CY2018 Q4
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| APACHE CORPORATION | $4,000,000.00 | 2018-12-31 | View |
| CARPENTER TECHNOLOGY CORP | $15,900,000.00 | 2018-12-31 | View |
| GOLDFIELD CORP | $500,000.00 | 2018-12-31 | View |
| HOLLYFRONTIER CORP | $110,200,000.00 | 2018-12-31 | View |
| INTERNATIONAL PAPER CO /NEW/ | $138,000,000.00 | 2018-12-31 | View |
| NUCOR CORP | $18,400,000.00 | 2018-12-31 | View |
| NATIONAL PRESTO INDUSTRIES INC | $1,120,000.00 | 2018-12-31 | View |
| PUBLIC SERVICE CO OF COLORADO | $600,000.00 | 2018-12-31 | View |
| ROGERS CORP | $70,300,000.00 | 2018-12-31 | View |
| Northwest Pipeline LLC | $2,000,000.00 | 2018-12-31 | View |
| UNIFIRST CORP | $27,640,000.00 | 2018-11-24 | View |
| CLEAN HARBORS, INC. | $143,736,000.00 | 2018-12-31 | View |
| Scotts Miracle-Gro Co | $4,200,000.00 | 2018-12-29 | View |
| Freeport-McMoRan Inc. | $3,300,000,000.00 | 2018-12-31 | View |
| Lindsay Corporation | $16,385,000.00 | 2018-11-30 | View |
| Casella Waste Systems, Inc. | $11,666,000.00 | 2018-12-31 | View |
| TENNECO INC | $46,000,000.00 | 2018-12-31 | View |
| SEMPRA | $37,000,000.00 | 2018-12-31 | View |
| STONERIDGE, INC. | $111,000.00 | 2018-12-31 | View |
| SONIC AUTOMOTIVE, INC. | $13,200,000.00 | 2018-12-31 | View |
| RAYTHEON CO/ | $193,000,000.00 | 2018-12-31 | View |
| PLAINS ALL AMERICAN PIPELINE LP | $135,000,000.00 | 2018-12-31 | View |
| EXELON CORPORATION | $496,000,000.00 | 2018-12-31 | View |
| ConocoPhillips | $178,000,000.00 | 2018-12-31 | View |
| ALGONQUIN POWER & UTILITIES CORP. | $59,181,000.00 | 2018-12-31 | View |
| TENNESSEE VALLEY AUTHORITY | $31,000,000.00 | 2018-12-31 | View |
| Domtar Corporation | $84,000,000.00 | 2018-12-31 | View |
| Univar Solutions Inc. | $88,600,000.00 | 2018-12-31 | View |
| Xylem Inc. | $4,000,000.00 | 2018-12-31 | View |
| PLAINS GP HOLDINGS LP | $135,000,000.00 | 2018-12-31 | View |
| SiteOne Landscape Supply, Inc. | $3,700,000.00 | 2018-12-30 | View |
| DELEK US HOLDINGS, INC. | $77,400,000.00 | 2018-12-31 | View |
| Ingersoll Rand Inc. | $6,900,000.00 | 2018-12-31 | View |
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