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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DAUCH CORP | $26.4M | 4420000 | 23.08% |
| 2 | GREEN PLAINS INC | $17.3M | 1064611 | 15.13% |
| 3 | CONSTELLIUM SE | $13.5M | 494400 | 11.83% |
| 4 | SELECT WATER SOLUTIONS INC | $13.2M | 880230 | 11.51% |
| 5 | AMRIZE LTD | $10.3M | 184125 | 8.99% |
| 6 | PEABODY ENGR CORP | $7.9M | 239800 | 6.91% |
| 7 | WESCO INTL INC | $7.0M | 24950 | 6.13% |
| 8 | LITHIUM AMERS CORP NEW | $6.8M | 1710300 | 5.91% |
| 9 | SOLSTICE ADVANCED MATLS INC | $6.3M | 80400 | 5.48% |
| 10 | L3HARRIS TECHNOLOGIES INC | $5.8M | 16270 | 5.04% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.