 ANTERO RESOURCES CORPAR |
| 18.52% | 17.44% | $96.0M | 2.7M | $89.8M | 2.1M | +616,391+29.14% | Add |
 GULFPORT ENERGY CORPGPOR |
| 11.72% | 14.48% | $60.7M | 357,893 | $74.5M | 352,103 | +5,790+1.64% | Add |
| PPERMIAN RESOURCES CORPPR |
| 10.51% | 12.79% | $54.5M | 3.0M | $65.8M | 3.1M | -126,027-4.08% | Reduce |
| DDARLING INGREDIENTS INCDAR |
| 10.42% | 10.56% | $54.0M | 988,289 | $54.3M | 878,333 | +109,956+12.52% | Add |
 BAKER HUGHES COMPANYBKR |
| 10.02% | 11.46% | $51.9M | 935,361 | $59.0M | 966,249 | -30,888-3.20% | Reduce |
 EXPAND ENERGY CORPORATIONEXE |
| 7.73% | 4.18% | $40.1M | 439,476 | $21.5M | 195,942 | +243,534+124.29% | Add |
| CCHORD ENERGY CORPORATIONCHRD |
| 7.3% | 11.75% | $37.8M | 331,056 | $60.5M | 425,174 | -94,118-22.14% | Reduce |
 ENPHASE ENERGY INC COMENPH |
| 6.3% | — | $32.7M | 663,389 | $0 | 0 | +663,389 | New Buy |
| AATLAS ENERGY SOLUTIONS INCAESI |
| 4.69% | — | $24.3M | 1.5M | $0 | 0 | +1.5M | New Buy |
 DEVON ENERGY CORP NEWDVN |
| 4.02% | 0.67% | $20.8M | 503,984 | $3.5M | 68,901 | +435,083+631.46% | Add |
| CCALIFORNIA RES CORPCRC |
| 3.58% | 5.18% | $18.5M | 350,657 | $26.7M | 385,164 | -34,507-8.96% | Reduce |
| NNEXTPOWER INCNXT |
| 1.43% | 1.48% | $7.4M | 62,368 | $7.6M | 63,134 | -766-1.21% | Reduce |
| SSHOALS TECHNOLOGIES GROUP INSHLS |
| 1.24% | 2.1% | $6.4M | 647,469 | $10.8M | 1.6M | -996,220-60.61% | Reduce |
 TARGA RES CORPTRGP |
| 0.91% | 0.85% | $4.7M | 17,565 | $4.4M | 17,363 | +202+1.16% | Add |
 DIAMONDBACK ENERGY INCFANG |
| 0.34% | — | $1.8M | 9,997 | $0 | 0 | +9,997 | New Buy |
 DT MIDSTREAM INC COMMON STOCKDTM |
| 0.24% | 0.22% | $1.2M | 8,341 | $1.1M | 8,223 | +118+1.43% | Add |
| HHF SINCLAIR CORPDINO |
| 0.17% | 0.15% | $895,002 | 12,850 | $788,859 | 12,644 | +206+1.63% | Add |
 ANTERO MIDSTREAM CORPAM |
| 0.12% | 0.13% | $631,517 | 27,759 | $658,213 | 28,869 | -1,110-3.84% | Reduce |
 URANIUM ENERGY CORP COMUEC |
| 0.08% | 0.1% | $437,764 | 41,066 | $527,864 | 39,101 | +1,965+5.03% | Add |
 PLAINS GP HLDGS L PPAGP |
| 0.08% | 0.08% | $392,446 | 16,170 | $388,092 | 15,984 | +186+1.16% | Add |
 HESS MIDSTREAM LP CL A SHSHESM |
| 0.07% | 0.08% | $387,618 | 10,309 | $386,601 | 9,946 | +363+3.65% | Add |
| PPBF ENERGY INCPBF |
| 0.07% | 0.07% | $370,760 | 8,145 | $334,530 | 7,025 | +1,120+15.94% | Add |
| CCORE NATURAL RESOURCES INCCNR |
| 0.07% | 0.08% | $340,645 | 4,257 | $433,477 | 4,139 | +118+2.85% | Add |
 CENTRUS ENERGY CORP CL ALEU |
| 0.05% | 0.05% | $261,206 | 1,556 | $245,630 | 1,415 | +141+9.96% | Add |
| IINTERNATIONAL SEAWAYS INC COM NPVINSW |
| 0.05% | 0.05% | $253,436 | 3,309 | $248,302 | 3,407 | -98-2.88% | Reduce |
| DDELEK US HLDGS INC NEWDK |
| 0.05% | 0.04% | $248,563 | 4,892 | $218,454 | 4,847 | +45+0.93% | Add |
 PEABODY ENGR CORPBTU |
| 0.05% | 0.06% | $236,795 | 10,242 | $323,800 | 9,827 | +415+4.22% | Add |
| PPAR PAC HOLDINGS INCPARR |
| 0.04% | 0.05% | $227,180 | 4,051 | $255,571 | 4,080 | -29-0.71% | Reduce |
| SSUNOCOCORP LLCSUNC |
| 0.04% | 0.04% | $219,048 | 3,237 | $204,986 | 3,325 | -88-2.65% | Reduce |
| KKINETIK HOLDINGS INCKNTK |
| 0.04% | — | $212,986 | 4,406 | $0 | 0 | +4,406 | New Buy |
| CCALUMET INCCLMT |
| 0.04% | 0.04% | $209,816 | 5,825 | $201,076 | 5,601 | +224+4.00% | Add |
 NEXTDECADE CORPNEXT |
| 0.02% | — | $91,536 | 12,140 | $0 | 0 | +12,140 | New Buy |
