CY2020 Q4
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| APACHE CORPORATION | $2,000,000.00 | 2020-12-31 | View |
| CARPENTER TECHNOLOGY CORP | $16,100,000.00 | 2020-12-31 | View |
| HARSCO CORP | $29,424,000.00 | 2020-12-31 | View |
| HOLLYFRONTIER CORP | $115,000,000.00 | 2020-12-31 | View |
| INTERNATIONAL PAPER CO /NEW/ | $194,000,000.00 | 2020-12-31 | View |
| LOUISIANA-PACIFIC CORPORATION | $14,000,000.00 | 2020-12-31 | View |
| NorthWestern Corporation | $28,895,000.00 | 2020-12-31 | View |
| NUCOR CORPORATION | $16,000,000.00 | 2020-12-31 | View |
| NATIONAL PRESTO INDUSTRIES INC | $970,000.00 | 2020-12-31 | View |
| ROGERS CORP | $73,235,000.00 | 2020-12-31 | View |
| UNIFIRST CORP | $29,129,000.00 | 2020-11-28 | View |
| CLEAN HARBORS, INC. | $134,927,000.00 | 2020-12-31 | View |
| Scotts Miracle-Gro Co | $3,800,000.00 | 2021-01-02 | View |
| Freeport-McMoRan Inc. | $3,700,000,000.00 | 2020-12-31 | View |
| Lindsay Corporation | $16,126,000.00 | 2020-11-30 | View |
| TITAN INTERNATIONAL, INC. | $11.50 | 2020-12-31 | View |
| Casella Waste Systems, Inc. | $6,363,000.00 | 2020-12-31 | View |
| SEMPRA | $60,000,000.00 | 2020-12-31 | View |
| STONERIDGE INC | $180,000.00 | 2020-12-31 | View |
| SONIC AUTOMOTIVE, INC. | $25,000,000.00 | 2020-12-31 | View |
| PLAINS ALL AMERICAN PIPELINE LP | $55,000,000.00 | 2020-12-31 | View |
| EXELON CORPORATION | $366,000,000.00 | 2020-12-31 | View |
| ConocoPhillips | $180,000,000.00 | 2020-12-31 | View |
| Algonquin Power & Utilities Corp. | $66,133,000.00 | 2020-12-31 | View |
| HOLLY ENERGY PARTNERS LP | $4,500,000.00 | 2020-12-31 | View |
| TENNESSEE VALLEY AUTHORITY | $15,000,000.00 | 2020-12-31 | View |
| TravelCenters of America Inc. | $2,649,000.00 | 2020-12-31 | View |
| Domtar Corporation | $92,000,000.00 | 2020-12-31 | View |
| Univar Solutions Inc. | $79,600,000.00 | 2020-12-31 | View |
| Xylem Inc. | $3,000,000.00 | 2020-12-31 | View |
| PLAINS GP HOLDINGS LP | $55,000,000.00 | 2020-12-31 | View |
| Weatherford International plc | $6,000,000.00 | 2020-12-31 | View |
| SiteOne Landscape Supply, Inc. | $3,600,000.00 | 2021-01-03 | View |
| DELEK US HOLDINGS, INC. | $40,200,000.00 | 2020-12-31 | View |
| Ingersoll Rand Inc. | $13,700,000.00 | 2020-12-31 | View |
| MP Materials Corp. / DE | $28,200,000.00 | 2020-12-31 | View |
| Crescent Energy Company | $1,400,000.00 | 2020-12-31 | View |
| HF SINCLAIR CORP | $115,000,000.00 | 2020-12-31 | View |
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