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CIK 0001980739 • 5 13F filings • May 15, 2026 – Aug 14, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALMONTY INDS INC | COM NEW | $617K | 0.2% | 70,000 SH | New |
| ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | $1.4M | 0.4% | 30,099 SH | New |
| ATI INC | COM | $1.7M | 0.4% | 15,000 SH | New |
| BOEING CO | COM | $3.3M | 0.8% | 15,008 SH | New |
| CORE NATURAL RESOURCES INC | COM SHS | $7.9M | 2.1%Prev: 1.5% | 89,187 SH | Increased+34,187 SH |
| DARLING INGREDIENTS INC | COM | $666K | 0.2% | 18,508 SH | New |
| DUPONT DE NEMOURS INC | COM | $5.5M | 1.4% | 137,885 SH | New |
| ENERGY FUELS INC | COM NEW | $2.0M | 0.5% | 140,000 SH | New |
| FEDEX CORP | COM | $2.7M | 0.7%Prev: 0.5% | 9,500 SH | Increased+4,761 SH |
| FIRST SOLAR INC | COM | $682K | 0.2% | 2,609 SH | New |
| FLOWSERVE CORP | COM | $3.5M | 0.9% | 50,149 SH | New |
| FREEPORT-MCMORAN INC | CL B | $4.5M | 1.2% | 88,618 SH | New |
| HALLADOR ENERGY COMPANY | COM | $2.1M | 0.5%Prev: 8.0% | 111,095 SH | Decreased-1,251,141 SH |
| HUT 8 CORP | COM | $8.9M | 2.3%Prev: 2.6% | 193,464 SH | Increased+127,336 SH |
| IDAHO STRATEGIC RESOURCES | COM NEW | $403K | 0.1% | 10,000 SH | New |
| INGEVITY CORP | COM | $7.0M | 1.8%Prev: 1.2% | 118,889 SH | Increased+70,816 SH |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | $1.0M | 0.3% | 20,000 SH | New |
| METHANEX CORP | COM | $6.6M | 1.7% | 165,116 SH | New |
| MOSAIC CO NEW | COM | $5.6M | 1.5% | 233,021 SH | New |
| NIOCORP DEVS LTD | COM NEW | $4.5M | 1.2% | 840,000 SH | New |
| PERPETUA RESOURCES CORP | COM | $2.2M | 0.6% | 89,369 SH | New |
| QNITY ELECTRONICS INC | COMMON STOCK | $6.1M | 1.6% | 75,231 SH | New |
| RAMACO RES INC | COM CL A | $48.7M | 12.7%Prev: 23.2% | 2,705,547 SH | Decreased-2,496,861 SH |
| SIGMA LITHIUM CORPORATION | COM | $29.5M | 7.7%Prev: 22.9% | 2,238,077 SH | Decreased-3,125,710 SH |
| SOLSTICE ADVANCED MATLS INC | COM SHS | $4.0M | 1.1% | 83,207 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $204.6M | 53.2% | 300,000 SH | New |
| SUNRUN INC | COM | $3.3M | 0.9%Prev: 7.3% | 181,153 SH | Decreased-1,429,993 SH |
| SYLVAMO CORP | COMMON STOCK | $4.0M | 1.0% | 82,157 SH | New |
| T1 ENERGY INC | COM NEW | $4.5M | 1.2% | 674,080 SH | New |
| UNITED STATES ANTIMONY CORP | COM | $904K | 0.2% | 180,000 SH | New |
| UR-ENERGY INC | COM | $28K | 0.0% | 20,069 SH | New |
| USA RARE EARTH INC | COM | $2.2M | 0.6% | 183,000 SH | New |
| VITAL FARMS INC | COM | $3.5M | 0.9% | 109,948 SH | New |
| WERNER ENTERPRISES INC | COM | $510K | 0.1% | 17,000 SH | New |
| 13F-HR/A |
| 0001980739-26-000004 |
| $261.2M |
| View |