Q2 2021 Holdings
Filed 2021-08-16 | 6 holdings | $177.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cleveland-Cliffs Inc New(CLF) | COM | 185899101 | $124.4M | 5,767,812 | 70.0% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $53.1M | 565,500 | 29.9% |
| Vale S A(VALE) | SPONSORED ADS | 91912E105 | $117.8K | 5,163,143 | 0.1% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $58.0K | 474,633 | 0.0% |
| Agco Corp(AGCO) | COM | 001084102 | $57.8K | 443,400 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $16.2K | 163,022 | 0.0% |