| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BP PLC | 200 | 7,000 | 0.01% | ||
| 2 | COBALT INTL ENERGY INC | 300,000 | 159,000 | 0.12% | ||
| 3 | NOBLE ENERGY INC | 22,373 | 768,000 | 0.60% | ||
| 4 | PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR | 431,300 | 3,977,000 | 3.12% | ||
| 5 | OCEANEERING INTL INC | 200,000 | 5,416,000 | 4.25% | ||
| 6 | PETROLEO BRASILEIRO SA PETRO | 644,900 | 6,249,000 | 4.91% | ||
| 7 | RANGE RES CORP | 446,000 | 12,979,000 | 10.19% | ||
| 8 | SM ENERGY CO | 618,800 | 14,864,000 | 11.67% | ||
| 9 | MOSAIC CO NEW | 516,048 | 15,058,000 | 11.83% | ||
| 10 | NATURAL GAS SERVICES GROUP | 633,932 | 16,514,000 | 12.97% | ||
| 11 | CHART INDS INC | 607,616 | 21,230,000 | 16.67% | ||
| 12 | NEWPARK RES INC COM PAR $.01NEW | 3,715,577 | 30,096,000 | 23.64% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001019056-17-000378, filed 2017.04.24).
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.
