CY2023 Q4
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| APACHE CORPORATION | $5,000,000.00 | 2023-12-31 | View |
| ARMSTRONG WORLD INDUSTRIES, INC. | $500,000.00 | 2023-12-31 | View |
| CARPENTER TECHNOLOGY CORPORATION | $16,900,000.00 | 2023-12-31 | View |
| ENVIRI CORPORATION | $25,682,000.00 | 2023-12-31 | View |
| LOUISIANA-PACIFIC CORPORATION | $26,000,000.00 | 2023-12-31 | View |
| NATIONAL PRESTO INDUSTRIES INC | $900,000.00 | 2023-12-31 | View |
| ROGERS CORP | $61,500,000.00 | 2023-12-31 | View |
| SPX Technologies, Inc. | $24,100,000.00 | 2023-12-31 | View |
| UNIFIRST CORPORATION | $34,715,000.00 | 2023-11-25 | View |
| NEWELL BRANDS INC. | $41,000,000.00 | 2023-12-31 | View |
| CLEAN HARBORS, INC. | $128,662,000.00 | 2023-12-31 | View |
| Scotts Miracle-Gro Co | $2,600,000.00 | 2023-12-30 | View |
| Freeport-McMoRan Inc. | $4,500,000,000.00 | 2023-12-31 | View |
| Lindsay Corporation | $10,681,000.00 | 2023-11-30 | View |
| CASELLA WASTE SYSTEMS, INC. | $6,434,000.00 | 2023-12-31 | View |
| SEMPRA | $53,000,000.00 | 2023-12-31 | View |
| STONERIDGE INC | $143,000.00 | 2023-12-31 | View |
| SONIC AUTOMOTIVE, INC. | $8,000,000.00 | 2023-12-31 | View |
| REPUBLIC SERVICES, INC. | $542,700,000.00 | 2023-12-31 | View |
| EXELON CORPORATION | $428,000,000.00 | 2023-12-31 | View |
| NiSource Inc. | $80,000,000.00 | 2023-12-31 | View |
| ConocoPhillips | $184,000,000.00 | 2023-12-31 | View |
| ALGONQUIN POWER & UTILITIES CORP. | $46,187,000.00 | 2023-12-31 | View |
| NEWMARKET CORPORATION | $11,000,000.00 | 2023-12-31 | View |
| Domtar Corporation | $232,000,000.00 | 2023-12-31 | View |
| Knight-Swift Transportation Holdings Inc. | $1,100,000.00 | 2023-12-31 | View |
| Talen Energy Corporation | $34,000,000.00 | 2023-12-31 | View |
| SiteOne Landscape Supply, Inc. | $3,900,000.00 | 2023-12-31 | View |
| DELEK US HOLDINGS, INC. | $39,000,000.00 | 2023-12-31 | View |
| Ingersoll Rand Inc. | $16,700,000.00 | 2023-12-31 | View |
| MP Materials Corp. / DE | $26,700,000.00 | 2023-12-31 | View |
| ARKO Corp. | $13,415,000.00 | 2023-12-31 | View |
| Li-Cycle Holdings Corp. | $1,600,000.00 | 2023-12-31 | View |
| APA CORPORATION | $5,000,000.00 | 2023-12-31 | View |
| CONSTELLATION ENERGY CORPORATION | $149,000,000.00 | 2023-12-31 | View |
| HF SINCLAIR CORPORATION | $195,400,000.00 | 2023-12-31 | View |
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