Q4 2023 Holdings
Filed 2024-02-14 | 4 holdings | $124.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nexgen Energy LTD(NXE) | COM | 65340P106 | $59.4M | 8,484,263 | 47.6% |
| Denison Mines Corp(DNN) | COM | 248356107 | $29.3M | 16,564,477 | 23.5% |
| Cameco CorpPut | PUT | 13321L958 | $21.6M | 500,000 | 17.3% |
| Ur-Energy Inc(URG) | COM | 91688R108 | $14.4M | 9,350,236 | 11.6% |