| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DHT HOLDINGS INC COM | 4,263,858 | 33,173,000 | 11.68% | ||
| 2 | FIRST SOLAR INC | 468,511 | 32,697,000 | 11.51% | ||
| 3 | SCORPIO TANKERS INC SHS | 2,882,330 | 28,736,000 | 10.12% | ||
| 4 | SOUTHWESTERN ENERGY CO | 541,000 | 24,891,000 | 8.76% | ||
| 5 | PRECISION DRILLING CORP | 1,957,524 | 23,432,000 | 8.25% | ||
| 6 | ENCANA CORP | 962,982 | 20,589,000 | 7.25% | ||
| 7 | MASTEC INC | 408,430 | 17,742,000 | 6.25% | ||
| 8 | ANADARKO PETROLE | 184,601 | 15,647,000 | 5.51% | ||
| 9 | NAVIOS MARITIME ACQUIS CORP SHS | 3,944,631 | 14,437,000 | 5.08% | ||
| 10 | CANADIAN SOLAR INC | 398,943 | 12,782,000 | 4.50% | ||
| 11 | PARAGON SHIPPING INC | 1,622,930 | 11,117,000 | 3.91% | ||
| 12 | BALTIC TRADING LIMITED | 1,686,177 | 10,640,000 | 3.75% | ||
| 13 | NAVIGATOR HLDGS LTD | 403,978 | 10,503,000 | 3.70% | ||
| 14 | TRANSOCEAN LTD | 250,000 | 10,335,000 | 3.64% | Put | |
| 15 | CLEAN ENERGY FUELS CORPORATION COM | 1,024,462 | 9,159,000 | 3.22% | ||
| 16 | ROYAL CARIBBEAN GROUP | 149,800 | 8,173,000 | 2.88% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000902664-14-002516, filed 2014.05.15).
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.
