Q1 2023 Holdings
Filed 2023-04-12 | 10 holdings | $480.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apollo Global Mgmt LLC | CL A SHS | 037612306 | $79.9K | 1,264,643 | 16.6% |
| Teck Resources Class B(TECK) | COM | 878742204 | $79.6K | 2,179,984 | 16.5% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $74.7K | 667,688 | 15.5% |
| Bank Amer Corp(BAC) | COM | 060505104 | $52.3K | 1,827,668 | 10.9% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $49.9K | 1,219,008 | 10.4% |
| Wells Fargo & Co New(WFC) | COM | 949746101 | $42.9K | 1,147,063 | 8.9% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $37.1K | 284,889 | 7.7% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $24.0K | 299,640 | 5.0% |
| Truist Financial Corp(TFC) | COM | 89832Q109 | $22.7K | 665,781 | 4.7% |
| Oracle Corp(ORCL) | COM | 68389X105 | $17.8K | 191,701 | 3.7% |