| DDAUCHDCH |
| 21.86% | 23.08% | $2,263.7万 | 417.7万股 | $2,638.7万 | 442.0万股 | -24.3万股-5.51% | 减仓 |
 GREEN PLAINSGPRE |
| 14.63% | 15.13% | $1,514.9万 | 98.5万股 | $1,730.0万 | 106.5万股 | -8.0万股-7.48% | 减仓 |
 SELECT WATER SOLUTIONSWTTR |
| 14.58% | 11.51% | $1,509.9万 | 75.6万股 | $1,315.9万 | 88.0万股 | -12.5万股-14.15% | 减仓 |
| SSIGMA LITHIUM CORPORATION COMSGML |
| 14% | — | $1,450.1万 | 114.6万股 | $0 | 0股 | +114.6万股 | 新买入 |
 PEABODY ENGRBTU |
| 11.21% | 6.91% | $1,161.2万 | 50.2万股 | $790.1万 | 24.0万股 | +26.2万股+109.45% | 加仓 |
| CCONSTELLIUMCSTM |
| 8.56% | 11.83% | $886.6万 | 27.8万股 | $1,352.2万 | 49.4万股 | -21.6万股-43.73% | 减仓 |
| AAEVEX CORPAVEX |
| 6.4% | — | $662.5万 | 31.7万股 | $0 | 0股 | +31.7万股 | 新买入 |
 WESCO INTLWCC |
| 5.41% | 6.13% | $560.1万 | 1.6万股 | $701.1万 | 2.5万股 | -8,745股-35.05% | 减仓 |
| AAMRIZE SHSAMRZ |
| 1.29% | 8.99% | $133.3万 | 2.5万股 | $1,027.4万 | 18.4万股 | -15.9万股-86.42% | 减仓 |
 ANTERO RESOURCESAR |
| 1.19% | — | $123.0万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 LENNARLEN |
| 0.86% | — | $89.5万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 L3哈里斯LHX |
| — | 5.04% | $0 | 0股 | $576.0万 | 1.6万股 | -1.6万股 | 清仓 |
| SSOLSTICE ADVANCED MATLSSOLS |
| — | 5.48% | $0 | 0股 | $627.1万 | 8.0万股 | -8.0万股 | 清仓 |
| LLITHIUM AMERS NEWLAC |
| — | 5.91% | $0 | 0股 | $675.6万 | 171.0万股 | -171.0万股 | 清仓 |
