| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CAMERON INTERNATIONAL COMPANY | 120,000 | 8,046,000 | 23.27% | ||
| 2 | CUMULUS MEDIA INC | 7,993,881 | 3,712,000 | 10.73% | ||
| 3 | NOBLE ENERGY INC | 100,000 | 3,141,000 | 9.08% | Call | |
| 4 | Jones Energy Inc | 842,384 | 2,805,000 | 8.11% | ||
| 5 | OASIS PETE INC NEW | 372,969 | 2,715,000 | 7.85% | ||
| 6 | TRANSOCEAN LTD | 248,800 | 2,274,000 | 6.58% | ||
| 7 | TRANSOCEAN LTD | 248,800 | 2,135,000 | 6.17% | Put | |
| 8 | LYON WILLIAM | 100,000 | 1,449,000 | 4.19% | ||
| 9 | GENCO SHIPPING & TRADING LTD | 2,154,819 | 1,379,000 | 3.99% | ||
| 10 | SM ENERGY CO | 72,937 | 1,367,000 | 3.95% | ||
| 11 | RICE ENERGY INC | 90,469 | 1,263,000 | 3.65% | ||
| 12 | WHITING PETE CORP NEW | 152,120 | 1,214,000 | 3.51% | ||
| 13 | Laredo Petroleum Inc | 141,366 | 1,121,000 | 3.24% | ||
| 14 | Star Bulk Carriers Corp. | 1,312,252 | 984,000 | 2.85% | ||
| 15 | SCORPIO BULKERS INC COM | 227,923 | 748,000 | 2.16% | ||
| 16 | EAGLE BULK SHIPPING INC | 798,234 | 231,000 | 0.67% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001167376-16-000044, filed 2016.05.16).
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.