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CIK 0001308555 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABRDN PLATINUM ETF TRUST | PHYSCL PLATM SHS | $2.1M | 1.6%Prev: 1.4% | 11,383 SH | Increased-2,057 SH |
| ALLEGIANT TRAVEL CO | COM | $10.8M | 8.2%Prev: 6.2% | 126,494 SH | Increased-10,208 SH |
| ALLISON TRANSMISSION HLDGS I | COM | $10.7M | 8.2%Prev: 6.3% | 109,791 SH | Increased+9,968 SH |
| ANTERO RESOURCES CORP | COM | $3.4M | 2.6%Prev: 2.5% | 99,192 SH | Increased-2,416 SH |
| AUTONATION INC | COM | $9.7M | 7.4%Prev: 7.9% | 47,032 SH | Decreased-1,652 SH |
| BUILDERS FIRSTSOURCE INC | COM | $8.6M | 6.6%Prev: 6.9% | 83,944 SH | Decreased+7,382 SH |
| COMPASS MINERALS INTL INC | COM | $469K | 0.4% | 23,905 SH | New |
| D R HORTON INC | COM | $8.6M | 6.6%Prev: 7.8% | 59,850 SH | Decreased-1,653 SH |
| DAVITA INC | COM | $971K | 0.7% | 8,547 SH | New |
| ENERGY TRANSFER L P | COM UT LTD PTN | $1.6M | 1.2%Prev: 1.4% | 99,285 SH | Decreased-10,489 SH |
| EOG RES INC | COM | $4.3M | 3.3%Prev: 4.2% | 41,348 SH | Decreased-8,640 SH |
| ETFS GOLD TR | PHYSCL GOLD SHS | $14.9M | 11.3%Prev: 12.6% | 362,721 SH | Decreased-96,380 SH |
| HELMERICH & PAYNE INC | COM | $3.4M | 2.6%Prev: 2.2% | 118,197 SH | Increased-18,196 SH |
| NATURAL RESOURCE PARTNERS L | COM UNIT LTD PAR | $6.8M | 5.2%Prev: 3.6% | 65,330 SH | Increased+19,708 SH |
| NOBLE CORP PLC | ORD SHS A | $6.5M | 5.0%Prev: 4.8% | 231,491 SH | Increased+4,638 SH |
| OPENLANE INC | COM | $1.4M | 1.1%Prev: 1.0% | 48,036 SH | Increased+3,543 SH |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | $1.5M | 1.2%Prev: 1.1% | 86,237 SH | Increased-2,044 SH |
| SEADRILL LTD | COM | $4.4M | 3.4%Prev: 3.3% | 127,463 SH | Increased-17,973 SH |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | $14.9M | 11.3%Prev: 10.2% | 451,183 SH | Increased-10,957 SH |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | $2.5M | 1.9%Prev: 1.2% | 105,376 SH | Increased+5,468 SH |
| TRIPLE FLAG PRECIOUS METAL | COM | $2.4M | 1.8%Prev: 1.6% | 72,712 SH | Increased-1,804 SH |
| VALARIS LTD | CL A | $1.6M | 1.2%Prev: 1.2% | 31,192 SH | Increased-782 SH |
| VIPER ENERGY INC | CL A | $9.7M | 7.4%Prev: 7.3% | 251,563 SH | Decreased-6,245 SH |
| 13F-HR |
| 0001754960-26-000773 |
| $160.6M |
| View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000390 | $154.8M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000306 | $106.2M | View |