| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARSLEY ENERGY CLA A | 57,000 | 1,853,000 | 1.04% | ||
| 2 | PAMPA S SPONS LVL | 64,500 | 3,497,000 | 1.97% | ||
| 3 | TRONOX LTD SHS CL A | 198,000 | 3,653,000 | 2.05% | ||
| 4 | STEEL DYNAMICS INC | 116,700 | 4,056,000 | 2.28% | ||
| 5 | DISH NETWORK A | 87,500 | 5,555,000 | 3.12% | ||
| 6 | OLIN CORP | 183,800 | 6,042,000 | 3.40% | ||
| 7 | NUCOR CORP | 102,322 | 6,111,000 | 3.44% | ||
| 8 | ALCOA CORP | 200,300 | 6,890,000 | 3.87% | ||
| 9 | T MOBILE US INC | 119,000 | 7,686,000 | 4.32% | ||
| 10 | TIME WARNER INC | 82,300 | 8,042,000 | 4.52% | ||
| 11 | COMCAST CORP NEW | 223,200 | 8,390,000 | 4.72% | ||
| 12 | MGM RESORTS INTERNATIONAL | 358,800 | 9,831,000 | 5.53% | ||
| 13 | LYONDELLBASELL INDUSTRIES N | 133,000 | 12,128,000 | 6.82% | Call | |
| 14 | T MOBILE US INC | 200,000 | 12,918,000 | 7.27% | Call | |
| 15 | MARATHON PETE CORP | 296,200 | 14,970,000 | 8.42% | ||
| 16 | WESTLAKE CHEM CORP | 230,100 | 15,198,000 | 8.55% | ||
| 17 | LYONDELLBASELL INDUSTRIES N | 229,400 | 20,919,000 | 11.76% | ||
| 18 | COMCAST CORP NEW | 800,000 | 30,072,000 | 16.91% | Call |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001688153-17-000006, filed 2017.05.09).
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.
