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SCORE CUSIP NAME -----------------GROUP 1 0.90 24665A103 DELEK US HLDGS INC NEW COM (DK, CIK-1694426) 0.74 G6359F137 NABORS INDUSTRIES LTD SHS (NBR, CIK-1163739) 0.72 00770K202 AEMETIS INC COM NEW - AEMETIS, INC (AMTX, CIK-738214) 0.64 G0232J127 - Alussa Energy Acquisition Corp. (CIK-1781115) 0.64 78454L100 SM ENERGY CO COM (SM, CIK-893538) 0.64 G0R21B104 ARCLIGHT CLEAN TRANSITION II CLASS A ORD SHS (ACTD, ACTDW, CIK-1842279) 0.63 L4135L118 FREYR BATTERY *W EXP 10/31/202 0.62 665531307 NORTHERN OIL AND GAS INC MN COM (NOG, CIK-1104485) 0.62 626717102 MURPHY OIL CORP COM (MUR, CIK-717423) 0.60 82489W107 SHOALS TECHNOLOGIES GROUP IN CL A (SHLS, CIK-1831651) 0.60 92837L109 VISTA OIL & GAS SAB DE CV SPONSORED ADS (VIST, CIK-1762506) 0.60 453038408 IMPERIAL OIL LTD COM NEW 0.59 07134L107 BATTALION OIL CORP COM 0.59 393222104 GREEN PLAINS INC COM (GPRE, CIK-1309402) 0.58 127203107 CACTUS INC CL A - Cactus, Inc. (WHD, CIK-1699136) 0.58 72016P105 PIEDMONT LITHIUM INC COM 0.58 87968A104 TELLURIAN INC NEW COM (TELL, TELZ, CIK-61398) 0.56 296006109 ERO COPPER CORP COM (ERO, CIK-1853860) 0.55 242797108 - Hyzon Motors Inc. (HYZN, HYZNW, CIK-1716583) 0.55 500688106 KOSMOS ENERGY LTD COM (KOS, CIK-1509991) -----------------GROUP 2 0.71 74733V100 - QEP RESOURCES, INC. (CIK-1108827) 0.69 74347M108 PROPETRO HLDG CORP COM (PUMP, CIK-1680247) 0.69 675232102 OCEANEERING INTL INC COM (OII, CIK-73756) 0.66 65290C105 NEXTIER OILFIELD SOLUTIONS COM (NEX, CIK-1688476) 0.64 88031M109 TENARIS S A SPONSORED ADS (TS, CIK-1190723) 0.61 156431108 CENTURY ALUM CO COM (CENX, CIK-949157) 0.61 674215207 OASIS PETROLEUM INC COM NEW (OAS, CIK-1486159) 0.60 966387508 WHITING PETE CORP NEW COM NEW (WLL, CIK-1255474) 0.59 87484T108 TALOS ENERGY INC COM (TALO, CIK-1724965) 0.57 205768302 COMSTOCK RES INC COM (CRK, CIK-23194) -----------------GROUP 3 0.66 294600101 EQUITRANS MIDSTREAM CORP COM (ETRN, CIK-1747009) 0.62 G9461B127 GOGREEN INVESTMENTS CORP UNIT 99/99/9999 ADDED (GOGN, GOGN-UN, GOGN-WT, CIK-1852940) 0.59 25278L105 DIAMONDHEAD HOLDINGS CORP CL A (DHHC, DHHCU, DHHCW, CIK-1830188) 0.57 187171103 CLIMATE REAL IMPACT SLUTINS COM CL A (CLIM, CLIM-UN, CLIM-WT, CIK-1835713) 0.55 644393100 NEW FORTRESS ENERGY INC COM CL A (NFE, CIK-1749723) 0.54 G41522122 THE GROWTH FOR GOOD ACQU COR UNIT 11/12/2026 ADDED - Growth for Good Acquisition Corp (GFGD, GFGDR, GFGDU, GFGDW, CIK-1876714) -----------------GROUP 4 0.66 436106108 HOLLYFRONTIER CORP COM (HFC, CIK-48039) -----------------GROUP 5 0.64 292766102 ENERPLUS CORP COM (ERF, CIK-1126874) -----------------GROUP 6 0.64 69047Q102 OVINTIV INC COM (OVV, CIK-1792580) -----------------GROUP 7 0.62 235825205 DANA INC COM (DAN, CIK-26780) 0.56 12663P107 - CVR Refining, LP (CIK-1558785) 0.56 92870X309 - Voltari Corp (CIK-1568319) 0.56 293904108 - ENZON PHARMACEUTICALS, INC. (ENZN, CIK-727510) 0.55 42805T105 - HERC HOLDINGS INC (HRI, CIK-1364479) -----------------GROUP 8 0.61 90338N202 U S XPRESS ENTERPRISES INC COM CL A - US XPRESS ENTERPRISES INC (USX, CIK-923571) 0.58 439038100 HOOKER FURNISHINGS CORPORATI COM (HOFT, CIK-1077688) 0.56 21676P103 COOPER STD HLDGS INC COM - Cooper-Standard Holdings Inc. (CPS, CIK-1320461) -----------------GROUP 9 0.58 75281A109 RANGE RES CORP COM (RRC, CIK-315852) -----------------GROUP 10 0.57 03674X106 ANTERO RESOURCES CORP COM (AR, CIK-1433270) -----------------GROUP 11 0.55 03940R107 ARCH RESOURCES INC CL A (ARCH, ARRHW, CIK-1037676)
Current >= 1PCT 13G/D investors (PCT = percent of company):
NONE
Current >= 1PCT 13F investors (PCT = percent of total AUM):
PCT CIK NAME 5.37% 921669 ICAHN CARL C 2.05% 1224014 TOWLE & CO 1.76% 1549641 KEY GROUP HOLDINGS (CAYMAN), LTD. 1.48% 1835751 CastleKnight Management LP 1.25% 1755028 Yaupon Capital Management LP 1.00% 1434997 SIR Capital Management, L.P.

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