| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOSAIC CO NEW | 3,726,945 | 174,607,000 | 82.15% | ||
| 2 | INTREPID POTASH INC | 2,000,000 | 23,880,000 | 11.24% | ||
| 3 | SCORPIO TANKERS INC SHS | 591,700 | 5,970,000 | 2.81% | ||
| 4 | FMSA HLDGS INC. | 555,700 | 4,551,000 | 2.14% | ||
| 5 | CASCADE MICROTECH INC | 167,287 | 2,548,000 | 1.20% | ||
| 6 | ARDMORE SHIPPING CORP | 81,300 | 985,000 | 0.46% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000923338-15-000005, filed 2015.08.13). and New Holdings filing (0000923338-15-000006, filed 2015.09.15).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
