Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| WESCO INTL INC(WCC) | 0 | 127,334 | +127,334 | 0 | 22,887 | 14.39% | +22,887 |
| XPO INC(XPO) | 0 | 98,147 | +98,147 | 0 | 10,514 | 6.61% | +10,514 |
| TRANSOCEAN LTD(RIG) | 2,314,348 | 4,139,392 | +1,825,044 | 14,534 | 23,346 | 14.68% | +8,812 |
| CONSTELLIUM SE(CSTM) | 1,033,040 | 1,446,645 | +413,605 | 22,841 | 29,222 | 18.38% | +6,382 |
| GREEN PLAINS INC(GPRE) | 960,752 | 1,343,269 | +382,517 | 22,213 | 22,406 | 14.09% | +193 |
| ANTERO RESOURCES CORP(AR) | 229,215 | 0 | -229,215 | 6,647 | 0 | — | -6,647 |
| NEW FORTRESS ENERGY INC(NFE) | 1,969,453 | 2,203,824 | +234,371 | 60,246 | 50,622 | 31.84% | -9,624 |
| PHINIA INC(PHIN) | 512,895 | 0 | -512,895 | 19,711 | 0 | — | -19,711 |
| TECK RESOURCES LTD(TECK) | 542,190 | 0 | -542,190 | 24,821 | 0 | — | -24,821 |