 STAR GROUP LPSGU |
| 9.34% | 8.95% | $43.7M | 3.4M | $41.8M | 3.4M | 00.00% | Unchanged |
 DEVON ENERGY CORP NEWDVN |
| 8.28% | 4.64% | $38.7M | 937,437 | $21.7M | 430,383 | +507,054+117.81% | Add |
| OOVINTIV INC COMOVV |
| 6.47% | 5.76% | $30.3M | 575,287 | $26.9M | 452,446 | +122,841+27.15% | Add |
 HUDSON TECHNOLOGIES INC COMHDSN |
| 5.41% | 4.79% | $25.3M | 4.4M | $22.3M | 3.8M | +611,889+16.10% | Add |
| TTEEKAY TANKERS LTD CL ATNK |
| 4.46% | 2.91% | $20.9M | 321,844 | $13.6M | 185,462 | +136,382+73.54% | Add |
 CHENIERE ENERGY INCLNG |
| 3.83% | 4.75% | $17.9M | 75,000 | $22.2M | 78,069 | -3,069-3.93% | Reduce |
| DDARLING INGREDIENTS INCDAR |
| 3.68% | 0.61% | $17.2M | 315,000 | $2.9M | 16,500 | +298,500+1,809.09% | Add |
| VVENTURE GLOBAL INC CLASS AVG |
| 3.57% | 5.87% | $16.7M | 1.5M | $27.4M | 1.7M | -239,221-13.75% | Reduce |
| NNRG ENERGY INCNRG |
| 3.35% | 1.44% | $15.7M | 107,400 | $6.7M | 46,000 | +61,400+133.48% | Add |
| CCORE NATURAL RESOURCES INCCNR |
| 3.11% | 2.35% | $14.6M | 181,977 | $11.0M | 104,829 | +77,148+73.59% | Add |
 LOEWS CORPL |
| 3.02% | 2.12% | $14.1M | 124,907 | $9.9M | 92,865 | +32,042+34.50% | Add |
| MMETHANEX CORPMEOH |
| 2.6% | 2.74% | $12.2M | 263,859 | $12.8M | 214,859 | +49,000+22.81% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.2% | 1.86% | $10.3M | 13,760 | $8.7M | 13,360 | +400+2.99% | Add |
| PPRECISION DRILLING CORPPDS |
| 2.13% | 1.74% | $10.0M | 130,000 | $8.1M | 82,500 | +47,500+57.58% | Add |
| AARDMORE SHIPPING CORP COMASC |
| 2.02% | 1.68% | $9.4M | 672,899 | $7.9M | 515,000 | +157,899+30.66% | Add |
| CCENOVUS ENERGY INC COMCVE |
| 1.91% | 4.48% | $8.9M | 360,000 | $20.9M | 790,000 | -430,000-54.43% | Reduce |
| BBAYTEX ENERGY CORPBTE |
| 1.84% | 0.96% | $8.6M | 2.2M | $4.5M | 1.0M | +1.2M+115.00% | Add |
| DDORIAN LPG LTDLPG |
| 1.58% | — | $7.4M | 212,884 | $0 | 0 | +212,884 | New Buy |
| SSCHMID GROUP N.V.SHMDW |
| 1.58% | 1.39% | $7.4M | 1.3M | $6.5M | 1.2M | +105,000+8.48% | Add |
 GLOBAL PARTNERS LP COM UNITSGLP |
| 1.44% | 3.99% | $6.7M | 144,755 | $18.6M | 441,755 | -297,000-67.23% | Reduce |
| JJBS N.V.JBS |
| 1.39% | — | $6.5M | 550,000 | $0 | 0 | +550,000 | New Buy |
 EXCELERATE ENERGY INCEE |
| 1.21% | — | $5.7M | 149,294 | $0 | 0 | +149,294 | New Buy |
 BUNGE GLOBAL SABG |
| 1.13% | 0.46% | $5.3M | 49,447 | $2.2M | 17,000 | +32,447+190.86% | Add |
| EENERGY TRANSFER L PET |
| 1.06% | 0.62% | $5.0M | 260,000 | $2.9M | 150,000 | +110,000+73.33% | Add |
| IIAMGOLD CORPIAG |
| 1.05% | 2.3% | $4.9M | 311,000 | $10.8M | 571,480 | -260,480-45.58% | Reduce |
 F N B CORPFNB |
| 1% | 1% | $4.7M | 249,830 | $4.7M | 241,473 | +8,357+3.46% | Add |
| DDELEK US HLDGS INC NEWDK |
| 0.92% | — | $4.3M | 85,002 | $0 | 0 | +85,002 | New Buy |
| SSEADRILL LTDSDRL |
| 0.9% | 1.05% | $4.2M | 111,317 | $4.9M | 107,300 | +4,017+3.74% | Add |
| RRF ACQUISITION CORP IIIRFAMR |
| 0.81% | 0.81% | $3.8M | 380,000 | $3.8M | 380,000 | 00.00% | Unchanged |
 VISTRA CORPVST |
| 0.75% | 0.85% | $3.5M | 22,000 | $4.0M | 26,500 | -4,500-16.98% | Reduce |
| SSSR MINING INSSRM |
| 0.7% | 0.38% | $3.3M | 115,000 | $1.8M | 60,000 | +55,000+91.67% | Add |
 KINROSS GOLD CORPKGC |
| 0.64% | 1.25% | $3.0M | 126,000 | $5.8M | 191,000 | -65,000-34.03% | Reduce |
| WWESTERN MIDSTREAM PAR LPWES |
| 0.62% | — | $2.9M | 66,000 | $0 | 0 | +66,000 | New Buy |
| TTALEN ENERGY CORPTLN |
| 0.62% | 0.51% | $2.9M | 7,500 | $2.4M | 7,500 | 00.00% | Unchanged |
| BBLUE MOON METALS INCBMM |
| 0.57% | 0.58% | $2.7M | 420,000 | $2.7M | 420,000 | 00.00% | Unchanged |
| OOCEANAGOLD CORP COM NEWOGC |
| 0.56% | — | $2.6M | 104,000 | $0 | 0 | +104,000 | New Buy |
| NNEW PAC METALS CORPNEWP |
| 0.56% | 0.3% | $2.6M | 643,210 | $1.4M | 334,047 | +309,163+92.55% | Add |
 KIRBY CORPKEX |
| 0.55% | 0.23% | $2.6M | 19,000 | $1.1M | 8,000 | +11,000+137.50% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.53% | — | $2.5M | 5,216 | $0 | 0 | +5,216 | New Buy |
| RRICE ACQUISITION CORP 3 |
| 0.51% | 0.51% | $2.4M | 240,000 | $2.4M | 240,000 | 00.00% | Unchanged |
| KKNOT OFFSHORE PARTNERS LP COM UNITSKNOP |
| 0.51% | 0.08% | $2.4M | 238,914 | $366,710 | 36,380 | +202,534+556.72% | Add |
 BP PLC SPONSORED ADRBP |
| 0.5% | — | $2.3M | 62,800 | $0 | 0 | +62,800 | New Buy |
| BBARRICK MNG CORPGOLD |
| 0.47% | 1.12% | $2.2M | 60,000 | $5.2M | 111,000 | -51,000-45.95% | Reduce |
 FRANCO NEV CORPFNV |
| 0.45% | — | $2.1M | 10,000 | $0 | 0 | +10,000 | New Buy |
 TRANSALTA CORPTAC |
| 0.44% | 0.28% | $2.1M | 150,000 | $1.3M | 100,000 | +50,000+50.00% | Add |
 SHELL PLCSHEL |
| 0.41% | 0.53% | $1.9M | 25,000 | $2.5M | 26,500 | -1,500-5.66% | Reduce |
| AARCELORMITTAL SA LUXEMBOURG NY REGISTRY SHMT |
| 0.41% | 0.31% | $1.9M | 31,576 | $1.4M | 27,725 | +3,851+13.89% | Add |
| HHUDBAY MINERALS INCHBM |
| 0.4% | 0.09% | $1.9M | 79,263 | $418,670 | 20,000 | +59,263+296.32% | Add |
| CCOEUR MNG INCCDE |
| 0.38% | 0.46% | $1.8M | 110,000 | $2.2M | 115,000 | -5,000-4.35% | Reduce |
| TTSAKOS ENERGY NAVIGATION COM USD5.00(POST REV SPLIT) |
| 0.36% | 0.36% | $1.7M | 48,000 | $1.7M | 43,000 | +5,000+11.63% | Add |
