Azvalor Asset Management SGIIC

Компания	Доля, %
CONSOL Energy Inc	11.31
Arch Coal	5.72
Borr Drilling Limited	4.03
Euronav NV	3.23
Whitehaven Coal Limited	2.96
Diamond Offshore Drilling	2.7
DHT Holdings, Inc.	2.3
Unisys Corporation	2.26
GeoPark Limited	2.08
Bonanza Creek Energy, Inc.	1.95
Endeavour Mining Corporation	1.1
Alliance Resource Partners, L.P.	0.68
Genco Shipping & Trading Limited	0.66
Pan American Silver Corp.	0.6
CF Industries	0.25
Teck Resources Limited	0.23
Freeport-McMoRan Inc.	0.2
Altair Engineering	0.19
Абрау-Дюрсо	0.18
Tenaris S.A.	0.17

Сектор	Количество
Energy	11
Materials	8
Industrials	5
Technology	2
Healthcare	2
Потреб	1
Интернет	1
Consumer Discretionary	1