Q2 2022 Holdings
Filed 2022-08-15 | 17 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CNX Resources(CNX) | COM | 12653C108 | $821.0K | 49,900 | 77.9% |
| EQT(EQT) | COM | 26884L109 | $66.6K | 1,934,899 | 6.3% |
| Warner Bros Discover(WBD) | COM SER A | 934423104 | $30.9K | 2,299,874 | 2.9% |
| Echostar(SATS) | CL A | 278768106 | $30.0K | 1,554,283 | 2.8% |
| Uber(UBER) | COM | 90353T100 | $21.7K | 1,062,428 | 2.1% |
| Liberty Latin Am C(LILAK) | COM CL C | G9001E128 | $18.4K | 2,361,002 | 1.7% |
| Frontier Comms(FYBR) | COM | 35909D109 | $14.9K | 633,624 | 1.4% |
| Yamana Gold | COM | 98462Y100 | $11.7K | 2,506,602 | 1.1% |
| Kinross Gold(KGC) | COM | 496902404 | $11.3K | 3,160,216 | 1.1% |
| Westrock(WRKUSD) | COM | 96145D105 | $9.9K | 249,002 | 0.9% |
| Alphabet CL C(GOOG) | COM | 02079K107 | $7.4K | 3,381 | 0.7% |
| Liberty Latin Ame(LILA) | COM CL A | G9001E102 | $6.3K | 804,060 | 0.6% |
| Citigroup(C) | COM NEW | 172967424 | $2.2K | 48,880 | 0.2% |
| Berkshire 1/100 A | COM | 084990175 | $409 | 100 | 0.0% |
| Energy Transfer(ET) | COM UT LTD PTN | 29273V100 | $399 | 40,000 | 0.0% |
| Foster LB(FSTR) | COM | 350060109 | $322 | 25,000 | 0.0% |
| Berkshire B(BRK/B) | CL B NEW | 084670702 | $156 | 570 | 0.0% |