Q3 2025 Holdings
Filed 2025-11-14 | 11 holdings | $23.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Kinross Gold Corp(KGC) | Common Stock | 496902404 | $3.8M | 151,391 | 15.9% |
| Hudbay Minerals Inc(HBM) | Common Stock | 443628102 | $3.5M | 233,909 | 15.0% |
| Tower Semiconductor Ltd(TSEM) | Common Stock | M87915274 | $3.5M | 47,778 | 14.6% |
| Iren Ltd(IREN) | Common Stock | Q4982L109 | $3.5M | 73,564 | 14.6% |
| Eldorado Gold Corp(EGO) | Common Stock | 284902509 | $3.3M | 115,219 | 14.1% |
| Sportradar Group AG(SRAD) | Common Stock | H8088L103 | $3.2M | 118,389 | 13.5% |
| Stantec Inc(STN) | Common Stock | 85472N109 | $2.4M | 21,943 | 10.0% |
| Taseko Mines Ltd(TGB) | Common Stock | 876511106 | $157.8K | 37,218 | 0.7% |
| Vizsla Silver Corp(VZLA) | Common Stock | 92859G608 | $137.3K | 31,785 | 0.6% |
| Allot Ltd(ALLT) | Common Stock | M0854Q105 | $132.6K | 12,537 | 0.6% |
| Aris Mining Corp(ARIS) | Common Stock | 04040Y109 | $131.4K | 13,401 | 0.6% |