KGH LTD
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CRK | 12.13M | $220.92M |
 | RRC | 6.21M | $223.44M |
 | MT | 3.82M | $88.41M |
 | NE | 3.06M | $95.93M |
 | NXT | 2.64M | $96.54M |
 | HCC | 2.59M | $140.55M |
 | GPK | 1.32M | $35.74M |
 | VAL | 1.04M | $46.10M |
 | PAGP | 845K | $15.53M |
 | AA | 717K | $27.09M |
 | OXY | 566K | $27.97M |
 | CHRD | 486K | $56.82M |
 | NXE | 467K | $3.08M |
 | AR | 407K | $14.27M |
 | EQT | 198K | $9.13M |
 | WFG | 154K | $13.33M |
 | YPF | 100K | $4.25M |
 | STLD | 52K | $5.93M |
 | SLB | 13K | $479.25K |
Comstock Resources, Inc.
CRK
Shares Held
12.13M
Value
$220.92M
Range Resources Corporation
RRC
Shares Held
6.21M
Value
$223.44M
ArcelorMittal S.A.
MT
Shares Held
3.82M
Value
$88.41M
Noble Corporation Plc
NE
Shares Held
3.06M
Value
$95.93M
Nextpower Inc.
NXT
Shares Held
2.64M
Value
$96.54M
Warrior Met Coal, Inc.
HCC
Shares Held
2.59M
Value
$140.55M
Graphic Packaging Holding Company
GPK
Shares Held
1.32M
Value
$35.74M
Valaris Limited
VAL
Shares Held
1.04M
Value
$46.10M
Plains GP Holdings, L.P.
PAGP
Shares Held
845K
Value
$15.53M
Alcoa Corporation
AA
Shares Held
717K
Value
$27.09M
Occidental Petroleum Corporation
OXY
Shares Held
566K
Value
$27.97M
Chord Energy Corporation
CHRD
Shares Held
486K
Value
$56.82M
NexGen Energy Ltd.
NXE
Shares Held
467K
Value
$3.08M
Antero Resources Corporation
AR
Shares Held
407K
Value
$14.27M
EQT Corporation
EQT
Shares Held
198K
Value
$9.13M
West Fraser Timber Co. Ltd.
WFG
Shares Held
154K
Value
$13.33M
YPF Sociedad Anónima
YPF
Shares Held
100K
Value
$4.25M
Steel Dynamics, Inc.
STLD
Shares Held
52K
Value
$5.93M
SLB N.V.
SLB
Shares Held
13K
Value
$479.25K