CY2021 Q1
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| APACHE CORPORATION | $2,000,000.00 | 2021-03-31 | View |
| CARPENTER TECHNOLOGY CORP | $16,200,000.00 | 2021-03-31 | View |
| HARSCO CORP | $29,044,000.00 | 2021-03-31 | View |
| HOLLYFRONTIER CORP | $114,000,000.00 | 2021-03-31 | View |
| INTERNATIONAL PAPER CO /NEW/ | $198,000,000.00 | 2021-03-31 | View |
| LOUISIANA-PACIFIC CORPORATION | $14,000,000.00 | 2021-03-31 | View |
| NorthWestern Corporation | $28,471,000.00 | 2021-03-31 | View |
| NUCOR CORPORATION | $14,400,000.00 | 2021-04-03 | View |
| ROGERS CORP | $73,174,000.00 | 2021-03-31 | View |
| UNIFIRST CORPORATION | $28,852,000.00 | 2021-02-27 | View |
| Scotts Miracle-Gro Co | $3,600,000.00 | 2021-04-03 | View |
| Lindsay Corporation | $16,122,000.00 | 2021-02-28 | View |
| STONERIDGE, INC. | $554,000.00 | 2021-03-31 | View |
| SONIC AUTOMOTIVE, INC. | $25,000,000.00 | 2021-03-31 | View |
| STEELCASE INC | $2,800,000.00 | 2021-02-26 | View |
| PLAINS ALL AMERICAN PIPELINE LP | $160,000,000.00 | 2021-03-31 | View |
| EXELON CORPORATION | $473,000,000.00 | 2021-03-31 | View |
| HOLLY ENERGY PARTNERS LP | $4,400,000.00 | 2021-03-31 | View |
| TENNESSEE VALLEY AUTHORITY | $15,000,000.00 | 2021-03-31 | View |
| Knight-Swift Transportation Holdings Inc. | $700,000.00 | 2021-03-31 | View |
| Xylem Inc. | $3,000,000.00 | 2021-03-31 | View |
| PLAINS GP HOLDINGS LP | $160,000,000.00 | 2021-03-31 | View |
| SiteOne Landscape Supply, Inc. | $3,900,000.00 | 2021-04-04 | View |
| Ingersoll Rand Inc. | $13,400,000.00 | 2021-03-31 | View |
| MP Materials Corp. / DE | $28,000,000.00 | 2021-03-31 | View |
| APA CORPORATION | $2,000,000.00 | 2021-03-31 | View |
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