| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Ashland Inc New | 270,100 | 30,999,000 | 15.13% | ||
| 2 | SUNCOR ENERGY INC NEW | 850,000 | 23,500,000 | 11.47% | ||
| 3 | AIR PRODS & CHEMS INC | 140,000 | 19,886,000 | 9.71% | ||
| 4 | FMC | 419,204 | 19,413,000 | 9.48% | ||
| 5 | SOUTHERN COPPER CORP | 675,000 | 18,212,000 | 8.89% | ||
| 6 | BP PLC | 500,000 | 17,755,000 | 8.67% | ||
| 7 | VANECK ETF TRUST | 600,000 | 16,626,000 | 8.12% | ||
| 8 | INTEROIL CORP | 289,800 | 13,041,000 | 6.37% | ||
| 9 | HUNTSMAN CORP | 962,915 | 12,951,000 | 6.32% | ||
| 10 | BHP BILLITON LTD | 400,000 | 11,424,000 | 5.58% | ||
| 11 | WESTLAKE CHEM CORP | 261,937 | 11,242,000 | 5.49% | ||
| 12 | OLIN CORP | 350,000 | 8,694,000 | 4.24% | ||
| 13 | AU Optronics Corp | 310,000 | 1,082,000 | 0.53% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-076739, filed 2016.08.15).
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.
