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CIK 0001713269 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACM RESH INC | COM CL A | $23.5M | 6.3% | 596,689 SH | New |
| ALCOA CORP | COM | $45.4M | 12.2% | 685,000 SH | New |
| COHERENT CORP | COM | $96.5M | 26.0% | 405,000 SH | New |
| HUDBAY MINERALS INC | COM | $20.5M | 5.5% | 983,023 SH | New |
| SANDISK CORP | COM | $110.5M | 29.8% | 173,969 SH | New |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $74.5M | 20.1% | 190,213 SH | New |
| 13F-HR |
| 0001713269-26-000004 |
| $354.8M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001713269-25-000004 | $395.0M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001713269-26-000003 | $371.0M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001713269-25-000003 | $318.5M | View |