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CIK 0001279151 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX | IPATH S&P 500 SH | $777K | 0.3% | 15,100 SH | |
| BATTALION OIL CORPORATION | COM | $8.0M | 2.6% | 6,151,448 SH | |
| BERRY GLOBAL GROUP INC | COM | $6.5M | 2.1% | 92,983 SH | |
| CALL/CC @ 22 EXP 04/17/2025 | CALL | $3.5M | 1.2% | 261,200 SH | |
| CHEMOURS COMPANY (THE) | COM | $25.7M | 8.5% | 1,902,574 SH | |
| FLYWIRE CORPORATION | COM | $1.9M | 0.6% | 197,000 SH | |
| HUMACYTE INC | COM | $697K | 0.2% | 408,868 SH | |
| KIRBY CORPORATION | COM | $4.3M | 1.4% | 42,100 SH | |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | COM | $3.8M | 1.3% | 87,413 SH | |
| KRONOS WORLDWIDE, INC | COM | $4.1M | 1.4% | 549,865 SH | |
| LUCID DIAGNOSTICS INC | COM | $680K | 0.2% | 456,644 SH | |
| O-I GLASS, INC | COM | $36.5M | 12.0% | 3,179,526 SH | |
| PPG INDUSTRIES, INC | COM | $951K | 0.3% | 8,700 SH | |
| QUAKER HOUGHTON | COM | $5.9M | 1.9% | 47,482 SH | |
| REKOR SYSTEMS INC | COM | $947K | 0.3% | 1,068,207 SH | |
| SEALED AIR CORPORATION | COM | $9.3M | 3.1% | 323,125 SH | |
| STARDUST PWR INC | COM | $402K | 0.1% | 853,086 SH | |
| VENTURE GLOBAL INC | COM | $188.8M | 62.4% | 18,325,483 SH |
| 13F-HR |
| 0001104659-26-097284 |
| $146.3M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001104659-25-078537 | $384.2M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001104659-26-062456 | $165.5M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001104659-25-049423 | $302.7M | View |