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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | STAR GROUP LP | $41.8M | 3400907 | 8.95% |
| 2 | VENTURE GLOBAL INC | $27.4M | 1739221 | 5.87% |
| 3 | OVINTIV INC | $26.9M | 452446 | 5.76% |
| 4 | HUDSON TECHNOLOGIES INC | $22.3M | 3800000 | 4.79% |
| 5 | CHENIERE ENERGY INC | $22.2M | 78069 | 4.75% |
| 6 | CENOVUS ENERGY INC | $20.9M | 790000 | 4.48% |
| 7 | GLOBAL PARTNERS LP | $18.6M | 441755 | 3.99% |
| 8 | TEEKAY TANKERS LTD | $13.6M | 185462 | 2.91% |
| 9 | METHANEX CORP | $12.8M | 214859 | 2.74% |
| 10 | CORE NATURAL RESOURCES INC | $11.0M | 104829 | 2.35% |
| 11 | IAMGOLD CORP | $10.8M | 571480 | 2.30% |
| 12 | OWENS CORNING NEW | $10.7M | 98691 | 2.29% |
| 13 | STATE STR SPDR S&P 500 ETF T | $8.7M | 13360 | 1.86% |
| 14 | PRECISION DRILLING CORP | $8.1M | 82500 | 1.74% |
| 15 | ARDMORE SHIPPING CORP | $7.9M | 515000 | 1.68% |
| 16 | NRG ENERGY INC | $6.7M | 46000 | 1.44% |
| 17 | SCHMID GROUP N.V. | $6.5M | 1237500 | 1.39% |
| 18 | KINROSS GOLD CORP | $5.8M | 191000 | 1.25% |
| 19 | ZIM INTEGRATED SHIPPING SERV | $5.3M | 200000 | 1.13% |
| 20 | LAFAYETTE ACQUISITION CORP | $5.0M | 497563 | 1.06% |
| 21 | SEADRILL LTD | $4.9M | 107300 | 1.05% |
| 22 | NAVIGATOR HLDGS LTD | $4.7M | 241473 | 1.00% |
| 23 | BAYTEX ENERGY CORP | $4.5M | 1000000 | 0.96% |
| 24 | BARRICK MNG CORP | $4.3M | 106000 | 0.93% |
| 25 | DIAMONDBACK ENERGY INC | $4.3M | 21524 | 0.91% |
| 26 | VISTRA CORP | $4.0M | 26500 | 0.85% |
| 27 | SIBANYE STILLWATER LTD | $3.9M | 316750 | 0.84% |
| 28 | RF ACQUISITION CORP III | $3.8M | 380000 | 0.81% |
| 29 | STAR BULK CARRIERS CORP. | $3.4M | 150000 | 0.74% |
| 30 | COTERRA ENERGY INC | $3.3M | 94000 | 0.71% |
| 31 | EXPAND ENERGY CORPORATION | $3.2M | 28959 | 0.68% |
| 32 | VIPER ENERGY INC | $3.2M | 67599 | 0.68% |
| 33 | ALCOA CORP | $3.2M | 47500 | 0.68% |
| 34 | EQUINOX GOLD CORP | $2.9M | 204000 | 0.63% |
| 35 | CENTURY ALUM CO | $2.9M | 50000 | 0.63% |
| 36 | ENERGY TRANSFER L P | $2.9M | 150000 | 0.62% |
| 37 | LOEWS CORP | $2.8M | 26100 | 0.60% |
| 38 | BLUE MOON METALS INC | $2.7M | 420000 | 0.58% |
| 39 | SHELL PLC | $2.5M | 26500 | 0.53% |
| 40 | RICE ACQUISITION CORP 3 | $2.4M | 240000 | 0.51% |
| 41 | TALEN ENERGY CORP | $2.4M | 7500 | 0.51% |
| 42 | DARLING INGREDIENTS INCCALL | $2.2M | 6500 | 0.48% |
| 43 | BUNGE GLOBAL SA | $2.2M | 17000 | 0.46% |
| 44 | COEUR MNG INC | $2.2M | 115000 | 0.46% |
| 45 | CENTERRA GOLD INC | $2.1M | 120000 | 0.46% |
| 46 | ARCHER DANIELS MIDLAND CO | $2.0M | 28000 | 0.44% |
| 47 | SELECT SECTOR SPDR TR | $2.0M | 40400 | 0.43% |
| 48 | SSR MINING IN | $1.8M | 60000 | 0.38% |
| 49 | MPLX LP | $1.7M | 30000 | 0.37% |
| 50 | TSAKOS ENERGY NAVIGATION LTD | $1.7M | 43000 | 0.36% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.