CY2021 Q4
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| APACHE CORPORATION | $2,000,000.00 | 2021-12-31 | View |
| CARPENTER TECHNOLOGY CORPORATION | $16,100,000.00 | 2021-12-31 | View |
| HARSCO CORP | $28,435,000.00 | 2021-12-31 | View |
| HOLLYFRONTIER CORP | $117,200,000.00 | 2021-12-31 | View |
| INTERNATIONAL PAPER COMPANY | $191,000,000.00 | 2021-12-31 | View |
| LOUISIANA-PACIFIC CORPORATION | $25,000,000.00 | 2021-12-31 | View |
| NUCOR CORPORATION | $13,600,000.00 | 2021-12-31 | View |
| NATIONAL PRESTO INDUSTRIES INC | $1,000,000.00 | 2021-12-31 | View |
| ROGERS CORP | $68,332,000.00 | 2021-12-31 | View |
| UNIFIRST CORPORATION | $31,933,000.00 | 2021-11-27 | View |
| CLEAN HARBORS, INC | $131,000,000.00 | 2021-12-31 | View |
| Scotts Miracle-Gro Co | $3,000,000.00 | 2022-01-01 | View |
| Freeport-McMoRan Inc. | $3,700,000,000.00 | 2021-12-31 | View |
| Lindsay Corporation | $16,009,000.00 | 2021-11-30 | View |
| CASELLA WASTE SYSTEMS, INC. | $6,724,000.00 | 2021-12-31 | View |
| SEMPRA ENERGY | $57,000,000.00 | 2021-12-31 | View |
| STONERIDGE INC | $391,000.00 | 2021-12-31 | View |
| SONIC AUTOMOTIVE, INC. | $4,000,000.00 | 2021-12-31 | View |
| PLAINS ALL AMERICAN PIPELINE LP | $57,000,000.00 | 2021-12-31 | View |
| EXELON CORPORATION | $352,000,000.00 | 2021-12-31 | View |
| NiSource Inc. | $91,100,000.00 | 2021-12-31 | View |
| ConocoPhillips | $187,000,000.00 | 2021-12-31 | View |
| ALGONQUIN POWER & UTILITIES CORP. | $57,167,000.00 | 2021-12-31 | View |
| HOLLY ENERGY PARTNERS LP | $3,900,000.00 | 2021-12-31 | View |
| TravelCenters of America Inc. /MD/ | $3,229,000.00 | 2021-12-31 | View |
| Domtar Corporation | $76,000,000.00 | 2021-12-31 | View |
| Knight-Swift Transportation Holdings Inc. | $1,100,000.00 | 2021-12-31 | View |
| Univar Solutions Inc. | $88,100,000.00 | 2021-12-31 | View |
| Xylem Inc. | $3,000,000.00 | 2021-12-31 | View |
| PLAINS GP HOLDINGS LP | $57,000,000.00 | 2021-12-31 | View |
| Weatherford International plc | $6,000,000.00 | 2021-12-31 | View |
| SiteOne Landscape Supply, Inc. | $3,900,000.00 | 2022-01-02 | View |
| DELEK US HOLDINGS, INC. | $38,400,000.00 | 2021-12-31 | View |
| Ingersoll Rand Inc. | $12,900,000.00 | 2021-12-31 | View |
| MP Materials Corp. / DE | $27,700,000.00 | 2021-12-31 | View |
| ARKO Corp. | $12,853,000.00 | 2021-12-31 | View |
| APA CORPORATION | $2,000,000.00 | 2021-12-31 | View |
| CONSTELLATION ENERGY CORPORATION | $120,000,000.00 | 2021-12-31 | View |
| HF SINCLAIR CORP | $117,200,000.00 | 2021-12-31 | View |
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