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CIK 0001847935 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANSIX INC | COM | $1.3M | 0.6% | 75,000 SH | New |
| CAMECO CORP | COM | $24.5M | 11.8%Prev: 7.1% | 267,461 SH | Increased+50,000 SH |
| CELANESE CORP DEL | COM | $8.0M | 3.9% | 190,000 SH | New |
| DAQO NEW ENERGY CORP | SPNSRD ADS NEW | $5.4M | 2.6%Prev: 5.1% | 182,603 SH | Decreased-285,000 SH |
| DENISON MINES CORP | COM | $16.2M | 7.8%Prev: 4.7% | 6,100,000 SH | Increased+1,699,338 SH |
| HONEYWELL INTL INC | COM | $7.6M | 3.7% | 39,000 SH | New |
| JINKOSOLAR HLDG CO LTD | SPONSORED ADR | $8.7M | 4.2%Prev: 6.3% | 336,877 SH | Decreased-340,000 SH |
| NEXGEN ENERGY LTD | COM | $34.4M | 16.6%Prev: 14.6% | 3,737,817 SH | Decreased-450,000 SH |
| SEADRILL LTD | COM | $7.6M | 3.7%Prev: 3.2% | 220,000 SH | Decreased-55,000 SH |
| SOLSTICE ADVANCED MATLS INC | COM SHS | $16.8M | 8.1% | 345,000 SH | New |
| SPROTT FDS TR | URANIUM MINERS E | $16.6M | 8.0%Prev: 11.5% | 303,171 SH | Decreased-186,829 SH |
| TIDEWATER INC NEW | COM | $9.8M | 4.7%Prev: 4.0% | 193,589 SH | Decreased |
| TRANSOCEAN LTD | REGISTERED SHS | $17.6M | 8.5%Prev: 4.0% | 4,250,000 SH | Increased+955,000 SH |
| TRONOX HOLDINGS PLC | SHS | $2.8M | 1.4% | 675,000 SH | New |
| UR-ENERGY INC | COM | $13.8M | 6.6%Prev: 9.1% | 9,900,000 SH | Decreased-3,150,000 SH |
| VALARIS LTD | CL A | $16.6M | 8.0%Prev: 5.3% | 330,000 SH | Increased+50,000 SH |
| 13F-HR |
| 0001214659-26-010373 |
| $97.2M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001214659-25-012220 | $152.5M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001214659-26-006460 | $244.6M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001214659-25-007825 | $136.5M | View |