| PORTFOLIO MANAGER | WEIGHTS | CHANGE VALUE | CURRENT SHARES |
|---|
| CSU Producer Resources, Inc. | 7.48% | 0.27% | 25,059 |
| SIR Capital Management L.P. | 7.11% | 0.00% | 589,172 |
| WILSEY ASSET MANAGEMENT INC | 4.97% | 0.27% | 242,911 |
| Recurrent Investment Advisors LLC | 4.92% | 0.53% | 108,478 |
| Covalis Capital LLP | 3.63% | 0.00% | 246,187 |
| swisspartners Advisors Ltd | 3.50% | -0.11% | 55,035 |
| Summit Street Capital Management LLC | 3.27% | 1.19% | 70,422 |
| Energy Opportunities Capital Management LLC | 3.03% | 0.27% | 16,785 |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | 2.90% | 0.28% | 107,504 |
| ADAMS NATURAL RESOURCES FUND, INC. (PEO) | 2.46% | 0.34% | 139,600 |