| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Teekay Tankers LTD | 230,565 | 521,000 | 0.22% | ||
| 2 | MAMMOTH ENERGY SVCS INC | 79,658 | 1,211,000 | 0.51% | ||
| 3 | NAVIGATOR HLDGS LTD | 244,314 | 2,272,000 | 0.96% | ||
| 4 | DHT HOLDINGS INC COM | 882,200 | 3,652,000 | 1.54% | ||
| 5 | INDEPENDENCE CONTRACT DRIL I COM | 566,834 | 3,798,000 | 1.60% | ||
| 6 | TEEKAY LNG PARTNERS L P | 284,100 | 4,105,000 | 1.73% | ||
| 7 | KEY ENERGY SVCS INC DEL | 133,182 | 4,255,000 | 1.79% | ||
| 8 | STAR BULK CARRIERS CORP | 835,200 | 4,268,000 | 1.79% | ||
| 9 | NABORS INDUSTRIES LTD | 300,000 | 4,920,000 | 2.07% | ||
| 10 | SCORPIO BULKERS INC COM | 1,249,200 | 6,308,000 | 2.65% | ||
| 11 | SUPERIOR ENERGY SERVICES INC | 380,700 | 6,426,000 | 2.70% | ||
| 12 | Laredo Petroleum Inc | 458,200 | 6,479,000 | 2.72% | ||
| 13 | BASIC ENERGY SVCS INC NEW | 197,000 | 6,964,000 | 2.93% | ||
| 14 | GENER8 MARITIME INC | 1,583,522 | 7,094,000 | 2.98% | ||
| 15 | CONCHO RESOURCES | 57,370 | 7,607,000 | 3.20% | ||
| 16 | OASIS PETE INC NEW | 514,000 | 7,782,000 | 3.27% | ||
| 17 | ENCANA CORP | 685,500 | 8,031,000 | 3.38% | ||
| 18 | DEVON ENERGY CORP NEW | 191,400 | 8,741,000 | 3.68% | ||
| 19 | ENSCO PLC | 910,320 | 8,848,000 | 3.72% | ||
| 20 | DHT HOLDINGS INC | 10,712,000 | 9,781,000 | 4.11% | PRN | |
| 21 | FAIRMOUNT SANTROL HLDGS INC COM | 878,000 | 10,352,000 | 4.35% | ||
| 22 | HI-CRUSH PARTNERS LP | 530,900 | 10,512,000 | 4.42% | ||
| 23 | PIONEER NAT RES CO | 59,450 | 10,705,000 | 4.50% | ||
| 24 | U S SILICA HLDGS INC COM | 190,500 | 10,798,000 | 4.54% | ||
| 25 | DORIAN LPG LTD | 1,420,897 | 11,666,000 | 4.90% | ||
| 26 | SMART SAND INC COM ADDED | 705,700 | 11,679,000 | 4.91% | ||
| 27 | GOLAR LNG LTD | 525,140 | 12,047,000 | 5.07% | ||
| 28 | EOG RES INC | 152,500 | 15,418,000 | 6.48% | ||
| 29 | HOEGH LNG PARTNERS LP | 1,663,281 | 31,602,000 | 13.29% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000902664-17-001153, filed 2017.02.14).
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.
