Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2023 ▲▼ | Q3 2023 ▲▼ | Change ▲▼ | Q2 2023 ▲▼ | Q3 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PHINIA INC(PHIN) | 0 | 617,815 | +617,815 | 0 | 16,551 | 8.01% | +16,551 |
| TRANSOCEAN LTD(RIG) | 1,242,875 | 1,964,027 | +721,152 | 8,713 | 16,125 | 7.80% | +7,412 |
| CONSTELLIUM SE(CSTM) | 869,715 | 1,171,215 | +301,500 | 14,959 | 21,316 | 10.32% | +6,357 |
| XPO INC(XPO) | 232,771 | 240,211 | +7,440 | 13,733 | 17,934 | 8.68% | +4,201 |
| EQT CORP(EQT) | 0 | 100,000 | +100,000 | 0 | 4,058 | 1.96% | +4,058 |
| NEW FORTRESS ENERGY INC | 1,370,253 | 1,212,253 | -158,000 | 36,695 | 39,738 | 19.23% | +3,042 |
| GREEN PLAINS INC(GPRE) | 438,106 | 513,206 | +75,100 | 14,125 | 15,448 | 7.48% | +1,323 |
| TECK RESOURCES LTD(TECK) | 1,090,692 | 872,492 | -218,200 | 45,918 | 37,596 | 18.20% | -8,322 |
| ANTERO RESOURCES CORP(AR) | 2,005,859 | 1,491,196 | -514,663 | 46,195 | 37,847 | 18.32% | -8,348 |