Q2 2025 Holdings
Filed 2025-07-24 | 2 holdings | $842.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Century Aluminum Co.(CENX) | COM | 156431108 | $721.8M | 40,054,508 | 85.7% |
| MAC Copper Limited | ORD SHS | G60409110 | $120.9M | 10,000,000 | 14.3% |