Mc Lean, VACIK 11407534 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
33 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Equinox Gold Corp | 4.47M | $62.97M | 15.0% | −343.8K | Reduced |
| 2 | Cenovus Energy Inc | 3.45M | $58.44M | 13.9% | +2.53M | Added |
| 3 | Precision Drilling Corp | 504.1K | $36.22M | 8.6% | +51.7K | Added |
| 4 | Hallador Energy Company |
| 1.81M |
| $34.54M |
| 8.2% |
| −197.0K |
| Reduced |
| 5 | Natural Gas Svcs Group Inc | 671.1K | $22.58M | 5.4% | 0 | Held |
| 6 | Advansix Inc | 1.21M | $20.93M | 5.0% | +1.21M | New |
| 7 | Mosaic Co New | 853.6K | $20.56M | 4.9% | +853.6K | New |
| 8 | Ryerson Hldg Corp | 707.4K | $17.80M | 4.2% | +707.4K | New |
| 9 | Pbf Energy Inc | 620.3K | $16.82M | 4.0% | −171 | Reduced |
| 10 | Galiano Gold Inc | 6.41M | $16.32M | 3.9% | −250.0K | Reduced |
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