Q1 2025 Holdings
Filed 2025-05-15 | 4 holdings | $78.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Intel Corp(INTC) | COM | 458140100 | $55.0M | 2,420,000 | 70.1% |
| Powell Inds Inc(POWL) | COM | 739128106 | $12.3M | 72,000 | 15.7% |
| Antero Resources Corp(AR) | COM | 03674X106 | $5.6M | 138,000 | 7.1% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $5.5M | 20,400 | 7.1% |