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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| VLO | VALERO ENERGY CORP | 13.87% | 189,577 | $49,373,434 | No Change | $260.44 | 13F | |
| VEON | VEON LTD | 13.01% | 887,002 | $46,310,374 | No Change | $52.21 | 13F | |
| MARA | MARA HOLDINGS INC (PRN) | 9.73% | 35,620,000 | $34,640,450 | No Change | $0.97 | 13F | |
| CVX | CHEVRON CORPORATION | 8.28% | 177,723 | $29,459,364 | No Change | $165.76 | 13F | |
| XOM | EXXON MOBIL CORP | 7.89% | 205,310 | $28,069,983 | No Change | $136.72 | 13F | |
| RIG | TRANSOCEAN LTD | 6.14% | 4,470,000 | $21,858,300 | No Change | $4.89 | 13F | |
| BKR | BAKER HUGHES COMPANY | 2.73% | 175,000 | $9,712,500 | No Change | $55.5 | 13F | |
| CNK | CINEMARK HLDGS INC | 1.03% | 116,062 | $3,682,647 | No Change | $31.73 | 13F | |
| EAF | GRAFTECH INTL LTD SR NT | 0.06% | 36,235 | $214,149 | No Change | $5.91 | 13F |