 543,000 | +11,000 | +2.1% | Added |
| VAL VALARIS LTD | $23.1M | 5.8% | 459,098 | −607,157 | −56.9% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| NE NOBLE CORP PLC | 239,000 | $6.8M |
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.