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CIK 0001438258 • 3 13F filings • Feb 13, 2026 – Aug 13, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALCOA CORP | COM | $1.0M | 1.1% | 18,961 SH | New |
| ALPHA METALLURGICAL RESOUR I | COM | $853K | 0.9% | 4,266 SH | New |
| ARCHER DANIELS MIDLAND CO | COM | $526K | 0.6% | 9,158 SH | New |
| BUNGE GLOBAL SA | COM SHS | $532K | 0.6% | 5,967 SH | New |
| BW LPG LTD | COM | $384K | 0.4% | 29,278 SH | New |
| CAMECO CORP | COM | $368K | 0.4%Prev: 0.9% | 4,019 SH | Decreased-6,537 SH |
| CARNIVAL CORP | UNIT 99/99/9999 | $88K | 0.1% | 2,894 SH | New |
| CENTURY ALUM CO | COM | $1.0M | 1.1% | 25,988 SH | New |
| CLEVELAND-CLIFFS INC NEW | COM | $710K | 0.7% | 53,483 SH | New |
| CMB.TECH NV | SHS | $9.6M | 10.1% | 998,052 SH | New |
| CORE NATURAL RESOURCES INC | COM SHS | $885K | 0.9% | 10,000 SH | New |
| COSTAMARE BULKERS HLDGS LTD | COM SHS | $3.2M | 3.3%Prev: 4.1% | 204,778 SH | Decreased-73,000 SH |
| DORIAN LPG LTD | SHS USD | $642K | 0.7% | 26,382 SH | New |
| EXCELERATE ENERGY INC | CL A COM | $3.4M | 3.6% | 122,208 SH | New |
| EXPAND ENERGY CORPORATION | COM | $5.9M | 6.1%Prev: 7.6% | 53,122 SH | Decreased-44,800 SH |
| FLEX LNG LTD | SHS | $3.2M | 3.4% | 129,018 SH | New |
| FREEPORT-MCMORAN INC | CL B | $732K | 0.8% | 14,403 SH | New |
| GENCO SHIPPING & TRADING LTD | SHS | $10.3M | 10.8%Prev: 8.6% | 560,056 SH | Increased+151,772 SH |
| GLOBAL X FDS | GLOBAL X COPPER | $624K | 0.7% | 8,694 SH | New |
| HAFNIA LTD | SHS | $2.6M | 2.7% | 478,486 SH | New |
| HALLIBURTON CO | COM | $2.3M | 2.4%Prev: 9.2% | 82,050 SH | Decreased-236,431 SH |
| HUDBAY MINERALS INC | COM | $211K | 0.2% | 10,619 SH | New |
| NATIONAL ENERGY SERVICES REU | SHS | $10.9M | 11.4%Prev: 4.6% | 695,543 SH | Increased+515,191 SH |
| NOBLE CORP PLC | ORD SHS A | $6.0M | 6.3% | 211,667 SH | New |
| NORWEGIAN CRUISE LINE HLDG L | SHS | $87K | 0.1% | 3,895 SH | New |
| NUCOR CORP | COM | $610K | 0.6% | 3,742 SH | New |
| RAMACO RES INC | COM CL A | $313K | 0.3% | 17,365 SH | New |
| ROYAL CARIBBEAN GROUP | COM | $87K | 0.1%Prev: 0.4% | 312 SH | Decreased-1,316 SH |
| SAFE BULKERS INC | COM | $3.1M | 3.2% | 643,211 SH | New |
| SCORPIO TANKERS INC | SHS | $3.3M | 3.4% | 64,261 SH | New |
| SEADRILL LTD | COM | $3.6M | 3.8% | 104,828 SH | New |
| SLB LIMITED | COM STK | $10.5M | 10.9%Prev: 4.4% | 272,390 SH | Increased+160,268 SH |
| SOUTHERN COPPER CORP | COM | $516K | 0.5% | 3,599 SH | New |
| SPROTT FDS TR | URANIUM MINERS E | $313K | 0.3% | 5,701 SH | New |
| STEEL DYNAMICS INC | COM | $611K | 0.6% | 3,604 SH | New |
| TEEKAY TANKERS LTD | CL A | $2.0M | 2.1% | 36,825 SH | New |
| TORM PLC | SHS CL A | $905K | 0.9% | 46,236 SH | New |
| VALE S A | SPONSORED ADS | $274K | 0.3% | 21,026 SH | New |
| WARRIOR MET COAL INC | COM | $686K | 0.7% | 7,784 SH | New |
| WEATHERFORD INTL PLC | ORD SHS | $2.8M | 2.9%Prev: 4.7% | 35,407 SH | Decreased-33,173 SH |
| 13F-HR |
| 0001438258-26-000001 |
| $118.0M |
| View |