KGH Ltd — 13F holdings

KGH Ltd reported 26 holdings worth $1.92B in its 13F filing for Q4 2024, filed February 14, 2025.

Largest positions

1. TSLA TESLA INC — $363M (18.9%)
2. RRC RANGE RES CORP — $223M (11.6%)
3. CRK COMSTOCK RES INC — $221M (11.5%)
4. EXE EXPAND ENERGY CORPORATION — $202M (10.5%)
5. UNITED STATES STL CORP NEW — $156M (8.1%)
6. HCC WARRIOR MET COAL INC — $141M (7.3%)
7. NXT Nextpower Inc — $96.5M (5.0%)
8. NE NOBLE CORP PLC — $95.9M (5.0%)
9. MT ARCELORMITTAL SA LUXEMBOURG — $88.4M (4.6%)
10. RUN SUNRUN INC — $60.1M (3.1%)