Q4 2024 Holdings
Filed 2025-01-14 | 6 holdings | $125.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| RIO Tinto PLC(RIO) | SPONSORED ADR | 767204100 | $58.2M | 989,417 | 46.5% |
| Endeavor Group Hldgs Inc(0C3) | CL A COM | 29260Y109 | $38.7M | 1,237,263 | 31.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $9.2M | 122,498 | 7.3% |
| Match Group Inc New(MTCH) | COM | 57667L107 | $7.6M | 233,594 | 6.1% |
| United States STL Corp New(USX1) | COM | 912909108 | $7.3M | 213,783 | 5.8% |
| Carnival PLC(CUK) | ADS | 14365C103 | $4.1M | 181,928 | 3.3% |