| GGEOGEO |
| 20.55% | 17.66% | $1,977.3万 | 66.9万股 | $1,640.0万 | 97.6万股 | -30.6万股-31.41% | 减仓 |
| CCRESCENT ENERGYCRGY |
| 16.19% | 23.07% | $1,557.9万 | 158.6万股 | $2,141.7万 | 158.6万股 | 00.00% | 持仓不变 |
| TTARGET HOSPITALITYTH |
| 9.18% | 4.66% | $883.3万 | 43.4万股 | $432.5万 | 46.6万股 | -3.2万股-6.91% | 减仓 |
 ANTERO RESOURCESAR |
| 8.36% | 10.46% | $804.4万 | 22.9万股 | $971.5万 | 22.9万股 | 00.00% | 持仓不变 |
| CCALIFORNIA RESCRC |
| 7.3% | 5.6% | $702.0万 | 13.3万股 | $520.1万 | 7.5万股 | +5.8万股+76.71% | 加仓 |
| WWHEELS UP EXPERIENCE INC COM CL AUP |
| 7.18% | 8.45% | $690.9万 | 77.0万股 | $784.8万 | 1,519.5万股 | -1,442.5万股-94.93% | 减仓 |
 EQTEQT |
| 6.14% | — | $590.6万 | 11.1万股 | $0 | 0股 | +11.1万股 | 新买入 |
 施乐XRX |
| 6.06% | 2.59% | $583.0万 | 186.3万股 | $240.3万 | 186.3万股 | 00.00% | 持仓不变 |
| SSITE CTRS COMSITC |
| 5.87% | 4.64% | $564.7万 | 142.2万股 | $430.4万 | 79.7万股 | +62.5万股+78.45% | 加仓 |
 WESTERN UNWU |
| 5.74% | — | $552.6万 | 71.8万股 | $0 | 0股 | +71.8万股 | 新买入 |
| RRIVIAN AUTOMOTIVE INC CLASS ARIVN |
| 3.12% | 2.8% | $300.2万 | 17.3万股 | $260.4万 | 17.3万股 | 00.00% | 持仓不变 |
 BWX科技BWXT |
| 2.02% | 2.2% | $194.7万 | 1.0万股 | $204.5万 | 1.0万股 | 00.00% | 持仓不变 |
| HHERTZ GLOBAL HLDGS INC NHTZWW |
| 0.82% | — | $79.3万 | 35.0万股 | $0 | 0股 | +35.0万股 | 新买入 |
 高盛GS |
| 0.71% | 0.62% | $68.8万 | 680股 | $57.5万 | 680股 | 00.00% | 持仓不变 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.26% | 0.28% | $25.0万 | 6,800股 | $25.7万 | 6,800股 | 00.00% | 持仓不变 |
 BLACKROCK MUNIYIELD QUALITY FD COMMYI |
| 0.25% | — | $24.4万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 威廉姆斯WMB |
| 0.25% | 0.25% | $23.7万 | 3,185股 | $23.2万 | 3,185股 | 00.00% | 持仓不变 |
