Q4 2025 Holdings
Filed 2026-02-12 | 9 holdings | $23.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Enerflex Ltd(EFXT) | Common Stock | 29269R105 | $4.3M | 275,365 | 18.2% |
| Eldorado Gold Corp(EGO) | Common Stock | 284902509 | $4.2M | 116,648 | 18.0% |
| Hudbay Minerals Inc(HBM) | Common Stock | 443628102 | $4.2M | 209,237 | 17.8% |
| Enlight Renewable Energy Ltd(ENLT) | Common Stock | M4056D110 | $3.7M | 80,912 | 15.7% |
| Kinross Gold Corp(KGC) | Common Stock | 496902404 | $3.6M | 129,213 | 15.6% |
| Tower Semiconductor Ltd(TSEM) | Common Stock | M87915274 | $2.9M | 24,724 | 12.4% |
| Taseko Mines Ltd(TGB) | Common Stock | 876511106 | $229.8K | 40,538 | 1.0% |
| Aris Mining Corp(ARIS) | Common Stock | 04040Y109 | $180.2K | 11,098 | 0.8% |
| Allot Ltd(ALLT) | Common Stock | M0854Q105 | $111.2K | 11,311 | 0.5% |