| RRAMACO RESMETC |
| 23.19% | 12.66% | $6,882.8万 | 520.2万股 | $4,870.0万 | 270.6万股 | +249.7万股+92.29% | 加仓 |
| SSIGMA LITHIUM CORPORATION COMSGML |
| 22.86% | 7.67% | $6,785.2万 | 536.4万股 | $2,952.0万 | 223.8万股 | +312.6万股+139.66% | 加仓 |
 HALLADOR ENERGYHNRG |
| 7.98% | 0.55% | $2,368.9万 | 136.2万股 | $211.5万 | 11.1万股 | +125.1万股+1,126.19% | 加仓 |
| SSUNRUNRUN |
| 7.26% | 0.87% | $2,155.7万 | 161.1万股 | $333.3万 | 18.1万股 | +143.0万股+789.38% | 加仓 |
 FLUORFLR |
| 6.09% | — | $1,808.3万 | 34.5万股 | $0 | 0股 | +34.5万股 | 新买入 |
| CCHEMOURSCC |
| 5.83% | — | $1,731.1万 | 84.4万股 | $0 | 0股 | +84.4万股 | 新买入 |
 ALLIANCE RESOURCE PARTNERS L P UT LTD PARTARLP |
| 4.4% | — | $1,306.9万 | 54.5万股 | $0 | 0股 | +54.5万股 | 新买入 |
 雅保ALB |
| 4.15% | — | $1,231.5万 | 9.1万股 | $0 | 0股 | +9.1万股 | 新买入 |
| HHUT 8HUT |
| 2.57% | 2.31% | $763.4万 | 6.6万股 | $888.8万 | 19.3万股 | -12.7万股-65.82% | 减仓 |
 VALEVALE |
| 2.03% | — | $602.8万 | 40.0万股 | $0 | 0股 | +40.0万股 | 新买入 |
| CCLEVELAND-CLIFFS NEWCLF |
| 1.83% | — | $542.3万 | 57.8万股 | $0 | 0股 | +57.8万股 | 新买入 |
 国际纸业IP |
| 1.65% | — | $490.7万 | 12.9万股 | $0 | 0股 | +12.9万股 | 新买入 |
 美国包装PKG |
| 1.65% | — | $488.9万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| CCORE NATURAL RESOURCESCNR |
| 1.48% | 2.05% | $440.1万 | 5.5万股 | $789.4万 | 8.9万股 | -3.4万股-38.33% | 减仓 |
 艺康ECL |
| 1.41% | — | $417.9万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 INGEVITYNGVT |
| 1.21% | 1.83% | $359.0万 | 4.8万股 | $703.6万 | 11.9万股 | -7.1万股-59.56% | 减仓 |
| AAMCORAMCR |
| 1.2% | — | $355.4万 | 8.2万股 | $0 | 0股 | +8.2万股 | 新买入 |
| S道富·EET SPDR S&P METALS & MINING ETFXME |
| 0.92% | — | $273.7万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 卡梅科CCJ |
| 0.84% | — | $249.8万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 联邦快递FDX |
| 0.5% | 0.71% | $148.4万 | 4,739股 | $274.4万 | 9,500股 | -4,761股-50.12% | 减仓 |
| RREALLOYSALOY |
| 0.43% | — | $128.8万 | 8.9万股 | $0 | 0股 | +8.9万股 | 新买入 |
| KKRONOS WORLDWIDE INC COMKRO |
| 0.3% | — | $87.8万 | 13.9万股 | $0 | 0股 | +13.9万股 | 新买入 |
| EEVGO INC CLASS AEVGO |
| 0.2% | — | $58.4万 | 30.6万股 | $0 | 0股 | +30.6万股 | 新买入 |
