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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AM | ANTERO MIDSTREAM CORP | 9.57% | 1,513,610 | $34,510,308 | -161,701 | -9.65% | $22.8 | 13F |
| KMI | KINDER MORGAN INC DEL | 7.96% | 855,628 | $28,689,207 | -90,000 | -9.52% | $33.53 | 13F |
| WMB | WILLIAMS COS INC | 7.57% | 375,077 | $27,298,104 | -103,803 | -21.68% | $72.78 | 13F |
| LNG | CHENIERE ENERGY INC | 7.26% | 92,197 | $26,161,821 | -40,873 | -30.72% | $283.76 | 13F |
| PAGP | PLAINS GP HLDGS L P | 5.64% | 837,289 | $20,329,377 | -148,840 | -15.09% | $24.28 | 13F |
| EPD | ENTERPRISE PRODS PARTNERS L | 4.74% | 451,930 | $17,101,031 | -13,661 | -2.93% | $37.84 | 13F |
| GEL | GENESIS ENERGY L P | 4.3% | 868,342 | $15,482,538 | -4,804 | -0.55% | $17.83 | 13F |
| TRGP | TARGA RES CORP | 4.25% | 61,054 | $15,308,069 | -21,000 | -25.59% | $250.73 | 13F |
| WULF | TERAWULF INC | 3.64% | 909,972 | $13,130,896 | -9,000 | -0.98% | $14.43 | 13F |
| AR | ANTERO RESOURCES CORP | 3.29% | 279,750 | $11,872,590 | -144,704 | -34.09% | $42.44 | 13F |
| VNOM | VIPER ENERGY INC | 2.26% | 173,203 | $8,138,809 | -30,000 | -14.76% | $46.99 | 13F |
| EQT | EQT CORP | 2.21% | 124,949 | $7,951,754 | -11,982 | -8.75% | $63.64 | 13F |
| PR | PERMIAN RESOURCES CORP | 2.04% | 345,432 | $7,364,610 | -66,852 | -16.22% | $21.32 | 13F |
| RRC | RANGE RES CORP | 1.57% | 125,094 | $5,651,747 | -50,000 | -28.56% | $45.18 | 13F |