 CENTURY ALUM COCENX |
| 27% | 26.66% | $47.6M | 1.0M | $57.2M | 975,000 | +60,000+6.15% | Add |
| EERO COPPER CORPERO |
| 17.69% | 12.76% | $31.2M | 1.2M | $27.4M | 1.0M | +141,044+13.72% | Add |
 BUCKLE INCBKE |
| 9.86% | 9.84% | $17.4M | 412,000 | $21.1M | 419,578 | -7,578-1.81% | Reduce |
 DOW HLDGS INC COMDOW |
| 8.33% | — | $14.7M | 537,000 | $0 | 0 | +537,000 | New Buy |
| TTRONOX HOLDINGS PLCTROX |
| 6.86% | 2.41% | $12.1M | 1.9M | $5.2M | 530,000 | +1.4M+262.26% | Add |
| AABERCROMBIE & FITCH COANF |
| 5.55% | 2.85% | $9.8M | 108,658 | $6.1M | 67,000 | +41,658+62.18% | Add |
 SLB LIMITEDSLB |
| 4.88% | 3.77% | $8.6M | 185,000 | $8.1M | 157,284 | +27,716+17.62% | Add |
 ALCOA CORPAA |
| 3.99% | 4.02% | $7.0M | 135,000 | $8.6M | 130,000 | +5,000+3.85% | Add |
| CCENTURY ALUM COCENX |
| 3.91% | — | $6.9M | 150,000 | $0 | 0 | +150,000 | New Buy |
| TTRONOX HOLDINGS PLCTROX |
| 2.46% | 5.32% | $4.3M | 690,000 | $11.4M | 1.2M | -478,200-40.93% | Reduce |
 DEVON ENERGY CORP NEWDVN |
| 2.11% | — | $3.7M | 90,000 | $0 | 0 | +90,000 | New Buy |
 DIAMONDBACK ENERGY INCFANG |
| 1.89% | 0.92% | $3.3M | 19,000 | $2.0M | 10,000 | +9,000+90.00% | Add |
 DOW INCDOW |
| 1.55% | — | $2.7M | 100,000 | $0 | 0 | +100,000 | New Buy |
| SSTAR BULK CARRIERS CORP.SBLK |
| 1.14% | 1.28% | $2.0M | 80,479 | $2.8M | 120,000 | -39,521-32.93% | Reduce |
| DDHT HOLDINGS INC SHS NEWDHT |
| 0.8% | 0.43% | $1.4M | 85,050 | $913,500 | 50,000 | +35,050+70.10% | Add |
 IVANHOE ELECTRIC INCIE |
| 0.76% | — | $1.3M | 140,000 | $0 | 0 | +140,000 | New Buy |
| MMUELLER INDS INCMLI |
| 0.35% | 0.77% | $614,650 | 5,000 | $1.7M | 15,000 | -10,000-66.67% | Reduce |
 HUNTSMAN CORPHUN |
| 0.3% | 3.35% | $532,062 | 50,100 | $7.2M | 540,000 | -489,900-90.72% | Reduce |
| VVISTA GOLD CORPVGZ |
| 0.3% | — | $525,250 | 275,000 | $0 | 0 | +275,000 | New Buy |
| VVera Bradley IncVRA |
| 0.28% | — | $486,250 | 125,000 | $0 | 0 | +125,000 | New Buy |
