CIK: 0001432450
申报总市值
US$3.4亿
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DAR | Darling Ingredients INC | 股票-非周期性消费 | 13.63% | — | — | |
| 2 | ARNC1USD | Arconic CORP | 股票-其他 | 12.47% | — | — | |
| 3 | CC | Chemours Co/the | 股票-原材料 | 10.89% | — | — | |
| 4 | DAN | Dana INC | 股票-其他 | 10.79% | +0.43% | — | |
| 5 | ✓ | Rice Acquisition CORP | 股票-其他 | 9.84% | — | — | |
| 6 | AAWWUSD | Atlas Air Worldwide Holdings | 股票-其他 | 9.17% | — | — | |
| 7 | CF | Cf Industries Holdings INC | 股票-原材料 | 9.00% | — | +205.88% | |
| 8 | MOS | Mosaic Co/the | 股票-原材料 | 8.81% | — | — | |
| 9 | NXST | Nexstar Media Group INC | 股票-通信服务 | 7.96% | — | — | |
| 10 | RFPUSD | Resolute Forest Products | 股票-其他 | 7.06% | — | — | |
| 11 | RUN | Sunrun INC | 股票-科技 | 0.38% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DAR | Darling Ingredients INC | — | EXIT | 清仓 |
| 2 | DAN | Dana INC | — | EXIT | 清仓 |
| 3 | BG | Bunge Global SA | — | EXIT | 清仓 |
| 4 | ARNC1USD | Arconic CORP | — | EXIT | 清仓 |
| 5 | CC | Chemours Co/the | — | EXIT | 清仓 |
| 6 | MOS | Mosaic Co/the | — | EXIT | 清仓 |
| 7 | AAWWUSD | Atlas Air Worldwide Holdings | — | EXIT | 清仓 |
| 8 | AM | Antero Midstream CORP | — | EXIT | 清仓 |
| 9 | NXST | Nexstar Media Group INC | — | EXIT | 清仓 |
| 10 | RYAM | Rayonier Advanced Materials | — | EXIT | 清仓 |
| 11 | AR | Antero Resources CORP | — | EXIT | 清仓 |
| 12 | CF | Cf Industries Holdings INC | — | EXIT | 清仓 |
| 13 | RUN | Sunrun INC | — | EXIT | 清仓 |