Q1 2026 Holdings
Filed 2026-05-13 | 5 holdings | $496.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nokia Corp(NOK) | SPONSORED ADR | 654902204 | $145.5M | 18,092,100 | 29.3% |
| Tower Semiconductor LTD(TSEM) | SHS NEW | M87915274 | $134.5M | 766,360 | 27.1% |
| GEO Group Inc(GEO) | COM | 36162J106 | $76.4M | 4,546,880 | 15.4% |
| Everpure Inc(PSTG) | CL A | 74624M102 | $75.2M | 1,273,400 | 15.2% |
| Cleveland-Cliffs Inc New(CLF) | COM | 185899101 | $64.7M | 7,655,711 | 13.0% |