Q2 2022 Holdings
Filed 2022-07-21 | 10 holdings | $386.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Teck Resources Class B(TECK) | COM | 878742204 | $67.9K | 2,220,393 | 17.6% |
| Apollo Global Mgmt LLC | CL A SHS | 037612306 | $64.9K | 1,338,482 | 16.8% |
| Wells Fargo & Co New(WFC) | COM | 949746101 | $44.2K | 1,127,481 | 11.4% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $41.3K | 1,412,608 | 10.7% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $37.6K | 660,378 | 9.7% |
| Bank Amer Corp(BAC) | COM | 060505104 | $36.5K | 1,171,263 | 9.4% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $32.1K | 284,889 | 8.3% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $30.9K | 453,340 | 8.0% |
| Truist Financial Corp(TFC) | COM | 89832Q109 | $15.5K | 327,066 | 4.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $15.2K | 217,870 | 3.9% |