Dallas, TXCIK 15410554 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
50 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | I-80 Gold Corp | 22.87M | $33.39M | 9.3% | −53.9K | Reduced |
| 2 | Spdr Dow Jones Indl Average | 52.2K | $25.09M | 7.0% | +52.2K | New |
| 3 | Mgm Resorts International | 648.4K | $23.66M | 6.6% | −9.7K | Reduced |
| 4 | Hudbay Minerals Inc |
| 868.2K |
| $17.23M |
| 4.8% |
| 0 |
| Held |
| 5 | Vaneck ETF Trust | 199.6K | $17.12M | 4.8% | −23.4K | Reduced |
| 6 | New Gold Inc Cda | 1.87M | $16.31M | 4.5% | −15.5K | Reduced |
| 7 | Nexgen Energy Ltd | 1.60M | $14.71M | 4.1% | +112.0K | Added |
| 8 | Coeur Mng Inc | 728.2K | $12.98M | 3.6% | 0 | Held |
| 9 | Beazer Homes USA Inc | 626.4K | $12.70M | 3.5% | +156.9K | Added |
| 10 | I-80 Gold Corp | 13.00M | $12.22M | 3.4% | 0 | Held |
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