Q3 2019 Holdings
Filed 2019-11-14 | 17 holdings | $912.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dana Incorporated(DAN) | COM | 235825205 | $640.0K | 44,300 | 70.2% |
| Spdr Gold Trust(GLD)Call | GOLD SHS | 78463V107 | $187.5K | 1,350,000 | 20.6% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $47.8K | 3,390,309 | 5.2% |
| TIM Participacoes S A | SPONSORED ADR | 88706P205 | $6.3K | 435,273 | 0.7% |
| General Mtrs Co(GM) | COM | 37045V100 | $5.1K | 137,300 | 0.6% |
| Tronox Holdings PLC(TROX) | SHS | G9087Q102 | $4.0K | 483,122 | 0.4% |
| Borgwarner Inc(BWA) | COM | 099724106 | $4.0K | 108,929 | 0.4% |
| Gridsum Hldg Inc | SPONSORED ADR | 398132100 | $4.0K | 2,360,375 | 0.4% |
| Lear Corp(LEA) | COM NEW | 521865204 | $3.5K | 29,662 | 0.4% |
| Delphi Technologies PLC | SHS | G2709G107 | $3.4K | 254,533 | 0.4% |
| Vaneck Vectors ETF TR(GDX) | GOLD MINERS ETF | 92189F106 | $1.6K | 58,476 | 0.2% |
| Vaneck Vectors ETF TR(GDXJ) | JR GOLD MINERS E | 92189F791 | $1.5K | 40,257 | 0.2% |
| Hutchison China Meditech LTD(HCM) | SPONSORED ADR | 44842L103 | $1.1K | 60,000 | 0.1% |
| Millicom Intl Cellular SA(TIGO) | COM STK | L6388F110 | $735 | 15,100 | 0.1% |
| Ishares Inc(EWZ) | MSCI BRAZIL ETF | 464286400 | $615 | 14,597 | 0.1% |
| Evogene LTD(EVGN) | SHS | M4119S104 | $578 | 365,738 | 0.1% |
| Andersons Inc(ANDE) | COM | 034164103 | $561 | 25,000 | 0.1% |