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CIK 0001817646 • 8 13F filings • May 15, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMCOR PLC | COM NEW | $174.9M | 6.9% | 4,400,214 SH | New |
| ANTERIS TECHNOLOGIES GLOBAL | COM | $43.2M | 1.7%Prev: 2.3% | 7,789,000 SH | Increased+902,520 SH |
| BUILDERS FIRSTSOURCE INC | COM | $24.1M | 0.9% | 292,503 SH | New |
| CARNIVAL CORP | COMMON STOCK | $18.5M | 0.7% | 715,980 SH | New |
| CENTERRA GOLD INC | COM | $125.0M | 4.9% | 7,051,683 SH | New |
| CRH PLC | ORD | $194.5M | 7.6%Prev: 9.4% | 1,850,331 SH | Increased+707,894 SH |
| EAGLE MATLS INC | COM | $40.6M | 1.6% | 214,538 SH | New |
| ELDORADO GOLD CORP NEW | COM | $358.4M | 14.1%Prev: 13.7% | 10,440,333 SH | Increased+1,666,253 SH |
| EQUINOX GOLD CORP | COM | $351.8M | 13.8%Prev: 7.0% | 24,331,165 SH | Increased+13,483,146 SH |
| FLUTTER ENTMT PLC | SHS | $180.4M | 7.1%Prev: 10.2% | 1,769,255 SH | Increased+1,274,652 SH |
| HDFC BANK LTD | SPONSORED ADS | $31.6M | 1.2% | 1,268,890 SH | New |
| IAMGOLD CORP | COM | $28.4M | 1.1% | 1,509,742 SH | New |
| ISOENERGY LTD | COM NEW | $26.3M | 1.0% | 2,485,077 SH | New |
| NEWS CORP NEW | CL B | $120.7M | 4.7% | 4,234,968 SH | New |
| NEXGEN ENERGY LTD | COM | $408.3M | 16.0%Prev: 12.8% | 35,220,809 SH | Increased+4,576,304 SH |
| NORWEGIAN CRUISE LINE HLDGS | SHS | $17.0M | 0.7% | 911,342 SH | New |
| NU HLDGS LTD | ORD SHS CL A | $30.6M | 1.2% | 2,130,166 SH | New |
| PROSHARES TR II | ULSHT BLOOMB OIL | $43.2M | 1.7% | 5,187,995 SH | New |
| SOLARIS RES INC | COM NEW | $17.0M | 0.7%Prev: 1.5% | 1,967,387 SH | Increased-2,962,236 SH |
| TASEKO MINES LTD | COM | $226.5M | 8.9%Prev: 2.6% | 35,110,589 SH | Increased+22,501,968 SH |
| TECK RESOURCES LTD | CL B | $32.8M | 1.3% | 634,547 SH | New |
| ZILLOW GROUP INC | CL C CAP STK | $52.5M | 2.1% | 1,269,328 SH | New |
| 13F-HR |
| 0001817646-26-000021 |
| $2.97B |
| View |
| Sep 11, 2025 | Q2 2025 | 13F-HR/A | 0001085146-25-005739 | $1.65B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001817646-26-000004 | $2.55B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001085146-25-003358 | $1.07B | View |