Q1 2023 Holdings
Filed 2023-05-10 | 7 holdings | $91.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $27.4M | 209,900 | 29.9% |
| Teck Resources LTD(TECK) | CL B | 878742204 | $19.3M | 528,724 | 21.1% |
| Freyr Battery | SHS | L4135L100 | $15.5M | 1,742,915 | 16.9% |
| Shell PLC(SHEL) | SPON ADS | 780259305 | $14.0M | 244,100 | 15.3% |
| Mosaic Co New(MOS) | COM | 61945C103 | $14.0M | 305,650 | 15.3% |
| Adecoagro S A(AGRO) | COM | L00849106 | $1.0M | 125,619 | 1.1% |
| Ishares TR(FXI) | CHINA LG-CAP ETF | 464287184 | $296.1K | 21,150 | 0.3% |