| Issuer | % book | Business |
|---|
| $XPO · XPO INC | 46.6% | Less-than-truckload freight trucking |
| $TLN · TALEN ENERGY CORP | 20.1% | Independent power producer (nuclear and gas) |
| $QXO · QXO INC | 9.5% | Building-products distribution roll-up (Brad Jacobs) |
| $RXO · RXO INC | 8.6% | Asset-light freight brokerage |
| $PFSI · PENNYMAC FINL SVCS INC NEW | 8.3% | Mortgage origination and servicing |
| $OXY.WS · OCCIDENTAL PETE CORP | 5.1% | Oil and gas exploration and production |
| $BHC · BAUSCH HEALTH COS INC | 0.7% | Pharmaceuticals and eye-care products |
| $IE · IVANHOE ELECTRIC INC | 0.6% | Mineral exploration and electric-metals technology |
| RICE ACQUISITION CORP 3 | 0.5% | Special-purpose acquisition company (blank-check) |
| RICE ACQUISITION CORP 3 | 0.0% | Special-purpose acquisition company (blank-check) |