Q2 2026 Holdings
Filed 2026-07-30 | 7 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SLB Limited(SLB) | COM STK | 806857108 | $380.5K | 8,200 | 26.7% |
| CVR Partners LP Nitrogen(UAN) | COM | 126633205 | $374.4K | 3,307 | 26.3% |
| First Solar Inc(FSLR) | COM | 336433107 | $220.3K | 935 | 15.5% |
| Marchex Inc(MCHX) | CL B | 56624R108 | $167.5K | 102,734 | 11.7% |
| Banco Bradesco S A(BBD) | SP ADR PFD NEW | 059460303 | $154.3K | 44,400 | 10.8% |
| New Found Gold Corp(NFGC) | COM | 64440N103 | $66.9K | 44,000 | 4.7% |
| Perpetua Resources Corp(PPTA) | COM | 714266103 | $62.2K | 3,000 | 4.4% |