| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HALLIBURTON | 1,020,600 | 36,456,000 | 9.83% | ||
| 2 | CARNIVAL CORP | 655,025 | 34,566,000 | 9.32% | ||
| 3 | HOEGH LNG PARTNERS LP | 1,915,255 | 33,383,000 | 9.00% | ||
| 4 | NABORS INDUSTRIES LTD | 3,174,163 | 29,202,000 | 7.87% | ||
| 5 | 8point3 Energy Partners LP | 1,925,268 | 28,301,000 | 7.63% | ||
| 6 | ROYAL CARIBBEAN GROUP | 280,900 | 23,076,000 | 6.22% | ||
| 7 | FIRST SOLAR INC | 304,812 | 20,870,000 | 5.63% | ||
| 8 | EOG RES INC | 276,900 | 20,097,000 | 5.42% | ||
| 9 | GENER8 MARITIME INC | 2,298,942 | 16,230,000 | 4.38% | ||
| 10 | NORWEGIAN CRUISE LINE HLDG LTD SHS | 265,000 | 14,652,000 | 3.95% | ||
| 11 | DORIAN LPG LTD | 1,495,146 | 14,054,000 | 3.79% | ||
| 12 | GOLAR LNG LTD | 700,448 | 12,587,000 | 3.39% | ||
| 13 | PIONEER NAT RES CO | 88,400 | 12,441,000 | 3.35% | ||
| 14 | SUPERIOR ENERGY SERVICES INC | 821,200 | 10,996,000 | 2.96% | ||
| 15 | DHT HOLDINGS INC | 10,712,000 | 10,478,000 | 2.83% | PRN | |
| 16 | DHT HOLDINGS INC COM | 1,739,006 | 10,017,000 | 2.70% | ||
| 17 | JINKOSOLAR HLDG CO LTD | 457,867 | 9,574,000 | 2.58% | ||
| 18 | TRINA SOLAR LIMITED | 954,236 | 9,485,000 | 2.56% | ||
| 19 | BAKER HUGHES INC | 211,062 | 9,251,000 | 2.49% | ||
| 20 | CANADIAN SOLAR INC | 449,368 | 8,664,000 | 2.34% | ||
| 21 | INDEPENDENCE CONTRACT DRIL I COM | 891,034 | 4,250,000 | 1.15% | ||
| 22 | GOLAR LNG PARTNERS LP | 154,148 | 2,264,000 | 0.61% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000902664-16-006905, filed 2016.05.04).
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.
