Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VALARIS LTD(VAL) | 0 | 1,427,564 | +1,427,564 | 0 | 56,046 | 23.87% | +56,046 |
| NOBLE CORP PLC(NE) | 0 | 1,728,744 | +1,728,744 | 0 | 40,971 | 17.45% | +40,971 |
| WARRIOR MET COAL INC(HCC) | 1,704,670 | 1,799,580 | +94,910 | 92,461 | 85,876 | 36.57% | -6,585 |
| ALPHA METALLURGICAL RESOUR I | 487,251 | 414,616 | -72,635 | 97,509 | 51,931 | 22.11% | -45,578 |
| CONSOL ENERGY INC NEW | 594,950 | 0 | -594,950 | 63,469 | 0 | — | -63,469 |