The ValueWorks Long-Biased Composite counts Whiting Petroleum Corp. as its top holding. Shares of the oil-and-gas exploration company are up 11% this year. It also owns Unit Corp., which has advanced nearly 50% in 2022, and Valaris Ltd., which has gained 21%. Outside of the energy space, Lemonides likes some dry-bulk shipping companies, as well as United Natural Foods Inc. and Netflix Inc.