|
TECK
|
US |
TECK RESOURCES LTD-CLS B |
2,676,860 |
$108M |
10.98% |
-1.9%
|
- |
|
BAC
|
US |
BANK OF AMERICA CORP |
1,958,514 |
$86M |
8.72% |
-8.3%
|
- |
|
APO
|
US |
APOLLO GLOBAL MANAGEMENT INC |
472,205 |
$78M |
7.90% |
-33.4%
|
- |
|
WYNN
|
US |
WYNN RESORTS LTD |
898,705 |
$77M |
7.84% |
-
|
- |
|
FCX
|
US |
FREEPORT-MCMORAN INC |
1,999,318 |
$76M |
7.71% |
-3.0%
|
- |
|
NEM
|
US |
NEWMONT CORP |
1,951,753 |
$73M |
7.36% |
66.9%
|
- |
|
WFC
|
US |
WELLS FARGO & CO |
717,554 |
$50M |
5.10% |
-20.5%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
182,195 |
$40M |
4.05% |
-30.2%
|
- |
|
RPRX
|
US |
ROYALTY PHARMA PLC- CL A |
1,435,956 |
$37M |
3.71% |
21.9%
|
- |
|
SNY
|
US |
SANOFI-ADR |
726,385 |
$35M |
3.55% |
100.0%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
56,126 |
$33M |
3.33% |
-23.7%
|
- |
|
FOX
|
US |
FOX CORP - CLASS B |
665,843 |
$30M |
3.08% |
-0.2%
|
- |
|
TFC
|
US |
TRUIST FINANCIAL CORP |
665,781 |
$29M |
2.92% |
-
|
- |
|
GEHC
|
US |
GE HEALTHCARE TECHNOLOGY |
311,648 |
$24M |
2.47% |
15.6%
|
- |
|
VALE
|
US |
VALE SA-SP ADR |
2,340,741 |
$21M |
2.10% |
202.3%
|
- |
|
HBM
|
US |
HUDBAY MINERALS INC |
2,324,223 |
$19M |
1.91% |
-13.1%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
74,593 |
$18M |
1.81% |
-34.5%
|
- |
|
SQ
|
US |
BLOCK INC |
205,000 |
$17M |
1.76% |
2.5%
|
- |
|
IREN
|
US |
IRIS ENERGY LTD |
1,697,554 |
$17M |
1.69% |
93.9%
|
- |
|
TW
|
US |
TRADEWEB MARKETS INC-CLASS A |
88,642 |
$12M |
1.17% |
100.0%
|
- |