| CCOMPASS MINERALS INTL INCMP |
| 19.53% | 25.59% | $1.04亿 | 335.1万股 | $1.13亿 | 482.6万股 | -147.4万股-30.55% | 减仓 |
 RANGE RESRRC |
| 10.47% | 10.08% | $5,594.7万 | 150.4万股 | $4,436.8万 | 98.2万股 | +52.2万股+53.19% | 加仓 |
 林德LIN |
| 9.47% | 12.38% | $5,058.8万 | 9.7万股 | $5,451.3万 | 11.0万股 | -1.2万股-11.34% | 减仓 |
 ANTERO RESOURCESAR |
| 9.01% | 8.14% | $4,811.7万 | 136.9万股 | $3,583.1万 | 84.4万股 | +52.5万股+62.19% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 7.82% | 9.71% | $4,175.8万 | 113.6万股 | $4,275.7万 | 113.0万股 | +6,006股+0.53% | 加仓 |
 IVANHOE ELECTRICIE |
| 7.55% | 8.18% | $4,031.8万 | 419.5万股 | $3,603.3万 | 304.8万股 | +114.7万股+37.62% | 加仓 |
 WEST FRASER TIMBERWFG |
| 7.41% | 5.4% | $3,957.3万 | 41.2万股 | $2,378.2万 | 26.1万股 | +15.1万股+57.80% | 加仓 |
 美盛MOS |
| 4.71% | — | $2,516.0万 | 118.7万股 | $0 | 0股 | +118.7万股 | 新买入 |
| EENERGY VAULTNRGV |
| 3.94% | 3.33% | $2,104.9万 | 446.9万股 | $1,466.9万 | 444.5万股 | +2.4万股+0.54% | 加仓 |
 NUTRIENNTR |
| 3.4% | 2.3% | $1,815.2万 | 28.8万股 | $1,011.0万 | 13.4万股 | +15.4万股+115.23% | 加仓 |
 威廉姆斯WMB |
| 3% | 3.73% | $1,605.1万 | 21.6万股 | $1,643.2万 | 22.6万股 | -9,865股-4.37% | 减仓 |
 MURPHY OILMUR |
| 2.97% | — | $1,585.2万 | 48.7万股 | $0 | 0股 | +48.7万股 | 新买入 |
 哈勃HUBB |
| 2.68% | 1.33% | $1,429.8万 | 2.7万股 | $586.9万 | 1.2万股 | +1.5万股+128.49% | 加仓 |
 马丁玛丽埃塔MLM |
| 2.5% | 1.02% | $1,334.9万 | 2.3万股 | $448.6万 | 7,620股 | +1.6万股+203.77% | 加仓 |
 卡梅科CCJ |
| 1.98% | 2.5% | $1,057.7万 | 7.3万股 | $1,099.7万 | 7.3万股 | +392股+0.54% | 加仓 |
 星座能源CEG |
| 1.8% | 2.05% | $963.6万 | 3.9万股 | $903.7万 | 3.2万股 | +6,435股+19.89% | 加仓 |
| MMETALS ACQUISITION II |
| 1.67% | 2.01% | $892.9万 | 88.0万股 | $882.9万 | 87.5万股 | +4,729股+0.54% | 加仓 |
| MMETALS ACQUISITION II |
| 0.06% | — | $34.4万 | 31.3万股 | $0 | 0股 | +31.3万股 | 新买入 |
 SOCIEDAD QUIMICA Y MINERA DESQM |
| 0.05% | 0.85% | $27.7万 | 3,745股 | $375.8万 | 4.6万股 | -4.3万股-91.93% | 减仓 |
