Q1 2020 Holdings
Filed 2020-05-15 | 34 holdings | $190.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $30.1K | 232,234 | 15.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $25.5K | 13,100 | 13.4% |
| Allergan PLC | SHS | G0177J108 | $19.8K | 111,576 | 10.4% |
| Vaneck Vectors ETF TR(GDXJ) | JR GOLD MINERS E | 92189F791 | $9.4K | 333,306 | 4.9% |
| Barrick Gold Corporation(ABX) | COM | 067901108 | $8.9K | 485,983 | 4.7% |
| Vaneck Vectors ETF TR(GDX) | GOLD MINERS ETF | 92189F106 | $8.8K | 382,655 | 4.6% |
| Sprott Physical Gold & Silve(CEF/U) | TR UNIT | 85208R101 | $7.7K | 529,317 | 4.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $7.3K | 262,711 | 3.9% |
| CVS Health Corp(CVS) | COM | 126650100 | $7.3K | 122,863 | 3.8% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $6.6K | 131,339 | 3.5% |
| Diamondback Energy Inc(FANG) | COM | 25278X109 | $6.1K | 232,261 | 3.2% |
| MGM Resorts International(MGM) | COM | 552953101 | $6.0K | 505,247 | 3.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $4.6K | 121,659 | 2.4% |
| Churchill Downs Inc(CHDN) | COM | 171484108 | $4.6K | 44,546 | 2.4% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $3.6K | 24,387 | 1.9% |
| Apple Inc(AAPL) | COM | 037833100 | $2.9K | 11,292 | 1.5% |
| General MLS Inc(GIS) | COM | 370334104 | $2.9K | 54,202 | 1.5% |
| Docusign Inc(DOCU) | COM | 256163106 | $2.8K | 29,949 | 1.5% |
| Ishares Silver Trust(SLV) | ISHARES | 46428Q109 | $2.7K | 207,248 | 1.4% |
| Franco Nevada Corp(FNV) | COM | 351858105 | $2.7K | 27,033 | 1.4% |
| Verisk Analytics Inc(VRSK) | COM | 92345Y106 | $2.6K | 18,821 | 1.4% |
| Aercap Holdings NV(AER) | SHS | N00985106 | $2.5K | 110,280 | 1.3% |
| Spdr SER TR(SPTS) | PORTFOLIO SH TSR | 78468R101 | $2.1K | 69,739 | 1.1% |
| Sandstorm Gold LTD(AYS1) | COM NEW | 80013R206 | $2.1K | 423,846 | 1.1% |
| Coca Cola Co(KO) | COM | 191216100 | $2.1K | 47,078 | 1.1% |
| Hershey Co(HSY) | COM | 427866108 | $1.9K | 13,998 | 1.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.8K | 11,241 | 0.9% |
| Proshares TR | SHORT S&P 500 NE | 74347B425 | $1.7K | 62,935 | 0.9% |
| Vaneck Vectors ETF TR(EMLC) | JP MORGAN MKTS | 92189H300 | $1.1K | 39,613 | 0.6% |
| Bristol-Myers Squibb Co(BMY-R) | RIGHT 99/99/9999 | 110122157 | $963 | 253,422 | 0.5% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $321 | 1,755 | 0.2% |
| Viacomcbs Inc(0VVB) | CL B | 92556H206 | $318 | 22,699 | 0.2% |
| Brookfield Asset Mgmt Inc | CL A LTD VT SH | 112585104 | $239 | 5,403 | 0.1% |
| Berkley W R Corp(WRB) | COM | 084423102 | $217 | 4,158 | 0.1% |