UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALCOA CORP | COM | 013872106 | 56,478 | 2,178,921 | SH | SOLE | 0 | 0 | 2,178,921 | ||
ALCOA CORP | COM | 013872106 | 223,353 | 8,616,959 | SH | SOLE | 8,616,959 | 0 | 0 | ||
ATI INC | COM | 01741R102 | 32,664 | 2,185,548 | SH | SOLE | 0 | 0 | 2,185,548 | ||
ATI INC | COM | 01741R102 | 107,986 | 7,225,343 | SH | SOLE | 7,225,343 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 10,647 | 2,064,027 | SH | SOLE | 0 | 0 | 2,064,027 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 45,228 | 8,767,900 | SH | SOLE | 8,767,900 | 0 | 0 | ||
CENTURY ALUM CO | COM | 156431108 | 1,271,479 | 20,636,104 | SH | SOLE | 20,636,104 | 0 | 0 | ||
CENTURY ALUM CO | COM | 156431108 | 136,352 | 2,212,993 | SH | SOLE | 0 | 0 | 2,212,993 | ||
CONSTELLIUM SE | CL A SHS | F21107101 | 126,073 | 2,049,947 | SH | SOLE | 0 | 0 | 2,049,947 | ||
CONSTELLIUM SE | CL A SHS | F21107101 | 423,061 | 6,878,972 | SH | SOLE | 6,878,972 | 0 | 0 | ||
D R HORTON INC | COM | 23331A109 | 10,774 | 2,055,356 | SH | SOLE | 0 | 0 | 2,055,356 | ||
D R HORTON INC | COM | 23331A109 | 40,147 | 7,658,843 | SH | SOLE | 7,658,843 | 0 | 0 | ||
ENTEGRIS INC | COM | 29362U104 | 18,495 | 2,081,242 | SH | SOLE | 0 | 0 | 2,081,242 | ||
ENTEGRIS INC | COM | 29362U104 | 79,653 | 8,963,352 | SH | SOLE | 8,963,352 | 0 | 0 | ||
FREEPORT-MCMORAN INC | CL B | 35671D857 | 196,308 | 9,799,695 | SH | SOLE | 9,799,695 | 0 | 0 | ||
FREEPORT-MCMORAN INC | CL B | 35671D857 | 42,737 | 2,133,431 | SH | SOLE | 0 | 0 | 2,133,431 | ||
GE VERNOVA INC | COM | 36828A101 | 8,530 | 2,174,979 | SH | SOLE | 0 | 0 | 2,174,979 | ||
GE VERNOVA INC | COM | 36828A101 | 30,035 | 7,658,324 | SH | SOLE | 7,658,324 | 0 | 0 | ||
HUDBAY MINERALS INC | COM | 443628102 | 235,006 | 2,159,705 | SH | SOLE | 0 | 0 | 2,159,705 | ||
HUDBAY MINERALS INC | COM | 443628102 | 888,346 | 8,163,900 | SH | SOLE | 8,163,900 | 0 | 0 | ||
MATERION CORP | COM | 576690101 | 19,720 | 2,205,879 | SH | SOLE | 0 | 0 | 2,205,879 | ||
MATERION CORP | COM | 576690101 | 62,056 | 6,941,584 | SH | SOLE | 6,941,584 | 0 | 0 | ||
NEXGEN ENERGY LTD | COM | 65340P106 | 435,036 | 2,840,785 | SH | SOLE | 2,840,785 | 0 | 0 | ||
NEXGEN ENERGY LTD | COM | 65340P106 | 129,471 | 845,446 | SH | SOLE | 0 | 0 | 845,446 | ||
SAN JUAN BASIN RTY TR | UNIT BEN INT | 798241105 | 168,427 | 623,180 | SH | SOLE | 0 | 0 | 623,180 | ||
SAN JUAN BASIN RTY TR | UNIT BEN INT | 798241105 | 550,627 | 2,037,320 | SH | SOLE | 2,037,320 | 0 | 0 | ||
SCORPIO TANKERS INC | SHS | Y7542C130 | 27,879 | 1,987,773 | SH | SOLE | 0 | 0 | 1,987,773 | ||
SCORPIO TANKERS INC | SHS | Y7542C130 | 89,538 | 6,384,059 | SH | SOLE | 6,384,059 | 0 | 0 | ||
VISHAY INTERTECHNOLOGY INC | COM | 928298108 | 103,353 | 1,954,405 | SH | SOLE | 0 | 0 | 1,954,405 | ||
VISHAY INTERTECHNOLOGY INC | COM | 928298108 | 998,925 | 18,889,672 | SH | SOLE | 18,889,672 | 0 | 0 |