Q2 2020 Holdings
Filed 2020-08-18 | 6 holdings | $51.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| BHP Group PLC(BBL) | SPONSORED ADR | 05545E209 | $13.7K | 332,177 | 26.7% |
| Arcelormittal SA Luxembourg(MT) | NY REGISTRY SH | 03938L203 | $10.1K | 360,000 | 19.7% |
| Grifols S A(GRFS) | SP ADR REP B NVT | 398438408 | $9.8K | 534,420 | 19.2% |
| Discovery Inc(DISCKUSD) | COM SER C | 25470F302 | $9.0K | 465,100 | 17.5% |
| Lennar Corp(LEN/B) | CL B | 526057302 | $7.9K | 171,888 | 15.5% |
| Forescout Technologies Inc(FSCTEUR) | COM | 34553D101 | $742 | 35,000 | 1.4% |