|
GOOGL
|
US |
ALPHABET INC-CL A |
133,800 |
$25M |
11.61% |
2.2%
|
- |
|
QCOM
|
US |
QUALCOMM INC |
148,400 |
$23M |
10.45% |
1399.0%
|
- |
|
GOLD
|
US |
BARRICK GOLD CORP |
1,319,200 |
$20M |
9.37% |
121.3%
|
- |
|
KMB
|
US |
KIMBERLY-CLARK CORP |
153,400 |
$20M |
9.21% |
100.0%
|
- |
|
YUMC
|
US |
YUM CHINA HOLDINGS INC |
394,500 |
$19M |
8.71% |
-
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
151,800 |
$16M |
7.48% |
-15.8%
|
- |
|
GD
|
US |
GENERAL DYNAMICS CORP |
59,920 |
$16M |
7.23% |
37.7%
|
- |
|
SLB
|
US |
SCHLUMBERGER LTD |
356,200 |
$14M |
6.26% |
82.1%
|
- |
|
RYAAY
|
US |
RYANAIR HOLDINGS PLC-SP ADR |
270,500 |
$12M |
5.40% |
-52.4%
|
- |
|
BABA
|
US |
ALIBABA GROUP HOLDING-SP ADR |
127,500 |
$11M |
4.95% |
-
|
- |
|
SW
|
US |
SMURFIT WESTROCK PLC |
197,338 |
$11M |
4.87% |
-
|
- |
|
SEE
|
US |
SEALED AIR CORP |
220,100 |
$7M |
3.41% |
-
|
- |
|
OXY
|
US |
OCCIDENTAL PETROLEUM CORP |
103,190 |
$5M |
2.34% |
-40.0%
|
- |
|
BHP
|
US |
BHP GROUP LTD-SPON ADR |
91,900 |
$4M |
2.06% |
-
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
18,400 |
$4M |
2.02% |
-
|
- |
|
HES
|
US |
HESS CORP |
20,000 |
$3M |
1.22% |
-
|
- |
|
GLD
|
US |
SPDR GOLD SHARES |
10,400 |
$3M |
1.15% |
48.6%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
1,965 |
$1M |
0.41% |
-
|
- |
|
OTIS
|
US |
OTIS WORLDWIDE CORP |
9,000 |
$1M |
0.38% |
-
|
- |
|
RTX
|
US |
RTX CORP |
7,000 |
$1M |
0.37% |
-
|
- |