Q2 2023 Holdings
Filed 2023-08-14 | 6 holdings | $142.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apollo Global Mgmt Inc(APO) | COM | 03769M106 | $53.8M | 700,000 | 37.8% |
| NVR Inc(NVR) | COM | 62944T105 | $31.8M | 5,000 | 22.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $24.2M | 200,000 | 17.0% |
| Spdr Gold TR(GLD) | GOLD SHS | 78463V107 | $22.3M | 125,000 | 15.7% |
| Caci Intl Inc(CACI) | CL A | 127190304 | $5.1M | 15,000 | 3.6% |
| Caesars Entertainment Inc NE(CZR) | COM | 12769G100 | $5.1M | 100,000 | 3.6% |