Q2 2018 Holdings
Filed 2018-08-14 | 22 holdings | $176.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $43.1K | 3,581,911 | 24.4% |
| Cosan LTD(CSAN) | SHS A | G25343107 | $22.0K | 2,880,000 | 12.5% |
| Walmart Inc(WMT) | COM | 931142103 | $18.2K | 212,623 | 10.3% |
| Goodyear Tire & Rubr Co(GT) | COM | 382550101 | $17.4K | 745,213 | 9.8% |
| Ebay Inc(EBAY) | COM | 278642103 | $17.1K | 471,044 | 9.7% |
| Gridsum Hldg Inc | SPONSORED ADR | 398132100 | $16.6K | 2,385,144 | 9.4% |
| Tronox LTD | SHS CL A | Q9235V101 | $9.5K | 483,839 | 5.4% |
| Adient PLC(ADNT) | ORD SHS | G0084W101 | $6.3K | 128,944 | 3.6% |
| General Mtrs Co(GM) | COM | 37045V100 | $5.3K | 134,084 | 3.0% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $4.6K | 94,799 | 2.6% |
| Nielsen Hldgs PLC | SHS EUR | G6518L108 | $3.0K | 97,215 | 1.7% |
| Companhia Brasileira de Dist | SPN ADR PFD CL A | 20440T201 | $2.6K | 130,088 | 1.5% |
| Coca Cola Femsa S A B de C V(KOF) | SPON ADR REP L | 191241108 | $2.2K | 38,560 | 1.2% |
| BED Bath & Beyond Inc(BBBYEUR) | COM | 075896100 | $1.8K | 92,454 | 1.0% |
| Evogene LTD(EVGN) | SHS | M4119S104 | $1.4K | 493,918 | 0.8% |
| Vaneck Vectors ETF TR(GDXJ) | JR GOLD MINERS E | 92189F791 | $1.4K | 41,500 | 0.8% |
| Vaneck Vectors ETF TR(GDX) | GOLD MINERS ETF | 92189F106 | $1.3K | 60,281 | 0.8% |
| Veon LTD | SPONSORED ADR | 91822M106 | $739 | 310,375 | 0.4% |
| ENI S P A(E) | SPONSORED ADR | 26874R108 | $699 | 18,841 | 0.4% |
| Zumiez Inc(ZUMZ)Put | COM | 989817101 | $501 | 20,000 | 0.3% |
| Ford MTR Co del(F) | COM PAR $0.01 | 345370860 | $404 | 36,477 | 0.2% |
| Ishares Inc(EWZ) | MSCI BRAZIL ETF | 464286400 | $270 | 8,427 | 0.2% |