| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NEWPARK RES INC COM PAR $.01NEW | 3,790,577 | 28,429,000 | 22.77% | ||
| 2 | CHART INDS INC | 677,616 | 24,408,000 | 19.55% | ||
| 3 | PETROLEO BRASILEIRO SA PETRO | 2,344,900 | 23,707,000 | 18.99% | ||
| 4 | NATURAL GAS SVCS GROUP INC | 633,932 | 20,381,000 | 16.32% | ||
| 5 | MOSAIC CO NEW | 566,048 | 16,602,000 | 13.30% | ||
| 6 | OCEANEERING INTL INC | 200,000 | 5,642,000 | 4.52% | ||
| 7 | PETROLEO BRASILEIRO SA PETRO | 431,300 | 3,800,000 | 3.04% | ||
| 8 | NOBLE ENERGY INC | 22,373 | 852,000 | 0.68% | ||
| 9 | FIRST SOLAR INC | 20,900 | 671,000 | 0.54% | ||
| 10 | COBALT INTL ENERGY INC | 300,000 | 366,000 | 0.29% | ||
| 11 | BP PLC | 200 | 7,000 | 0.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001019056-17-000046, filed 2017.01.24).
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.
