|
TLN
|
US |
TALEN ENERGY CORP |
210,100 |
$42M |
5.69% |
-19.7%
|
- |
|
STLD
|
US |
STEEL DYNAMICS INC |
350,000 |
$40M |
5.37% |
75.0%
|
- |
|
MIR
|
US |
MIRION TECHNOLOGIES INC |
2,117,000 |
$37M |
4.97% |
100.0%
|
- |
|
WCN
|
US |
WASTE CONNECTIONS INC |
211,700 |
$36M |
4.88% |
111.7%
|
- |
|
GE
|
US |
GENERAL ELECTRIC |
212,400 |
$35M |
4.76% |
149.9%
|
- |
|
GEV
|
US |
GE VERNOVA INC |
106,400 |
$35M |
4.71% |
-1.9%
|
- |
|
MPC
|
US |
MARATHON PETROLEUM CORP |
250,000 |
$35M |
4.69% |
100.0%
|
- |
|
MLM
|
US |
MARTIN MARIETTA MATERIALS |
60,000 |
$31M |
4.17% |
100.0%
|
- |
|
OR
|
US |
OSISKO GOLD ROYALTIES LTD |
1,500,000 |
$27M |
3.65% |
15.7%
|
- |
|
FNV
|
US |
FRANCO-NEVADA CORP |
230,000 |
$27M |
3.64% |
100.0%
|
- |
|
83671M105
|
- |
SOUTH BOW CORP |
1,087,000 |
$26M |
3.45% |
100.0%
|
- |
|
KNTK
|
US |
KINETIK HOLDINGS INC |
438,000 |
$25M |
3.34% |
25.1%
|
- |
|
EQT
|
US |
EQT CORP |
500,000 |
$23M |
3.10% |
100.0%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
100,000 |
$22M |
2.95% |
66.7%
|
- |
|
BKR
|
US |
BAKER HUGHES CO |
500,000 |
$21M |
2.76% |
100.0%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
100,000 |
$19M |
2.55% |
42.9%
|
- |
|
PWR
|
US |
QUANTA SERVICES INC |
56,600 |
$18M |
2.41% |
-26.0%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
30,000 |
$18M |
2.36% |
50.0%
|
- |
|
GS
|
US |
GOLDMAN SACHS GROUP INC |
30,000 |
$17M |
2.31% |
100.0%
|
- |
|
MCK
|
US |
MCKESSON CORP |
30,000 |
$17M |
2.30% |
100.0%
|
- |