| DDARLING INGREDIENTSDAR |
| 9.83% | 7.49% | $3,092.0万 | 56.6万股 | $2,783.3万 | 45.0万股 | +11.6万股+25.80% | 加仓 |
| AARIS MNGARIS |
| 8.3% | 5.74% | $2,611.1万 | 175.1万股 | $2,131.0万 | 114.8万股 | +60.4万股+52.60% | 加仓 |
| DDHT SHS NEWDHT |
| 7.3% | 1.19% | $2,296.2万 | 138.9万股 | $441.6万 | 24.2万股 | +114.7万股+474.73% | 加仓 |
| CCORE NATURAL RESOURCESCNR |
| 6.78% | 6.34% | $2,132.8万 | 26.7万股 | $2,354.3万 | 22.5万股 | +4.2万股+18.56% | 加仓 |
 GREEN PLAINSGPRE |
| 6.21% | — | $1,954.2万 | 127.1万股 | $0 | 0股 | +127.1万股 | 新买入 |
| HHUDBAY MINERALSHBM |
| 5.5% | — | $1,731.2万 | 73.4万股 | $0 | 0股 | +73.4万股 | 新买入 |
| CCONTROLADORA VUELA COMP DE AVLRS |
| 5.23% | 3% | $1,644.2万 | 175.5万股 | $1,114.3万 | 153.9万股 | +21.6万股+14.01% | 加仓 |
 PILGRIMS PRIDE CORP NEWPPC |
| 4.47% | — | $1,405.5万 | 50.0万股 | $0 | 0股 | +50.0万股 | 新买入 |
| FFRONTLINE PLC COM USD1FRO |
| 4.09% | — | $1,286.3万 | 37.0万股 | $0 | 0股 | +37.0万股 | 新买入 |
| M美盛MOS |
| 3.37% | — | $1,059.5万 | 50.0万股 | $0 | 0股 | +50.0万股 | 新买入 |
| IiShares安硕信托 |
| 3.34% | — | $1,051.6万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
| DDELEK US NEWDK |
| 3.27% | 4.52% | $1,027.9万 | 20.2万股 | $1,680.8万 | 37.3万股 | -17.1万股-45.75% | 减仓 |
 PEABODY ENGRBTU |
| 3.1% | 2.05% | $976.7万 | 42.2万股 | $763.0万 | 23.2万股 | +19.1万股+82.43% | 加仓 |
 WESTLAKEWLK |
| 2.23% | 2.3% | $702.3万 | 9.6万股 | $852.8万 | 7.3万股 | +2.3万股+31.78% | 加仓 |
 VanEck ETF信托GDXJ |
| 2.19% | — | $687.8万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
| HHF SINCLAIRDINO |
| 2.15% | 9.51% | $676.0万 | 9.7万股 | $3,531.8万 | 56.6万股 | -46.9万股-82.85% | 减仓 |
| OOKEANIS ECO TANKERS CORP USD0.001ECO |
| 2.13% | 0.75% | $671.2万 | 13.4万股 | $278.8万 | 5.5万股 | +7.9万股+143.05% | 加仓 |
| IIAMGOLDIAG |
| 2.04% | — | $640.5万 | 40.4万股 | $0 | 0股 | +40.4万股 | 新买入 |
| RRICE ACQUISITION 3 |
| 1.81% | 1.44% | $569.4万 | 53.2万股 | $536.7万 | 50.6万股 | +2.5万股+5.00% | 加仓 |
 PPG工业PPG |
| 1.74% | — | $547.0万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
 UNITED AIRLS COMUAL |
| 1.6% | — | $503.0万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| TTREKOR METALS LTDTGB |
| 1.33% | — | $418.9万 | 60.9万股 | $0 | 0股 | +60.9万股 | 新买入 |
| MMATADOR RESMTDR |
| 1.27% | — | $399.2万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
| PPAR PACPARR |
| 1.18% | 0.75% | $370.5万 | 6.6万股 | $280.3万 | 4.5万股 | +2.1万股+47.62% | 加仓 |
| AAMERICAN AIRLINESAAL |
| 1.12% | — | $352.4万 | 19.5万股 | $0 | 0股 | +19.5万股 | 新买入 |
| HHMH HLDG INCHMH |
| 0.94% | — | $296.4万 | 15.8万股 | $0 | 0股 | +15.8万股 | 新买入 |
| FFERROGLOBE PLC SHSGSM |
| 0.93% | 1.2% | $293.3万 | 92.2万股 | $446.5万 | 108.4万股 | -16.2万股-14.91% | 减仓 |
| CCHEMOURSCC |
| 0.93% | — | $293.2万 | 14.3万股 | $0 | 0股 | +14.3万股 | 新买入 |
| CCVR ENERGYCVI |
| 0.82% | — | $257.0万 | 9.3万股 | $0 | 0股 | +9.3万股 | 新买入 |
| HHUT 8HUT |
| 0.78% | 0.37% | $244.6万 | 2.1万股 | $138.7万 | 3.0万股 | -8,390股-28.37% | 减仓 |
| RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY |
| 0.71% | 0.86% | $222.5万 | 3.4万股 | $317.8万 | 5.5万股 | -2.1万股-37.49% | 减仓 |
 RANGER ENERGY SVCS INC COM CL ARNGR |
| 0.58% | 0.34% | $181.6万 | 11.3万股 | $126.6万 | 7.4万股 | +4.0万股+53.57% | 加仓 |
| EEAGLEROCK LD LLC CL A SHS REP LTDEROK |
| 0.47% | — | $148.8万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
| RRiot PlatformsRIOT |
| 0.32% | 0.22% | $100.2万 | 3.7万股 | $83.4万 | 6.8万股 | -3.1万股-45.78% | 减仓 |
 SOLARIS RESSLSR |
| 0.31% | 0.36% | $98.4万 | 18.2万股 | $132.7万 | 15.5万股 | +2.8万股+17.93% | 加仓 |
 美光科技MU |
| 0.3% | — | $95.8万 | 830股 | $0 | 0股 | +830股 | 新买入 |
| CCEREBRAS SYSTEMS INCCBRS |
| 0.21% | — | $66.3万 | 3,000股 | $0 | 0股 | +3,000股 | 新买入 |
| IiShares安硕信托 |
| 0.2% | — | $64.1万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
| GGREENLAND ENERGY COGLND |
| 0.19% | — | $60.8万 | 27.7万股 | $0 | 0股 | +27.7万股 | 新买入 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.19% | — | $59.7万 | 2,700股 | $0 | 0股 | +2,700股 | 新买入 |
| KKEEL INFRASTRUCTURE CORPKEEL |
| 0.15% | — | $47.5万 | 8.3万股 | $0 | 0股 | +8.3万股 | 新买入 |
| BBITDEER TECHNOLOGIESBTDR |
| 0.14% | — | $45.5万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| FFUTUREFUEL CORP COMFF |
| 0.11% | 0.1% | $33.8万 | 7.5万股 | $36.5万 | 9.5万股 | -2.0万股-21.24% | 减仓 |
| GGREENLAND ENERGY COGLNDW |
| 0.07% | — | $22.5万 | 26.5万股 | $0 | 0股 | +26.5万股 | 新买入 |
| SSABLE OFFSHORE CORP CLASS ASOC |
| 0.06% | — | $18.4万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
