| RRAMACO RES INCMETC |
| 23.19% | 12.66% | $68.8M | 5.2M | $48.7M | 2.7M | +2.5M+92.29% | Add |
| SSIGMA LITHIUM CORPORATION COMSGML |
| 22.86% | 7.67% | $67.9M | 5.4M | $29.5M | 2.2M | +3.1M+139.66% | Add |
 HALLADOR ENERGY COMPANYHNRG |
| 7.98% | 0.55% | $23.7M | 1.4M | $2.1M | 111,095 | +1.3M+1,126.19% | Add |
| SSUNRUN INCRUN |
| 7.26% | 0.87% | $21.6M | 1.6M | $3.3M | 181,153 | +1.4M+789.38% | Add |
 FLUOR CORPFLR |
| 6.09% | — | $18.1M | 345,168 | $0 | 0 | +345,168 | New Buy |
| CCHEMOURS COCC |
| 5.83% | — | $17.3M | 843,593 | $0 | 0 | +843,593 | New Buy |
 ALLIANCE RESOURCE PARTNERS L P UT LTD PARTARLP |
| 4.4% | — | $13.1M | 545,000 | $0 | 0 | +545,000 | New Buy |
 ALBEMARLE CORPALB |
| 4.15% | — | $12.3M | 91,202 | $0 | 0 | +91,202 | New Buy |
| HHUT 8 CORPHUT |
| 2.57% | 2.31% | $7.6M | 66,128 | $8.9M | 193,464 | -127,336-65.82% | Reduce |
 VALE S AVALE |
| 2.03% | — | $6.0M | 400,000 | $0 | 0 | +400,000 | New Buy |
| CCLEVELAND-CLIFFS INC NEWCLF |
| 1.83% | — | $5.4M | 577,500 | $0 | 0 | +577,500 | New Buy |
 INTERNATIONAL PAPER COIP |
| 1.65% | — | $4.9M | 128,780 | $0 | 0 | +128,780 | New Buy |
 PACKAGING CORP AMERPKG |
| 1.65% | — | $4.9M | 20,519 | $0 | 0 | +20,519 | New Buy |
| CCORE NATURAL RESOURCES INCCNR |
| 1.48% | 2.05% | $4.4M | 55,000 | $7.9M | 89,187 | -34,187-38.33% | Reduce |
 ECOLAB INCECL |
| 1.41% | — | $4.2M | 15,000 | $0 | 0 | +15,000 | New Buy |
 INGEVITY CORPNGVT |
| 1.21% | 1.83% | $3.6M | 48,073 | $7.0M | 118,889 | -70,816-59.56% | Reduce |
| AAMCOR PLCAMCR |
| 1.2% | — | $3.6M | 81,988 | $0 | 0 | +81,988 | New Buy |
| SSTATE STREET SPDR S&P METALS & MINING ETFXME |
| 0.92% | — | $2.7M | 25,600 | $0 | 0 | +25,600 | New Buy |
 CAMECO CORPCCJ |
| 0.84% | — | $2.5M | 24,523 | $0 | 0 | +24,523 | New Buy |
 FEDEX CORPFDX |
| 0.5% | 0.71% | $1.5M | 4,739 | $2.7M | 9,500 | -4,761-50.12% | Reduce |
| RREALLOYS INCALOY |
| 0.43% | — | $1.3M | 89,134 | $0 | 0 | +89,134 | New Buy |
| KKRONOS WORLDWIDE INC COMKRO |
| 0.3% | — | $878,262 | 138,746 | $0 | 0 | +138,746 | New Buy |
| EEVGO INC CLASS AEVGO |
| 0.2% | — | $584,023 | 305,771 | $0 | 0 | +305,771 | New Buy |
