Q4 2024 Holdings
Filed 2025-02-14 | 3 holdings | $835.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Century Aluminum Co.(CENX) | COM | 156431108 | $729.4M | 40,034,438 | 87.3% |
| MAC Copper Limited | ORD SHS | G60409110 | $106.2M | 10,000,000 | 12.7% |
| Li-Cycle Holdings Corp.(LICYQ) | COM | 50202P204 | $13.3K | 7,423 | 0.0% |