Q3 2025 Holdings
Filed 2025-11-13 | 54 holdings | $913.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Iamgold Corp(IAG) | COM | 450913108 | $50.8M | 3,930,998 | 5.6% |
| Dole PLC(DOLE) | ORD SHS | G27907107 | $115.4M | 8,588,077 | 12.6% |
| Groupon Inc(GRPN) | COM NEW | 399473206 | $237.7M | 10,181,070 | 26.0% |
| B2gold Corp(BTG) | COM | 11777Q209 | $247.6M | 50,015,909 | 27.1% |