Q2 2025 Holdings
Filed 2025-08-14 | 63 holdings | $132.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Newmont Corp(NEM) | COM | 651639106 | $5.8M | 100,000 | 4.4% |
| Agnico Eagle Mines LTD(AEM) | COM | 008474108 | $5.9M | 50,000 | 4.5% |
| New Gold Inc CDA(NGD) | COM | 644535106 | $7.8M | 1,579,297 | 5.9% |
| Vaneck ETF Trust(GDXJ) | JUNIOR GOLD MINE | 92189F791 | $10.1M | 150,000 | 7.6% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $10.9M | 355,200 | 8.2% |
| Alamos Gold Inc New(AGI) | COM CL A | 011532108 | $11.6M | 438,620 | 8.8% |
| Bloom Energy Corp(BE) | COM CL A | 093712107 | $15.7M | 655,000 | 11.9% |