| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOEGH LNG PARTNERS LP | 1,728,655 | 30,856,000 | 14.66% | ||
| 2 | EOG RES INC | 228,300 | 19,045,000 | 9.05% | ||
| 3 | PIONEER NAT RES CO | 119,300 | 18,039,000 | 8.57% | ||
| 4 | 8point3 Energy Partners LP | 1,120,568 | 17,705,000 | 8.41% | ||
| 5 | GENER8 MARITIME INC | 2,298,942 | 14,713,000 | 6.99% | ||
| 6 | ENSCO PLC | 1,435,100 | 13,935,000 | 6.62% | ||
| 7 | ENCANA CORP | 1,751,500 | 13,572,000 | 6.45% | ||
| 8 | ROYAL CARIBBEAN GROUP | 182,280 | 12,240,000 | 5.81% | ||
| 9 | GOLAR LNG LTD | 668,748 | 10,366,000 | 4.92% | ||
| 10 | DHT HOLDINGS INC | 10,712,000 | 10,116,000 | 4.80% | PRN | |
| 11 | JINKOSOLAR HLDG CO LTD | 465,267 | 9,482,000 | 4.50% | ||
| 12 | CANADIAN SOLAR INC | 622,168 | 9,407,000 | 4.47% | ||
| 13 | DORIAN LPG LTD | 1,183,946 | 8,347,000 | 3.96% | ||
| 14 | NORWEGIAN CRUISE LINE HLDG LTD SHS | 166,400 | 6,629,000 | 3.15% | ||
| 15 | Forum Energy Technologies Inc | 267,405 | 4,629,000 | 2.20% | ||
| 16 | INDEPENDENCE CONTRACT DRIL I COM | 850,634 | 4,619,000 | 2.19% | ||
| 17 | NABORS INDUSTRIES LTD | 284,263 | 2,857,000 | 1.36% | ||
| 18 | GOLAR LNG PARTNERS LP | 154,148 | 2,826,000 | 1.34% | ||
| 19 | DHT HOLDINGS INC COM | 230,756 | 1,161,000 | 0.55% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000902664-16-007741, filed 2016.08.03).
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.
