Q1 2022 Holdings
Filed 2022-04-19 | 12 holdings | $511.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Teck Resources Class B(TECK) | COM | 878742204 | $90.6K | 2,243,259 | 17.7% |
| Apollo Global Mgmt LLC | CL A SHS | 037612306 | $71.9K | 1,159,793 | 14.1% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $71.5K | 1,437,388 | 14.0% |
| Wells Fargo & Co New(WFC) | COM | 949746101 | $54.6K | 1,127,481 | 10.7% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $54.4K | 682,373 | 10.6% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $47.0K | 453,340 | 9.2% |
| Bank Amer Corp(BAC) | COM | 060505104 | $43.5K | 1,054,981 | 8.5% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $38.8K | 284,889 | 7.6% |
| Truist Financial Corp(TFC) | COM | 89832Q109 | $18.5K | 327,066 | 3.6% |
| Oracle Corp(ORCL) | COM | 68389X105 | $18.0K | 217,870 | 3.5% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $1.7K | 44,900 | 0.3% |
| Melco Resort Entertainment L(MLCO) | ADR | 585464100 | $898 | 117,474 | 0.2% |